As we all get excited about the coming PA, the rising POG, increased recognition of inflation and the financing crisis in the US, I keep wondering of Dr. Webb et all have to some extent timed the release of the PA for this better atmosphere.
Think of it like this. You have one round in the rifle, and your very life is at stake. Do you hold off firing your one round until the very last second, to be sure to get a kill shot, or do you fire it off right away - and get eaten alive by the predator. (don't want to say polar BEAR).
I think that without being slimy in any way, the TDC team planned for July - August as the time to focus on demonstrating the value in the company, PA, news, and deal making all to come together at the same time. Or they had trouble loading the round and that saved them from shooting it off too soon!
But it's been tough wating for that shot.
SKELEG