HC: Yup to that NOT statement. I find meself now, like the other longs here, to be in the surprising "tactical" position I'd hoped for when I first started reviewing VLNC. I say surprising because how often, really, does this type of thing occur(the getting into position I mean), eh? If luck be a lady then she be smilin' right now, at least that's my gamble.
As for the statement from the Big Boy firms.....yup, I agree the "lurker" community watching VLNC is becoming easier to see, and what'daya know, it looks like the side-lines are packed with people just waiting for a clear signal to join the party. And what those big boy statements tell me is yes, clearly the lith-poly industry sector is starting to gain visibility and the commensurate market community interests. But it also says they're well aware of the industry's history, so I also view their statements as "put up or shut up," meaning, "Okay, you've got our interests and attention. Now let's see some contracts from those who need your product the most, THEN we're ALL gonna have a party." ;-)
Now let's see how the next few weeks go....
John~ |
