Re: i saved your post WST before you deleted it. Its better to be honest then to pretend. Havent longs on this board done that for a long enough time already?
I think any information is better than no information. If you don't have access to management with an emerging company, you really have no information or understanding of anything. You do however have to test this information for credibility and work out your own probabilities of success.
I suppose just rank speculation on no information is better for you. Doesn't take any work and we are all on equal ground. You guys shouldn't be investing in new growth opportunities if you don't want to try to understand the technology and its strengths and weaknesses. How would a venture capitalist ever invest in new companies if he couldn't do this.
It is you and others that are not informed enough to do your own thinking. You just say I need proof. Well good luck beating the market if you always have to wait for 100% proof of everything.
I certainly have never said that any of the opportunities are guaranteed but they are way more likely to succeed then the market currently thinks. Just because I refute pessimist misinformation on this board does not mean that I am absolutely sure of everything or that after 35 years of doing this full time that I don't have a feel for or an ability to discern who is being truthful about what.