I'd say he did a nice job with the piece I just caught (about the last 20-25 minutes). No Verb chatter, but the end effector discussion near the end would just as easily explain why if there was such a discussion going on. The "earlier partnering" question I took as alluding to the Longtai deal and I wasn't clear on the root answer to that one, maybe for similar reason (a little circular banter to distract from the original question? Maybe I missed something when evaluating leftovers in the fridge...)
He seemed to handle it all rather professionally. I was hoping for something more but honestly everything he talked about is really positive. He seems like the kind of person who will hold responsible people to their timeline commitments, and there is indeed a timeline, so the most critical takeaway from this week in my book in that he has put the chaos to rest. There is a plan; they are working to the plan; pieces are falling into place and progress will now be measured, tracked, and hopefully reported to shareholders.
I did not offer any questions, but one I thought of as the call was progressing was if he would welcome continued feedback from the retail investment community. Shoulda...
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