Okay, so given this, it's reasonable to assume there'll be ramp-up between now and 12 months out. So what else is new, eh? Need it be pointed out this is a concern now clearly undergoing a transition from R&D to full commercial enterprise? So ramp-up has just gotta be a part of it, eh?
But with this numbers announcement by L.D. need I say the threadster playing field should now be re-oriented to reflect this fact? In other words, does anyone now truly believe VLNC is a scam, a fraud, etc., etc.? How 'bout you Mr. Bill? HEH! Soooo, they're on their way. And hey, L.D. also stated that their next months production is already spoken for(see item 6 of the transcript, where this comment came out of a larger response to an A.G. Edwards & Son question). Of course, this begs the question of, just what IS next months productive capability, eh? But it being spoken for sure sounds sweet, no? Ahhh....speculating, speculating...ya gotta love it(when yer not obsessing over these itty bitty entities that is, ;-) )
Be that as it may, it'd be nice if someone who may have taped the call could clarify those area's I clearly didn't get down completely right. That'd go a long way towards maintaining a clear air of cogent discussion. But while we wait for someone to do this, let me toss out this consideration. Consider that company management is always conservative when they toss out numbers, particularly when those numbers will be heard by a larger community. And also consider that a management team is doubly conservative after having gone through the legalistic/journalistic fires these folks have gone through. And on top of this, consider L.D.'s historical reticence and compare that history with his statements made today.......well...just some food for thought. On a more negative side, don't forget to consider the shortie gambit. VLNC still has some ways to go, so I wouldn't be surprised to see a twist in their gambit, a few more curves yet to be thrown. So my advice is to ride it out over the short haul, play whatever bouncy bouncy may be derived from such traders "blocks" as you care to entertain, and for GOD'S sake, stay AWAY from margin. HEH!
Anyway, regardless of what you feel or think, or do, it still boils down to the market hearing a management p.o. announcement. This is what it'll take(imho), to truly add profitable coinage to all our pockets. The saving grace? It don't look to be all that much longer before we hear something....but we'll just have to wait and see, and meanwhile play the bouncy bouncy if it looks to continue....
Now to set about on a three day week-end.....
Regards!
John~ |
