From: Blaze Spinnaker
This is based on
* STMicro patent (Increased about 4.5%)
* Cherokee Investments (Increased about 2.5%)
* Rossi stating third party reports in March (increased 2%)
* Lack of news from Defkalion (-1%)
News seems to be coming in fairly rapidly at this point.
Could be updating this probability more frequently.
If so, then the ARPA-E inclusion of LENR for funding should add something
positive, and the Defkalion departure from Canada should detract.
Why give so much comparative credence to the STM patent application? First
off, it was not a very good application in my estimation, and could be net
neutral. Cravens patent stuff is more meaningful and important. The main
plus is that a major company went to the trouble to file something.
Robert Duncan moving from Missouri to Texas A&M could go either way, no?
The Chinese connection could be assessed much higher.
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