IMO, there is absolutely NO connection, or relvance, to the UNTOs. Different era, different BOM, I can't believe that Idan and Sytze would be so gungho as their predecessors, bordering on opportunistic arrogance.
I'd also be amazed if Idan is even thinking about "the market" and the "sentiment". He has it on record when we raised the options issue with him previously, asking if he waould be "doing anything" that could get them in the money. He said straight out "we are not like that".
These guys are producers, product oriented, and they have set a date, a target, and ARE keeping to all time lines. Why should we doubt that they don't expect to deliver what would justify the exercise price in full knowldge of what would be required??
I backed the UNTOs and did my proverbials. I'm now backing a vastly different, proven, management, that set realistic AND ACHIEVED time lines. Yes, betting on proven managemt and not on fickle markets.
I'm not in the UNTAQs, but, I'm confident that what the company does to get them in the money will also rub off on the SP and the UNTOAS and that's where my cash is and to cover my losses on the UNTOs. Time will tell.
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