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I am well known for my tact :-)

The macro picture is interesting, but I'm really interested in some analysis of their earnings. Maybe that will be overshadowed, and I would not be surprised to see CRESY at $7 again in six months. The question is what is its intrinsic value, based on the latest results?

Given the macro factors you outlined, this might not be a question we need to answer any time soon. But I'm still interested.
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