Any public speakers out there?
The first rule is that it is easy to deliver a speech to an audience that doesn't know your topic, but much more difficult to speak to a room full of peers, when they know very well what bullshit sounds like.
The second rule is that, unless you are Robin Williams, you must prepare. Gather more info than you need, summarize it, organize it, practice, do whatever you must to ensure there is substance there. Only then will you have confidence in its final delivery under pressure.
Now, imagine Collardeau calls in Zagoren last April and says "Here is V1. Give me your professional opinion. If you say so, prepare your material and we will spend half a mil promoting it." So Z tries, and recommends postponement until V2.
Same story for V2. "We souped up V1. Ready to take your best shot yet"? "Not!"
Hence V3. "OK, we listened to customers like Tsio, and investors like Terri, and Warren, and ztect, and we altered course in a big way. What is your pro opinion, now?" "Show Israel! Switch to ATT. Line up IBE sponsorship! Show the world!"
Now, as an investor, ask yourself "Would I open my kimono if I had nothing to show?" This is not a snow job on an audience of magazine writers. This is an audience of business peers who tuned in because they need a product like yours. Not to mention investors, who are paying for a make or break performance.
Think about what is coming in April. Internalize this notion for a moment. The insiders know what they have on their hands, and are putting it on the line in April.
If it's a fizzle, we all go down. And there is admitted Uncertainty involved.
But this stock has always been a zero or a ten. Any in between price is a reflection of the market's confidence that PNL will execute. No price can really be justified, until the applause meter registers, and the customers follow.
GZ is giving it the Green light. And so am I.
GreenKeeper
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