Well... maybe what you say is ONLY because ....you may not know that you do not know.
One of the participants in the new product category niche that I was involved in pioneering was a one-man operation and he literally went from $0 to $500 Million in (high-profit) sales in roughly 10 years........ and another one man operation did not do so bad either. Of course there were many companies much larger involved in the 'maze' .... but these savvy navigators were smart enough to understand leverage and positioning.
And this new product niche was a very tiny fraction of what LQMT is involved with. (I would guesstimate maybe 1/100 to 1/1,000 of the size of the LQMT 'playground'). These 1-man operations that achieved this success knew the importance and benefits of confidentiality and leverage and they were shrewd navigators.... or they would have never been a part of this new product niche ..... and they also understood the importance of using confidentiality to control positioning and to control 'soon-to-be' billion dollar marketplaces.
The timing to tout your stuff is dependent upon all the variables and leverage in place. If you believe in the smarts of the navigator you have invested in .......then nothing should discourage you unless you find out they have lied or misrepresented something that is material.
So I would say that if you believe in this new industry that is evolving and you continue to see all the great research and information (that helps us dummies 'connect the dots' day by day)..... then maybe it is a good idea to stay the the course unless and until you see the dots are no longer connecting ...... or until the 'Captain of the Ship' has lied to you in a material way versus the stated objectives. Otherwise if the 'Captain' you have invested in is being tight-lipped..... then the chances are very high that he knows this 'silence' is to his great advantage (which also means it is to YOUR great advantage as well).
It is just a matter of understanding the evolution of an emerging multi-billion dollar marketplace...... and the way they must be navigated depending upon who the navigator is, their level of resources (in relation to the size of the new marketplace etc); their established relationships .... the strength of their intellectual property, their knowhow compared to everyone else competing in the same space ..... blah, blah, blah.... In these situations when you MUST rely on navigation skills versus available resources (i.e. relative to market size)...almost always, it is not the the fastest horse that wins the race or makes it to the next round ..... but rather it is the smartest jockey who prevails.
