Juenke I'm with you, but.....
at the same time, anyone who bought after the Nasdaq uplisting is down 50-75%. Big ole lump of coal.
I've been buying all week and will continue to do so, but my two beefs at this point are:
1. Communication remains awful. I get Lebbys style, but it also is what puts us all in a position to have to constantly speculate about everything. The 2 PDK's done 2nd half is the perfect example of this. He drops this on us in May, we all expect some announcements, and it takes a few of you begging him for a public update to find out we're on track?
2. When we keep the above in mind - I'd like to know when they're going to stop selling f*cking stock. I also think it's possible that management has forgot over the last year that they're in the stock selling business until they're not.
We have money into early 2024. They have told us that's customer ramp time. We're now borrowing money to other companies (funded by stock sales) with no insight. Marcelli said there would be up-front payments on deals which are coming. So what the hell are we doing? Given we have no insight on this topic from management we have to speculate. My hope is they're going to use this money to attack some other opportunities. But once again, that's just hope. Only Lebby knows.
For me, Lebby has to produce something real for the investment arm of the company (US SHAREHOLDERS) by May. If not, I will ask some very specific questions of him, and I will do it on the record (Q&A at the ASM).
Bullish
News 
Market Data 
Discover 
AI
