I see this as JC being at a crossroads predicament. He can see investment opportunities within an industry at it's infancy,but doesn't have the cash to buy. A position I can certainly relate to being in !
The industry is here to stay.It's not going to go backwards now is it.
An industry that has just started to crawl and won't be long before its up & runningHe doesn't want to divest current investments at current low prices as he can see upside coming in 2019 but wants to make a move. It will be put to shareholders early January but IMO the top 20 will decide if we all take a step back to take 2 steps forward in 2019 of if we do nothing and stay as we are to take 1 step forward in 2019. Like sellin, I"ll be buying up if I can scrape up some more $