The Brains Trust - 2016, page-889

EMC

Not saying i necessarily expected more but i think this morning's Ann, regarding the coy's vision and expectations for 2016 has taken a little of the mystery and wildcard factor out of it and is driving the sell down. Revenue of $1M, assuming they only meet this KPI and don't exceed, would be an ok start and about in-line with the mc, given the sector and mgmt; but perhaps not enough to cause the stock to trade up towards 40c or double the current price. Of course, they could exceed KPIs and do much better than $1M revenue, however without this, you'd think high teens -> 30c for the next 12 months.

Happy to be hear alternative views and i realise so much is based on sentiment.

I know @ryan1986 follows this one closely and perhaps will have a view.