01-28-2014, 02:34 AM
They could put something out that Phil's expectations were too high (in a more fiscally correct manner). Regarding Duma and IPI, under promise and over deliver would be to not mention this or mention it to be completed in a manner that will allow IOC to succeed. IF IOC does not follow through by 1/31 expect another slam to the pps and this will be two strikes as perceived by the market and more moving to the IOC business as usual, different faces and same BS. Not my take but it will be the markets.