A brief commentary. Either: A) Joe had no idea the way

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A brief commentary. Either:

A) Joe had no idea the way this NGIO div was going to work, as far as the dates go. In which case it is ridiculous for him to throw insults at us about how we "don't know our investment" or didn't do our due diligence (as he has been doing) or,

B) Joe DID understand the minute details of the way these obscure date rules would work, and he was utterly incompetent in his communication of this information and functionality of this system.


What do you guys think? Is there another option? It can't be that he wasn't involved, as he was quoting dates on con call remarks and during Q&A.

Personally, I go with option A, based on the timing of today's PR, the way Joe reacted somewhat aggressively today, etc.

Either way, disappointing.

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