Hi Mike I can assure you that the "Options have value" phrase is anything but casual. I have spent a lot of time trying to break the model, including meeting...
964
Chris matts
chrismatts1968
Apr 26, 2013 6:49 pm
... Hi David You are right that financial and real options are different. The discussion of financial options is not correct. In financial markets the historic...
965
Martine Devos
mmdevos1953
Apr 26, 2013 7:19 pm
Hi Chris, very interesting. I assume we may quote you on it? martine...
966
David Anderson
netherby_uk
Apr 26, 2013 11:58 pm
Thanks Chris! Good and useful clarification. I appreciate your experience and knowledge in this field. I agree that anything that requires humans to speculate...
967
David Anderson
netherby_uk
Apr 27, 2013 12:01 am
Josephine, Doesn't commitment create obligation? Hence, how are you perceiving a separation? Help me understand how you see them as separate? David...
968
David Anderson
netherby_uk
Apr 27, 2013 12:22 am
Chris, I find the article on causal entropy to be rather encouraging and optimistic from a philosophical (and religious or spiritual) perspective. The...
969
Josephine Gemson
josephine4685
Apr 27, 2013 1:59 am
Hi David, I am perceiving a time-gap between the two, where sometimes in the face of evolving information, it can create a change in risk profiles As a student...
970
Chris matts
chrismatts1968
Apr 27, 2013 7:24 am
David Thank you for the link. I have read it and downloaded the original article to read later. I note from the credits of the original author that the authors...
971
Chris matts
chrismatts1968
Apr 27, 2013 7:53 am
Hi David Thank you for your response. It shows me that I have not been clear in stating my opinion and experience. I am not saying limiting WIP is wrong. I am...
972
Mike Burrows
asplake
Apr 27, 2013 12:39 pm
Hi Chris, Very quick reply from the airport... By "casual" I meant throwing that phrase around casually, and I was trying to explain some (il)logical...
973
Chris matts
chrismatts1968
Apr 27, 2013 1:07 pm
Hi Mike Makes a lot more sense. Real Options is not a stand alone subject and should not be considered in isolation. As you say that can lead to absurdity. The...
974
Patrick Steyaert
p.steyaert
Apr 28, 2013 11:23 am
David, I see now that I had not read your initial post carefully enough. So options not only have a tangible cost - the effort that was put into developing the...
975
Chris matts
chrismatts1968
Apr 28, 2013 12:16 pm
Hi Patrick When Olav and I speak about Real Options these days we ask the audience to classify a number of examples as either Options or Commitments. The...
976
Patrick Steyaert
p.steyaert
Apr 28, 2013 2:28 pm
Hey Chris, Fully understand. That is for me the reason to look at a product or programme as composed of probes, enablers, table stakes, exceptions/delighters....
977
Lukasz Szyrmer
lukasz.szyrmer@...
Apr 29, 2013 2:24 pm
Chris, While I absolutely love the real options comic book, I’m not sure I agree with your view on explicit WIP limits. I think the analogous concept in the...
978
Chris Matts
chrismatts1968
Apr 29, 2013 2:45 pm
Hi Luke I suspect I'm not making myself clear. I am not arguing against limiting WIP. I am arguing that the use of Explicit WIP limits (i.e. a limit for each...
979
Lukasz Szyrmer
lukasz.szyrmer@...
Apr 29, 2013 3:24 pm
Chris, Can you send over a link or description for "explicit WIP limits"? Not sure I am familiar with this particular term. As the team should only be working...
980
machun010
May 8, 2013 8:16 pm
if i take out a option value by black shole in europian option DOES IT INDICATE I CAN BURGAIN WITH THE WRITER OR INSURER BELOW OR UPTO THAT PRICE? IN 5 / 7...
981
Chris
chrismatts1968
May 8, 2013 8:50 pm
Hi Interesting question. Are you on a course studying options? Trying to understand the context of the question. Regards Chris (Sent from my iphone.)...
982
partha ray
machun010
May 8, 2013 9:29 pm
i am doing my PG thesis on real option of steel procurement in low cost housing, , i am an architect ... From: Chris <chris.matts@...> Subject: Re:...
983
Chris Matts
chrismatts1968
May 9, 2013 6:03 am
Hi Partha Have you seen this? -> http://decision-coach.com/real-options-and-black-scholes/ Please could you describe the problem you are trying to solve using...
984
partha ray
machun010
May 9, 2013 5:16 pm
can any one answer please!!!!! ... From: partha ray <tablukpartha@...> Subject: Re: [real_options_discussion] real option in material (steel procurement)...
985
Chris Matts
chrismatts1968
May 9, 2013 5:23 pm
if i take out a option value by black shole in europian option DOES IT INDICATE I CAN BURGAIN WITH THE WRITER OR INSURER BELOW OR UPTO THAT PRICE? IN 5 / 7...
986
David Anderson
netherby_uk
May 19, 2013 11:49 am
Josephine, Are you implying that commitment is something you could back out of and doesn't imply obligation? Like getting engaged, planning the wedding but...
987
David Anderson
netherby_uk
May 19, 2013 12:13 pm
Hi Luke, I understand what Chris is saying but I believe his view is only valid at a certain specific level of social capital. He is treating social capital as...
988
partha ray
machun010
May 19, 2013 4:52 pm
989
Josephine Gemson
josephine4685
May 20, 2013 4:44 am
Hi David, Not exactly, because I would not say commitment implies obligation but rather it leads to obligation. Using the engagement-wedding example, 'I accept...
990
Lukasz Szyrmer
lszyrmer
May 20, 2013 4:18 pm
Josephine, This is a useful distinction, i.e. the loss of “goodwill” as an asset vs. a financial liability. Also, to muddy the waters a bit, I think that...
991
Nick de Voil
nickdevoil
May 20, 2013 4:59 pm
Certainly as regards English law, an oral contract is in principle no different from a written one. And from a contractual point of view, I see no fundamental...
992
David Peterson
dpeterson72
May 20, 2013 5:58 pm
I agree and, even more generally, a commitment does not have to be between two parties. An obligation is a legal, social (moral) or contractual expectation. As...
