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Posted On: 08/17/2017 2:41:17 PM
Post# of 41414
Re: Old & Wise #36238
Well I think mogul realizes I do not have any issue with him, and if he doesn't then he should. I do however take a little Umbrage to the approach that one step solves the rest. It is not him but his comment highlights much of the thought process of others I have seen. And I do not think that we should always take the approach that this red carpet will roll right out. I just want to be real about it.
Going back to Bens comment about sentiment, and tying the two together, we cannot assume that getting the audits finished will be the magic potion. It is the first step, a huge step,in the process, but there is still a tremendous amount of work to be done. I think Ben would agree that we need to recognize that, and in doing so recognize that there are still a number of points of risk.
We are having what I consider to be a healthy discussion about valuation. That also requires assessing the timeline As well. I may be in the minority but I am starting to change my expectations a little. Asking if it will be a dollar at a given point or how to get there is all up for discussion.
It will take quite some time to get to a 10 cent1B valuation. Unless they do x y and z. Again all up for discussion. I have my opinion and choose to expound on it to provide the justification for my assessment. Go ahead and counterpoint...I have no problem with that. It may change my outlook. This is where the fun part is - the debate.
Going back to Bens comment about sentiment, and tying the two together, we cannot assume that getting the audits finished will be the magic potion. It is the first step, a huge step,in the process, but there is still a tremendous amount of work to be done. I think Ben would agree that we need to recognize that, and in doing so recognize that there are still a number of points of risk.
We are having what I consider to be a healthy discussion about valuation. That also requires assessing the timeline As well. I may be in the minority but I am starting to change my expectations a little. Asking if it will be a dollar at a given point or how to get there is all up for discussion.
It will take quite some time to get to a 10 cent1B valuation. Unless they do x y and z. Again all up for discussion. I have my opinion and choose to expound on it to provide the justification for my assessment. Go ahead and counterpoint...I have no problem with that. It may change my outlook. This is where the fun part is - the debate.
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