Thursday, July 09, 2020 11:27:05 AM
“Andrew Garnock has been selling for a while, so that is pretty public with the Form 4's. I can't comment on your Pachyderm theory, except to say that it is off target and the reality there would surprise investors. The back story on this sort of thing is far different than what you might imagine. That field is so large, there is room for many competitors. As for the management of the business, those are questions that must be addressed by Anshu and Chris. I try to answer questions quickly and accurately, but some of the latest issues have not been resolved or answered by management yet.
I am passing on more emails and commentary than I ever have, but at the end of the day, it is up to the team to issue the kind of news that will turn sentiment back in their favor. The notes and the status of shipments are the two main questions. Verus has made their projections every quarter except the pandemic quarter, so if they say this will be a strong quarter, that is the one area where their track record is very good.
Mark”
“A wise man thinks ahead; a fool doesn’t, and even brags about it!”
Proverbs 13:16
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