In my view, the only thing worth understanding with clarity is whether we've been drinking Kool-Aid all these years or a chateau Rothschild that have, like us, been aging gracefully.
The list of unkept promises is now too long to ignore. The failure to educate the right people so that the current situation AND WAVE'S solution is left largely unknown, is a real problem that management must finally deal with, and the failure to explain why SKS is satisfied with what, to me, is very slow growth at this point in the company's history needs to be explained as well.
500,000 TPMs out there and 3 Fortune 500 customers (GM, PwC, BASF), was not the company's game plan, I'm relatively sure. What is the expectation of sales for the next two quarters -- a specific objective for the next three quarters should be required after all the years of missed objectives.
As a minimum, I want to see two closed deals every quarter for the next year from a CEO who has promised 10 to 20 in the pipeline....8 is enough! between this SHM and the next. My expectations for Wave value are a lot higher than $15, and I believe that we really, really, really need to do better at EDUCATION -- and that was four years ago one of the CEOs stated objective. I'll give them a C- given the number of mentions of TCG in regards to Lockheed, and an F in regard to reports of Wave having a solution in the press.