Haytore, the assumption that's a bridge too far fo

Haytore, the assumption that's a bridge too far for me is that she and Grisalfi were in cahoots. For all we know, Grisalfi played her. Or she played Grisalfi. Or neither of them played the other and one or both had incompetent lawyers.

I'm not saying they didn't tag-team us. I'm saying that we on the outside don't know enough to know.

SEC forms are an art form. You have to tell the truth, but in distilled/summary form. You don't have to tell the whole truth (in the sense that you don't need to get completely granular). The truth behind the disclosures is known to people on the inside, and not to us on the outside. My assumption, based on the extended silence from inside, is that things got very complicated and are requiring a whole lot of sorting out. Ergo the delays. That's my story (and it's only a story!) about what's been going on.

I don't have a good feeling about Grisalfi; I never did. Too many promises, too much BS. And his track record doesn't speak to his integrity. Li is a total black box to me. I don't have a clue about her integrity or her business chops. She may be great; she may be in way over her head. At this point, it's all conjecture. About Grisalfi, about Li, about where we are as a company. Eventually we'll find out about the company. About Grisalfi and Li: We shall see.

FWIW, I have a good feeling about David, Harrington, Welch et al. But I'm reading tea leaves there, too.