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Re: MarcoPolo4 post# 155335

Saturday, 09/09/2023 5:06:41 AM

Saturday, September 09, 2023 5:06:41 AM

Post# of 236430
Marco, you forget that the company has said every year since 2008 that meaningful commercialization would commence the following year. That’s 16 consecutive years of being wrong.

So, what are we to make of that fact:

Two things -

1. The company is having a challenging time negotiating a complex and fluid market.

2. The company is incompetent at managing shareholder and market expectations.

I believe the company is working on #1, relatively competently.

What we need is a dramatic change in #2. The reason there are angry longs is because the company continually fails to temper its lab enthusiasm with real world commercial execution challenges. We’re all big boys and girls. Give us the full picture, instead of nonsense hyperbole like “ubiquitous”, and we can evaluate the prospects.

Management is the cause of the strong divergence of opinion here. They need to correct the problem.
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