Sphere 3D Corp (ANY)

[JamesK101]

Shorts have more ammo than ever after the call. ANY is still bleeding red like there is no tomorrow, guidance pulled, money losing business purchased, and G 2.0 was glossed over during CC.

Management not breaking up revenue to highlight the G 2.0 traction is telling. If your UBER product is selling well and has potential to change the world, you highlights the hell out of it! How many new clients adopted G 2.0, contracts, revenue etc.

Whatever EK is pulling smells like **it now.

Shorts have numbers on their side, and those numbers tell the story of the same-old money losing OVRL with a new fancy name. As longs we keep being fed the story about potential and what can/may/ought/should happen next quarter.

The lack of clarity on when revenue will ramp up and if Sphere will ever be in the black in the next 12 months is a huge concern.