### Comment:
I would say the gains today were inevitable, but from this point the stock is now priced reasonably properly where the market thinks it should be, as opposed to the overreaction on Friday. I think it’s a risky move betting either way from this point. It literally depends on the report which we know nothing about.

### REPLY:
So your entire investment thesis is just that markets overreact. You have no basis what the current value is \- other than, when bad news comes out \- initially the market will oversell and there will be a subsequent small bounce?  
  
 3 companies own an aggregate of 37&amp;#37; of the company.  If any one of those decides to sell \- this position is tanking.

### END.