Wednesday, May 13, 2026 1:04:18 AM
Lewrock, you are confusing "setting the record straight" with a "desire for congratulations."
I see no need to apologize for raising red flags. From 2021–2024, the company avoided massive dilution by maintaining unrealistic expectations. The cost of that avoidance was paid by shareholders when the price corrected to reflect the actual proximity to commercialization. If my analysis "sped up" that correction by a few months, the impact is negligible compared to the dilution that would have occurred had the stock price been tethered to reality during those years.
To that end, it would be productive for everyone to stop focusing on my role over the last few years. Whether a perspective has "won" simply because the price moved is irrelevant. Constant mischaracterizations force me to set the record straight, which isn't productive and—as Treebaum pointed out—sets a poor tone for newcomers. Let's move on.
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I see no need to apologize for raising red flags. From 2021–2024, the company avoided massive dilution by maintaining unrealistic expectations. The cost of that avoidance was paid by shareholders when the price corrected to reflect the actual proximity to commercialization. If my analysis "sped up" that correction by a few months, the impact is negligible compared to the dilution that would have occurred had the stock price been tethered to reality during those years.
To that end, it would be productive for everyone to stop focusing on my role over the last few years. Whether a perspective has "won" simply because the price moved is irrelevant. Constant mischaracterizations force me to set the record straight, which isn't productive and—as Treebaum pointed out—sets a poor tone for newcomers. Let's move on.
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