Doesn't sound like the facts are an issue but rather what those facts mean with the currently available information. That's not a dig at you, its a statement on perception and whether we should seek more info to make a clearer decision.
For instance, perhaps there were signatures needed on a deal before they can release said PRs in question. Boris has said before they won't mention things in a PR unless its certain so they could have had them prepared ahead. Or maybe they decided to make a change and put certain info in the upcoming shareholder letter that needs to be released before other PRs can. Or maybe he is really holding back good news. The point is we don't know - have you asked him why?
Same thing on the dilution. Yes, the OS count has increased 7-11 million each of the last several months. Maybe there are debt conversions hitting, maybe they are closing deals with equity that will yield multiples in assets or revenue for what those shares are currently worth, maybe both. I like calculations on a fully diluted basis anyway because it gives you the "worst case scenario." 500 million shares into $110 million assets is still .22 pps. Again, have you asked Boris why the OS keeps increasing?
MY perception is that these scenarios are the reasons why the tweeting has not been helpful - it poses too many questions as to the company's intentions rather than actually clearing them up. Personally, I don't question Boris' intentions based on the public and private communications I've had with him, but again, reliance on tweets alone may not bring someone to the same conclusion as me.
Thoughts?
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