RE:The credibility discountsome investors cannot differentiate the future of guidance and statements of facts--that is what has already happened. The Webinar is going to give facts for fQ3,: adherence rate and collection of receivables, not future guidance. Unlike established big companies.guidance for small start-up and rapid growing companies are exteremely difficult.
theinvestor22 wrote: Keep in mind, in addition to normal discounting (of future cash flows), there is a considerable credibility discount that investors are applying to all those lovely and numerous contract announcements. The latter is so large that even life altering NRs are having little effect on the market value of the company. If that latter discounting changes - and we might be very close to the tipping point on that - then the gloves are off in terms of market recognition of future potential earnings. In other words, look out above.