RE:What really made me wonder was the BBN Infomercialgibbonsj wrote: I know everyone on this board thought it was amazing but to me it came across as quite cheesey which is something I've seen with too many Venture listed companies.
Personally I thought that the interview was just okay; not great, but there were some good insights to be had. Maybe it was just me, but it looked like Dalsin was a bit creeped out by McCreath. The recent (May 7th) Midas Letter one provided much greater depth and insight.
gibbonsj wrote: Dalsin also refers to PHM as a "gig" which is not exactly flattering.
This stood out to me as well, though I believe he's been working on Convalo for a while, so I'm not overly concerned by it. It sounds like PHM has a good team as well, which helps.