I know one analyst who's on the MS field trip. I will just say that there's a lot of optimism about the NEC and bidding process, both in terms of timing and value creation. I've admittedly been much too optimistic about the timing of everything, so I'll refrain from making further projections. But I think that a lot of excitement is about to erupt.
Unfortunately MS is also one of the IBs so they can't say squat. More than likely this trip has been on the books for weeks and was probably supposed to coincide with a NEC approval probably last week and perhaps a bid approval such that MS could really talk.
It would be really unfortunate if Management is spudding a well just for MS itself to see in a grandstand play. Perhaps there is some sort of check hand over with photo opportunity with O'Neill and MS and a golden shovel and all the NEC in attendance.
Someday IOC will shuck the jerseys of the Washington Generals/New Jersey Reds and be a real team until then it is anybody's guess when they will win a game.
"But I think that a lot of excitement is about to erupt"
I think this is code, pump-speak, for "I think the stock price is going to continue to trade lower". Cfing, I might advise you not to make any predictions about anything. You are worse than Cleo, the former "Jamaican" psychic, now doing time.
Coming from the guy who predicted IOC would go bankrupt over 3 years ago? Talk about Mother Cleo!! Sorry Erich, as long as you have the hubris to criticize others with their predictions, it's only fair to let everyone know how well your predictions worked out.