RE:RE:RE:RE:RE:Good Conference CallNo worries. I think that point about the mortgage stream accounting is really underappreciated and could be a big deal. Part of the reason this company has had such a hard time with investors is that the financial statements are so damn hard to wrap your head around. Not just the timing issues of canola payments. But the fact that their balance sheet is a bunch of canola interests and regular fair value adjustments to these interests make the income statement really volatile. Like I said earlier mortgage streams will help smooth this out this earnings volatility. Hopefully that means the company screens much better for a broader base of investors.
As an aside, I was involved in this stock since the very early days, sold out completely around a year ago, and am now back in - and still adding. Seems like a good time to accumulate with not much news likely in the next several months.