Pallisard, enough with "conspiracy" theories. Why do you read in my post anything negative which is not there. "Damn the torpedoes..." used to be an admired battle cry. It is clear from the massive tooling that VLNC is seeking a major market share and fast, it is also clear from the slow deployment of ULBI that their philosophy is "steady as she goes". Both philosophies have pluses and minuses, that is all. You are blinded by your love for this stock. I am not in love with either ULBI nor VLNC. As a matter of fact by having ULBI (buy hold philosophy, as your own in VLNC) in my core and VLNC in my trading, I made twice as much, percentage wise, on VLNC than on ULBI, despite the fact that my entry in ULBI was below their then book value.
If VLNC succeeds, they will succeed big, if they run into problems, these will be as big. ULBi, on the other hand, if they succeed, will creep up and if they fail the poly entry, they will still be around, but grossly diminished.
Zeev |