RE:Where the heck is FD... Oh I'm here. I pass once in a while. I find this place has turned extremely noisy. Low signal to noise ratio.
I've been actively involved with EEStor so it leaves almost no time to Prometic. Except for my monthly or so visit to Fred. I still stand by my analysis. Including the part where I mention inevitable delays as the only risk on the PPPS side. ;-)
Which of course comes with more dilution.
I will probably be back here for a short while once the EEStory finish unfolding. And after a little pause maybe, because it's been an exhaustive ride, fueling the revolution in Cedar Park, Texas. Or I'll use an other platform like slack. Because this place has been so hostile it ruins the whole experience. Besides, I honestly think by the end of the year or so, Prometic won't need any such level of day-to-day anymore. So after I'll update my model with the change in PPPS plants and proteins plan and with the clearer path ahead for PBI-X, I expect to come back here only once in a very while. Pharma is a slow business. A few hours of work per Q following it is way enough. It's the privilege of the owner to let the staff do all the work. :-)
Oh, I'll be at the AGM, of course.
Regards
:-)
FD