I agree that there is more to this financing than meets the eye.
One wonders whether the CFO tango was part of this dance...BuT asking partners for loan does rather ring the danger bell of revalation when under NDA. IT all went so deadly quiet before SV arrived, including the results of all the work done on ring oscillators and PET. Frankly the caginess about that and the extremely cautious form.of words we dislike in all subsequent NR I suspect is the effect of pandering to the security requirements of a most secretive partner.
I do feel there is some truth in the notion that getting the shareholder mix between right re retail and Institutions is part of the pley ala PC'S comments at CIC event.
We are all guessing what is realy in management's minds eye really at the end of the day.
Sula
