Msg. 05727 of 54959 (This msg. is a reply to
05726 by
tkc)
Jump:
Hi tkc,
They've built a sales structure that - in design - should yield stronger, more sustained results than you allow for.
So my question is a different one: is the sales structure based on a visible pipeline, or is it simply speculative?
If it is the former, then the ship is finally emerging from the fog. Unlike Hari, I don't discount the latter. I'm going to wait and see, with my optimismometer set at 7 for incremental growth (or 6 if they produce no more than one major sale this quarter, also depending on scale).
You're kind CF, I am looking for an opportunity to exit or at least lighten up. I'm doubtful any SP spurt will be high enough or long enough to exit so I'll be around for some time to come. Besides I really enjoy this place, so even if I do get out I'd have to drop by to read topical, insightful posts. At my age I need to be in income and dividend growth, and even a little in spec. Wave still just seems too far out, under current management, to really be profitable and provide investors' a return. There will always be another mountain to traverse, a greener pasture to find, or new family members and cronies to enrich. I too want to see TC come to fruition, it should be a game changer - I'm confident it will occur. But as you allude, in what timeline. How much can Wave benefit? When? Will they share? Too many questions, too little "real" guidance and too much negative history for me, now. At any rate I plan to stick around and enjoy your hospitality. Thx
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