RE:Overly OptimisticAgree. This is really a catch-22 stock. IMO it is likely the quarter will be light on revenue, say 28-29M.
The problem is if you believe in the story of SVC you can't afford to risk taking skin out of the game. I'm averaged in nice and low and I'd rather be fully invested and take some pain than miss a blowout quarter if it happens. If they delivered 34M this thing would skyrocket.