JP, 1st, how's the back? Hope good man! I ab
Post# of 30028
Posted On: 07/22/2014 9:44:56 AM
JP,
1st, how's the back? Hope good man!
I absolutely agree ""If you don't eat yer meat, you can't have any pudding. How can you have any pudding if you don't eat yer meat?"
Let's say the JV partner is holding out to see the numbers before they make a deal.
GC seems real confident in the both the numbers and the reaction it "will" / may receive.
If the numbers were poor, GC would try and make whatever deal now and tone it down a bit, no? Or at least personally that's what I would hope.
If the JV Partner is playing chicken and not wanting to sign, GC "knows" the numbers are good and it'll cost 100 x down the road as he's said to that effect. So, the contract could be for X right now and that comes off the table when the numbers are revealed.
And with all the companies he's met on the last 6 month road show, what if, Company X says, "GC, if those S & S #'s are anywhere near ...(let's say both 90's +). We'll order 500,000 right now.
GC says, put in a P.O. on contingency that if they are above those numbers you'll buy ...
He could now go to the JV Partner and show them not only revenue guidance, but actually committed P.O.'s and thats where he can give guidance + any possible contracts or grants numbers that may be coming in.
I absolutely get the perceived order, but him bringing up the whole "can't say we'll need too R/S" is really interesting to me. Cause going from.14 to up list without any R/S is well, I don't have the words for it...
My possible conclusion is, GC is a wild man throwing out crazy talk possibilities or he already "possibly" has rev guidance that gets up to up listing status or near it and in Q1-15 will reevaluate on whether or not we will need one then?
Open to hear other thoughts... I just can't fathom why he would say it and then say another two times in the same conversation.
Ok, I'll tone down the obsession, I am not unaware of how this may read.
Exciting for sure...
1st, how's the back? Hope good man!
I absolutely agree ""If you don't eat yer meat, you can't have any pudding. How can you have any pudding if you don't eat yer meat?"
Let's say the JV partner is holding out to see the numbers before they make a deal.
GC seems real confident in the both the numbers and the reaction it "will" / may receive.
If the numbers were poor, GC would try and make whatever deal now and tone it down a bit, no? Or at least personally that's what I would hope.
If the JV Partner is playing chicken and not wanting to sign, GC "knows" the numbers are good and it'll cost 100 x down the road as he's said to that effect. So, the contract could be for X right now and that comes off the table when the numbers are revealed.
And with all the companies he's met on the last 6 month road show, what if, Company X says, "GC, if those S & S #'s are anywhere near ...(let's say both 90's +). We'll order 500,000 right now.
GC says, put in a P.O. on contingency that if they are above those numbers you'll buy ...
He could now go to the JV Partner and show them not only revenue guidance, but actually committed P.O.'s and thats where he can give guidance + any possible contracts or grants numbers that may be coming in.
I absolutely get the perceived order, but him bringing up the whole "can't say we'll need too R/S" is really interesting to me. Cause going from.14 to up list without any R/S is well, I don't have the words for it...
My possible conclusion is, GC is a wild man throwing out crazy talk possibilities or he already "possibly" has rev guidance that gets up to up listing status or near it and in Q1-15 will reevaluate on whether or not we will need one then?
Open to hear other thoughts... I just can't fathom why he would say it and then say another two times in the same conversation.
Ok, I'll tone down the obsession, I am not unaware of how this may read.
Exciting for sure...
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