All that matters is 1300 days from now, todays price is not mondays price, is not 4 mondays from nows price. It could be higher, t could be lower than where we currently are by those mondays. But in 1300 days(4 years from now), we will not be anywhere near this price or below it.
Now they try to outwait you. They know you have the facts, they KNOW the facts, so the stock will sit most likely for awhile(any period of time as just look at LVS) as they want you to forget about this GEM and goldmine that in 4 years will have almost a billion in cash based on current cash flow(cash flow should INCREASE with any decline in sheepskin costs and with the coming UGG pure in 9 months).
But now it is just a matter of them tryng to wait you out and they will succeed at waiting out some. There is a reason there is the 99% and the 1% and it really comes down to this factor in the markets.
If you can wait 5 years, you will make nice money. If you can't, well then you are playing the wrong game as they will most definitely beat you most of the time. They control the volume(with their machines and with what they choose to invest in at which time) but at the end of the day, money will come to where it needs to go.
For us we know as well as any other company that there will be anywhere from 600M to about 1.2B in potential cash accrued over the next 4-5 years. They could take us up slowly or they could price us in ahead of expectations.
The point is you don't know. So you prepare to wait and no matter what, you will win the game.
They want you to get frustrated. They know we are wired for instant expectations now with our cell-phones and TV's and mcdonalds drive thru's that give us what we want, when we want it. The market can be used against that wirirng and since only they really know when it will move(again, THEY control the volume), then we will move up. But must have your bets placed beforehand and prepare to wait till the tree blossoms and we can start picking fruit.
Could be as fast as 12 months or as long #$%$ years. But I am parked here.