Rumours & Speculation, page-52

Those playing shorts are also people too but only where they don't believe GXY's current market value but worth much less. After all - when you short, you also risk "unlimited" losses .. and so it takes guts to short. If they are shorting, means they are pretty sure on something fundamentally.

Pretty easy to guess why GXY is starting to move into defensive position through the appointment of Goldman. I suspect that the biggest current risk to GXY is No 2018 pricing, with 2nd biggest risk being price deflation because there are other competitors selling at around $700-$800 for 6% spod.

If no 2018 pricing - pretty much all the plans are out the window as there's simply no cash flow. Games could be played in terms of delaying contracts and then competitors buy on the cheap. Believe GXY only has one customer and that is Mitsubishi. This is why shipment goes to them.. (which was something AC thought about it one of his many long post)


The rest is just massive dilution because of CR for SDV and JB which will bring the share price down.