Hi, Tom -
I won't get into the numbers; that's something that Wolf does better than anyone else.
But I think it's clear that RK is defying gravity, somehow. I was virtually certain that Acqua was still at work, last month: turned out not to be the case. She's keeping the lights on at Markham, and nobody is quite sure how.
I believe we are seeing RK's "creative financing" at work.
There's a certain group of posters on SH that like to maintain a constant state of paranoia around DMX's affairs. There's almost no point in responding to them, because the same issue will return, in slightly altered form, a month or two later. Posts on DMX's imminent demise have been arriving for 6 months, now.
It is manifestly true that DMX appears to be out of money. It's equally true that everything is running, and the lights are still on. I take this as a sign of a resourceful and independent CEO who has evolved a successful interim financing strategy.
Others treat it as impending doom. You takes yer choice, I guess.
Regards,
Jim |