Proto - I’m long LWLG. Very long. It’s time for management to describe the ‘Customers’ they have had years-long NDAs with.
Before ML, Jim M would say things like ‘if you only knew who we were working with you would be really excited.”
The process has dragged on long enough under the cover of NDA’s. We don’t need to know company names, however, we should know what industries these customers are in, the level of their interest/commitment to this technology, and what kind of market capitalization they enjoy.
Many things could be said about individual customers without revealing “disclosure“ information.
For years now, NDAs have in effect, created an imaginary customer list, that we know little to nothing about.
Secondly, we need to know a lot more about the nature of undisclosed “milestones” mentioned by ML in the share holder update.
The shorts are going to get a lot of ear-space until the NDA fog is lifted, and undisclosed milestones are discussed and a lot more is known about the nature of the “demand” side of this technology.