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Monday, November 05, 2018 3:04:53 PM
I'd shared with him my perspective that, hey look.. Incremental revenue growth against the trade financing that we have in place when he's stated publicly a number of times that he thinks he can get to break-even around $5-6mm in rev. That's not nothing. Anshu wants a grand slam, massive revolving credit line for the backlog, but those credit people are going to feel better about both a greenlight and terms if revenues are moving and the stock is responding a bit.
And also... Communicate. Much more. It's a public company. You can't not communicate -- and to your point actually get on a call -- with your investors. Consistency goes a long way, in my view, and would help to set some reasonable expectations in the market. Right now we've got a new (unannounced) ticker symbol, a CEO who is incommunicado, and a broken record from IR. These things - in my view - seem amateurish and spook people who otherwise want to believe in a multi-year story with Verus.
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