The metaphor for the original post was more like "You're already wearing a raincoat and umbrella, and you're forecasting a flood warning?" So, the flood warning (project revenue) may be completely incorrect, but it's not incongruous with the fact that I'm wearing a raincoat and umbrella (current investor valuation). :-)

I mean, if you go outside and everyone else is carrying an umbrella, it's probably going to rain.