Fair comments but i am afraid you have to broaden your thought process just a tad.
Yes markets have been dire BUT with these deals NSB will be showing they are getting very large customer share. Any market slide hits a bottom at some point it is guesswork as to when that is but history proves the fleet of foot and those that keep up their expenditure on Rand D and in- house technologie can gain a massive advantage on competitors.
JCs are well aware of that and that is why they are hitting the ground NOW.
It is a brave man to call the bottom of any market or slowdown but one thing i am sure of :you don't get 6p shareprices on the NSBs of this world when massive orders are out in the full public domain and the market on a full steamahead recovery path!!!
You have to put up the cash or not, that is the only choice at the end of the day, after all you cant be expected to watch the game if you aint paid an entrance fee, can you?