It was about Avanzar in the shareholders letter linked above the stickies (New York did not have any sales for that period the previous year). I am totally willing to give the company time to grow, except that I think we just need info about what the company is doing to improve sales from where we are and how they plan to fund themselves if the LOC has been exhausted, since we took a new note on, even though the share structure is maxed out.
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