I can't tell you what to do but...Bearing in mind the lack of news and the tanking market the stock price has actually held up remarkable well for a relatively unproven company. Most any other stock at this stage would have halved.
Here's my pitch for staying long:
1) I know it doesn't feel like it but the tailwinds that are propelling this business (COVID, physical space closures, need for smart buildings etc) have only INCREASED in the last month
2) The market is broadly a trashcan - there is literally nowhere smart or safe to put your money except into cash - if that is what you need/want then no judgment but if you think you should sell this to swing into something else then you will likely get bitten real hard
3) Again, i know it doesn't feel like it but management is still on plan. They haven't promised anything they haven't delivered and words like 'struggling to keep up with demand' - though unspecific are v.bullish even in the abstract.
I am very emotionally and financially invested here and I have no intention of selling even if it goes down another 20% before news. I've got a good handle on the market and there is absolutely nothing out there like this at the stage it is at.
GLTA and keep your heads up
HT