seperating the wood from the trees , page-2

Hi Robbo,

Do agree very much with your statement: This " loss” is ONLY, imo, a trading loss.

It is not that the Company is inherently a loss making organization.... It is, in other words, a trading timing issue, and not a systemic issue.

That is a very good statement!:

Yes it is a timing issue.. and is a issue which does come into play...for some type of Traders.....

But very importantly it is not a systemic enternal business problem... a unfortunate timing issue maybe... but The company is progressing very well...

and the possible merger/partnership adds positively to the big picture...

The price always follows fundamentals eventually... even if there is time lagging big lumpy revenue streams... That happen to fall into the wrong half...

this may be of concern to some traders but not to most value investors...

These are none the less increasing earnings regardless if earning are lagging 3-6 months... they are there..

and the company will be re rated accordingly eventually...

Company fundamentals are the driver of a share price..... a share price does not dictate to the company

Good post Robbo nice and easy to read..

keep up the good work



AA