raefon,
In the mood I'm in, which is to say rotten, I'd have to concur---his
shortsightedness has really tanked the stock. I'm very sore about it,
especially since I pushed VERY hard to set up real meetings for him
in NY (where I'm writing from this morning)and he basically blew it
by getting talked into the 144 offering by those B.S jokers. Not so
savvy about markets, for sure; but the business, from all reports,
continues at a blistering pace. I own too much to add to my position
at this time. I'm frustrated, but trying to stay focused on the real
story here, which isn't a sale of stock that didn't occur but a strong
company growing swiftly that happens to have a ridiculous stock price.
It seems high time for this guy from Kehoe White to get to work. I'm
on the road but will pester him in the am.
Hope the rest of your portfolio is faring better. I'm not happy. The
Q:2 earnings won't disappoint. I don't expect much above .13 cents.
The back half of the year is what you should focus on. When research
is out there, I expect the volume picks up considerable. A friend of mine in NY picked up 49,000 shares right around 10. He used a Jersey discounter I'd never heard of. I didn't realize he owned so much. So
now, short-term, I feel crummy about that, too. When they go up, of
course, this all abates and I kick myself for not owning more.
Call Vegas and get an earning model. Then let's talk further.
Quilty |
