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Tuesday, January 19, 2021 11:17:35 AM
Is that what is happening here? We really can't say because we don't know what is going on behind the scenes.
We assume radio stations beta testing - now 4 months along - is going very well and will result in turning the beta testers into paying customers. But for unknown reasons that hasn't happened yet.
We assume large funding - now months later than originally expected - is going to happen in the coming weeks or months which will then allow large scale deployment into the radio stations. But for unknown reasons that hasn't happened yet either.
Hopefully there is a LOT going on behind the scenes to ensure that our assumptions are accurate, but I do wish we would get some clearer feedback on why the business plan laid out early last fall is taking longer than the CEO had predicted.
Some may be surprised at my comments/tone because I've been a HUGE supporter and believer here in both Zach and the business plan, and provided quite a bit of DD, including price projections. I still am but I always try to look at both sides of the issue. There is tons to like here, but there are some things that a skeptic would say are red flags too. I personally think it likely is just taking longer than they thought it would and that there is no fundamental problem. But what is 'it'? Why is it taking longer? That's the part I would like more feedback on.
The price already has far exceeded short term investor expectations given the relative lack of new information on the radio station rollout. I thank my lucky stars.
My philosophy is to just be honest and balanced, and let the market decide if it agrees or not.
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