Re: You're right 10bagr, you didn't sway me....
in response to
by
posted on
Feb 01, 2019 08:47AM
Regarding the SSRA, in addition to what has been stated I thought we were told at the AGM that dispensing with it avoided an associated statistical penalty. To me at the time that seemed like a reasonable thing to do.
BDAZ at the AGM management stated they were “around” not “at” 200 events and in the January presentation they said they were “over” 200 events. Both times they stated events were occurring at 10-15/mo. To me, being a bit cynical, “around” likely means less than but close to 200. But does around or close mean 195, 190, 180 or even less? I for sure don’t know. What I do know is that if they are still getting an event rate of 10 to 15/mo and 201 was the actual January number over 200 then it could take longer than until February 12 to get to 250. My hope of course would be that my low bar is way to conservative. Would be nice if we got thrown an actual current number but I seriously doubt it will happen. Who knows maybe in the February presentation management might throw us a current number they are “over”