Hi all, Following the announcements, I feel the tension here and want to chime in. I cant piece the words as eloquently as others but hopefully my thoughts come across. And those who know of me, know Im half full, not half empty.
The impatient part of me is numbed that we have two important patent announcements and the effect on the SP is bugger all. Who would have thunk. I can also get my head around the big picture value of these patent protections, so double thumbs up to our founders and team.
My personal view in simple terms, the announcement regarding Manny, is a nothing to see here thing. Manny has dug deep when needed, and fitted in with the new structure also when needed, and the company is honouring the deal. I guess they could have shafted or bulldozed him with the expiration of the options??, who would have been proud of that? Just another example for me that the company is doing exactly what it says it will.
If Im honest, Im also frustrated with NDA's and that there is not more updates. In my mind, I temper this with the fact that management are on recored of many hints, explosions of sales, watch the financials, valued many times current value. The list could go on. (except its Friday and a few beers in). My honest observation of this organisation, besides the revolutionary technology, is of admiration of ethics and good value's. I hope they hang on to this as the company grows, maybe Im just naive. Ive been in for a good few years now, and pretty much, give or take, they have done or achieved what they have said. A bit like a script really.
There have been posts here about timelines and updates, and varying levels of expectation. I hold other stocks and see other updates ans reports, so I can totally understand some frustration or craving for information. Then, I remind myself, that we probably have all the information and updates we need, already, we just need to understand or accept the big picture timelines, and the state of the bloody planet at the mo.
Anyways, my beers is empty and I need a reload, so to wrap up.
I think we need another 2 qtrs to see the hockey stick on the revenue curve appear. Im patent for another year or so.
My dear old dad used to drum a saying into me. "don't worry about the grandstand, keep your eye on the scoreboard"
Our old mate Fact Finder also keeps drumming in to have a plan, research and plan.
So I am going to watch the financials, and attend the next AGM to hear the SeanH talk about the company's achievements.
Enjoy the weekend everybody, my heart and thoughts go out to our southern mates with the storms, stay safe.
beer time.........
siliconangle.com
