RE:RE:RE:RE:The importance of managing expectations@Immanuel:
You should relay your thoughts on setting appropriate guidance and then beating them to IR...so should every other shareholder. Like I mentioned before, it would be 9mths of total self-commercialization by our AGM this year, so I do believe RR should give some type of guidance to investors by then. He did put out the 200+ units "goal" last year, but it is not clear if that is indeed guidance or just an aspiration goal.
However, I would disagree with your comments regarding management ability. Yes, all of us should be furious about the stock performance, and it is reasonable that certain investors will want to change management (obviously you are one of them). But there is absolutely no point in making stuff up in order to push for that change. No offense, but I doubt many on this Board has a clue of what type of long-term gross margins expected for VP4s, consumables and service components, and I don't think many have created complex spreadsheet to model things out like profitability, cash level, etc. Even the sell-side analysts' models are very sloppy on this name (remember one sell-side analyst whether consumables gross margins would be around 50% long term--he was WAY OFF). On the contrary, if you have a chance to talk with GK, he is on top of those things, as he should.
Finally, like I said before, if you want to change management, you have to tell investors who will be stepping in to replace RR/GK, so we can judge which team is better. Otherwise, you are just whining and/or playing Russian roulette with any change.