I agree with all of your points. My only concern is why there is so much selling, aka bailing, today. I think people were expecting some kind of indication that production was indeed occurring this past weekend as Bill had mentioned. This indication would have been in the form of photographs that Bill had said he would take once production got underway. There aren't any pictures (I just checked @TPACbearings), so people are becoming skeptical and discouraged.
Just my $0.02.
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