TpT, a few points,
SKS will address ramp and hiring and so on, but it wont mean much. Sure, they hire to build and sell more stuff. That's pretty much what he will say. "Critical juncture" "tremendous opportunity" ... I believe these things, timing in execution being the things that can only be observed in the past tense, so, in some ways it looks early (exps) but I really don't know.
On juvenille cc cancel, I simply do not know enough. I expect they assembled their stuff, gave it to an auditor, auditor didn't like, they though they could pull it off, they failed to ... again, I know absolutely nothing about that process, I can't judge whether its "juvenille". It didn't much effect the SP. The actual numbers may do that.
On ramping up to sell ... I can't discriminate between ramping up to sell from ramping up to not sell. As a practical matter they are both ramping up. Now, if you are talking winding down to sell, that's a separate matter. Cut staff, cut costs, cut R&D, polish the books and sell, but that's winding down to sell. I do not think that notion enjoys the support of shareholders.
On generating shareholder value, I have never really known what this means. Does that mean saying things that will bolster the SP? If it means doing things then I would assume it means building and selling products, which is what I believe they are doing. There are some cosmetics they could do, give the options dump a rest, maybe actually buy some shares, tighten some comp belts to squeeze the numbers towards looking better (but not really meaningfully impacting growth).
Basically, in the end, I have this Q as a miss or revs at around $1m. The rest is mostly an alignment of events.
Acquisitions cost money, check.
SBcomp translates directly to profit/loss, check.
Building a sales network in anticipation of (as opposed to in the presence of) significant demand costs a ton, check.
I kinda feel like I have been saying this for some time and that time has finally come (well except that $1m miss in my guestimator, which is a drag for sure).
It was great fun to point at a doughnut hole for months. Folks generally seem o.k. with doughnut holes as abstract things out in the future. Folks seem to feel entirely different about doughnut holes once they are actually in one.
This is what a doughnut hole is feels like from the inside.
Suddenly, (perhaps) some casual interest in trees? Oddly, at this juncture I (of all people) am inclined to opine 'don't lose sight of the forest', this thicket of trees has been on the radar for a long time.
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