Not sure why my earlier reply didn't go through in the other thread?....so I'll try here
I'm surprised the market has reacted so positively, although thought prior to today pricing had started to assume the very worst. Even as a holder though, I tend to agree with @jaluma as far as sentiments regarding messy reporting. One minute listings is down because of an effort to clean up poor quality listings, next minute some of the geographies report an increase in listings and it's touted as if it's a positive?
I guess the market really has been hanging out for confirmation of positive cash flow in certain segments - to me, it seems a case of bizarro world