Another ThoughtAlthough a bit frustrating at time, I must commend LL for taking their time to cautiously proceed with their spending.
Think of this - look at where we are and how much money we still have left. We are not dilluted, and we have plenty of runway. This was either a result of slow management, or taking very smart steps forward. Either way, I'm comfortable with where we are now.
We seem to come up with new ideas and throw them out there to steep, long before signing any cheques. This reminds me of the guy at the poker table who stops to think things through for as long as he needs.