Yeah, the quiet period was a disaster for the stock. Longs are hoping there is enough organic news to turn it all around without an RS. Very tall order, and we will see. The 10Q didn't help with confidence though and all the pp selling either.
I just shake my head at the decision to go quiet. I do understand though that since Nasdaq in 2018 was the goal they needed to bring in revenues. Since that wasn't happening fast enough organically they had to acquire a company with revenues - which may have then necessitated the quiet period. Some say the quiet period hasn't been quiet at all, but it has been. They are relying on 'hints' and 'bread crumbs' to make things loud but they don't make up for a feast of PRs and 8ks.
If in fact great things are happening organically, I think they would have been better off continuing to put out news so that the share price would be supported during the Oracle/Marketo ramp of of training, and not being so laser focused on going to Nasdaq this year. A well worded PR about the FB blog and about the Twitter embedded IVs along with another big IR push could have done wonders for the stock.
The timing of the silence was just horrible in terms of killing the momentum and not even using the word 'transformational' could counter that. But I think the fear of more future naked shorting was overblown by investors and management alike, and that is part of what drove this whole plan.
But, I'm being an arm chair quarterback in questioning things. The Master Plan seems good from what we know about it so far but I do question the order and timing of this part of it.
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