I have no argument with your strategy of placing your money on other companies for the Christmas seasonal rise, or for not investing in Valence - I would be the last to tell anyone where to put their money. I also think that John C. pretty well summed up my own views with respect to Valence and the VLNC board. Yes, there is a lot of traffic on this board. Why is that? My guess is that a lot of people feel that Valence is leading the charge in this little sector.
From what I know about the three companies (V/U/L), I do believe that Valence has the greater potential for sustained earnings growth. With several lines, a strategy to add several more per year, JV's, and more JV's likely to follow, I see great potential there, in spite of any temporary spike-up in the beginning. At this point the other companies apparently have one and none, production lines that is. Could be they have something going we don't know about, since I see posters on the ULBI thread also complaining about that company's unwillingness to tell them anything when they call. I think one compared them to the CIA, if memory serves.
Finally, I'd love to see some former insiders doing what you described about the IFMX thread, but I guess there aren't any out there. Maybe Cal will join in now? Well, I don't think we are like the posters on the FTEL thread, who do nothing but stroke each other all day, and instantly chase anyone away who dares even mention something that isn't favorable to the company. So, no, I don't need to hear only opinions that confirm my own, quite to the contrary if someone becomes aware of something that may be negative for Valence I want to be the first to know. However, I think people who want to discuss other companies, over several posts, should do it on those threads. |