This is from the same Andrew Weekly who recommends buying TOE, a few weeks from discovering they won't meet substantial commencement. He's clearly getting frustrated at not getting the business he's been angling for with his new partner.
Without a doubt, consolidation will happen, along with new entries in that space, followed hopefully by real expenditure in that space. To even come close to meeting the requirements of the 2030-2050 period will require herculean efforts.
VMY Price at posting:
26.3¢ Sentiment: Buy Disclosure: Held
