Saturday, March 23, 2019 7:35:27 AM
Don't forget that one of the comments made by Peter in his post-New Orleans Fake Book Post, was that none of the meeting's attendees even asked for the HR, which to me, is him downplaying its relevance to deal partners. Why?
This has again been a concern to me because if it were so stunning, it'd be a cause for celebration and they would be telling those same meeting partners (and the ROTW), the exceptional results, whether they asked for them or not. Of course you would as it is one of the major KPI's upon which the whole premise of farming shrimp naturally in accordance with the Patient rests. That they can do the same thing as every other Aquaculturist, but better and with far less mortality.
So why wasn't it flagged to potential buyers of the product/M&A partners? It's essentially their chief USP and a Buyers entire Value Proposition for the business rests upon this key metric vis s vis competitors?
More questions than answers now this stock and I'm sorry longs and bagholders, but Peter's performance during and after this event has done NS no favours at all.
Note also Boston post-event quiet period? Or simply another dismal failure to get their value proposition across?
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