I'll always go back to my investment thesis and assess whether...

I'll always go back to my investment thesis and assess whether it still remains... as it stands it does. Too many times I've bailed on micro's only to see the thesis play through and miss bags and bags. I do believe that they have the market opp, but I am also prepared to admit I am wrong!

The other idea may be that they need to delay quarterly to end of period given they have exercised options.. not sure on trading window.