Wednesday, September 12, 2007
Position Update: NTRI
My guess, this quarter is a blow out and the "future news" is being leaked.
I think that spooked at least one major holder who sold aggressively, whacking bids during the August turmoil. Since then, I think someone "smart" has done the work to get confidence the CFO leaving doesn't ncessarily have to mean 3Q will be worse than guided, or that there's been fraud, or "accounting irregularities", or any of the other bad things that often accompany a young CFO leaving a fast growing company.
Besides, if they speak at an investor conference it's unlikely they're going to hit investors with a negative bombshell any time soon without the officers/directors getting bombarded with class action lawsuits.
And if none of the bad things are out there, the stock is fucking cheap as hell.
Is this the MVIS heads up on this Beemer?
Where's Crude Broker?
On a side note, the storm is not packing a lot of wind, if there are production cuts, (which I have not seen so please show me a link) I doubt that will affect natty. Everyone is telling me natgas is just up on the price of crude.
Links to this post: