RE:The market, the company, and the managementGreat post and I 100% agree with you. There is a lot of upcoming decisions that management can't screw up.
1) They need to treat their investors (especially the larger ones) with respect. What I mean by this is that NGC cannot afford to lose the interest from the whales that have essentially funded this operation to this point. Furthermore, I believe NGC should extend the warrants they issued out to these players another year because we all know those warrants our worthless and if your large investors lose out on these sweetners, then NGC could be left in the dark with no one.
2) Make changes to the management compensation packages ASAP. Hit the drawing board to come up with up with a solution that is respectful but shows investors that you're also willing to cut when they are losing.
2) Replace the entire IR staff. I hate to call for people's jobs but enough is enough. The IR staff should be one that promotes the VALUE of this company and doesn't put management in situations to fail (like the more recent shareholders call). This team should be creating new ways to promote their assets, promote their cost savings, and promote the graphite market that is swinging in their favour. The releases from this company have been absolute trash and they have caused more confusion that confidence. Get that sht fixed right away.
3) Financing strategy. Lay this plan out real damn soon so that investors don't get spooked with your inability to operate within cashflow and horrible press releases. We need to see a plan that prepares NGC to be in a position to lead / dominate when the time calls for it (which could be 3-5 years away).