Tuesday, June 15, 2010

"Rawnoc" comments about CEO's recent quietness


Maybe he's so confident of near term success he doesn't even want to bother?

I know I wouldn't. Ever build something so great that you kept talking about and talking about but were delayed a bit then in the final hour of completion you get real silent with a mischievous smile, knowing it will be more fun to spring the final complete surprise on everybody?

Seen it a million times in the stock market. And like it or hate it, we've seen it a million times with John. He tends to get real quiet and keep everybody guessing just before he releases the next massive round of success. On this appears to be the final round of phase 1 as phase 2 = production, sales, profits, and rapid growth.

Well at least we hear from him often. So many of my stocks I'm lucky to hear from them once a quarter. I prefer under promise and over deliver in results, but I think John will be proving to do exactly that just not so much in timeframes which are largely not of his control. That said I think he's learned to drop timeframes and over deliver on results. The biggest and most important and only thing that matters, so far, on that aspect is what he under-promised about the efficiency of P2O and what Islechem over-delivered in their report about it.

I think people are going to poop themselves, in a good way, when they see what's coming.

Raw

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