Prosser, did you just sell all your shares? This last post of yours sounds like someone that just did a 180 on EFL. Just asking because it's quite a notable change in sentiment.
Has someone at EFL suggested there is a problem?
After all this time, you now think there's a problem with price and too much cycle life?
Either way, there is something seriously wrong here. Sales started to look promising and they sign a a supply agreement with Raymond and their global sales team and ever since, it's been crickets. I already told you "I" personally lightened up because of this and wouldn't hold much going into Q4 earnings. If this keeps up, I may have to sell it all.
"If" they somehow managed to come up with a good Q, I'd almost have to consider accusing them of withholding information should that happen. Raymond orders are part of their backlog and they've stopped pumping/releasing any updates on that. Not happy at all right now.