Until there's an official press release about VLNC, it's all just guess work. These assumptions sound rational, but, you never know.
In the end, you've got to assess the risk, evaluate the market the company is in, determine if the company is legitimate and can make a product, for profit, and incorporate what the investment commmunity is saying about VLNC. All but "can the company make a product for profit" are answered, in my book, with "high risk (but very, very high reward), great market with enormous demand, legitimate company based on past deals, current partners/JVs, not sure if they can make a product for profit, and the investment community can't say enough about the potential of VLNC." Of course, the biggest issue is, can they make a product, cause of the rest ain't even worth wallpaper if they can't! Again, I always come back to the company VLNC keeps.
Good luck to all. And to all, a good day. Paul |