RE:RE:RE:Notes on the coming March 31 financialsWhen's the last time any good guidance was released?
dwolfenson wrote: Excellent posts, Yasch. That is, this one, as well as your renewed dialogue with Delice.
I typically buy puts and/or go to significant cash just prior to earnings. Short of a big runup next few days, I don't see buying puts at this level as making a lot of sense and won't top off at more than 25% cash... more likely 10 - 15%.
No secret that cyber traction is key. Forward guidance also clearly key. Would be nice to get some added clarity with respect to patent sale, as well as meaningful (enthusiastic) Ivy updates about POC's and timing. I'm hoping, but not optimistic about FB suit news clarity as relates to partnership or monetary compensation. Even if JC just allows that we are happy with the outcome. Going through something like that as a shareholder, I believe just over three years of gut checking, imo deserves an exclamation or, at least, a period after last sentence.