jdchen I know you have a large position and so do I. Quite frankly playing aginst me is the fact that Summer time I never look nor contribute to anything related to the stock market, as my Business takes all my time..hence Autumn to late spring is when I play/research and trade. Keeping only what I trust to be solid long term plays early summer and selling all others, and obviously I thought MRP was one of the keeper.
Truth be told I'm not quite sure what to make of J. More but frankly have not nor will I send him an email again for he certainly does not articulates anything close to what he claims to be close to delivery or events to come.
As for his investment strategy, that just like you has me scratching my head for like many given the Insider byuing of the past, that indeed had an influenece on my Investment decision - today not quite sure what to make of that, let alone the fact that More is a former Canacord tune singer/player - hence knows how to play the violin very well and exit in the middle of a jamming session without notice to the Band members!
Quite frankly, I would fell more confortable if we heard from Cavanagh a heck of a lot more and a heck of a lot less from More !
Obviously a lot of people are throwing the towel hence we are being royally spanked - lets hope it's just a speed bump and that by September 28 we will have a clear indication of who is putting money on the table to support further efforts. As I stated earlier, my gut feeling is telling me Equinox or Asibelua well swallow a big chunk - if that's the case I will be more at ease with this play.
Right now far from comfy, that's for sure. Also darn anxious to hear from Schlumberger for they have all the numbers now it would seem.....
Best of luck is all I can offer right now and like you patiently awaiting some supporting and recomforting news, with meat !