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Re: None

Monday, 08/04/2014 7:11:29 PM

Monday, August 04, 2014 7:11:29 PM

Post# of 111920
Observation: Yaniv has posted on twitter almost every day for the last month, and hasn't gone more than 2 days between tweets. As of today it's been three full days since he's said a word on social media and his instagram is now private. Nothing about SF but Denver was extremely exciting for him. Very off balance as far as what he is portraying. Expecting some news tomorrow or Wednesday on something we aren't expecting- won't be earnings. Can't really get a feel for if something positive or negative is about to happen. Personally I think they want to sell this company and that's what the NY trip was for. I think they were told they need to test market their product more and demonstrate broader sales application and that catalyzed the recent travels. They have a very weak association with MMJ at this point. Also expecting some announcement with regard to a marketing campaign and feel like maybe SF had to do with that. Odd that he would randomly promote Instagram for total vapor. Anyway that's my musing for this afternoon. When we see q2 we will be halfway thru q3 so hopefully dror has some good comments on guidance.