FWIW, I have not gotten that impression. He was drawn in on the last earnings report and still has a positive attitude.
Anyway, I think the big seller is way over-reacting to the ER and drawing in a couple of others. No, the quarter was not impressive, but good or bad, this is all trivial stuff right now and really should be a non-event. No, there wasn't any pulse drying revenue, but I don't think we expected much. The last video indicated some preparations were being done for this sort of work, and the report suggests efforts are being made to bring in bulk sales. A PR might have helped.
Obviously, the liquidity issue is a problem. If the big seller would just back off, miracles could happen for the price, even today.