RE:Irrational meets rational 1) In theory I agree, but based on what's known about the two last deals we're in the dark and trust is low - hence the share price. Unknown timeline also speaks to it. The two first deals were pretty good, nailed by another CEO who's long gone.
2) I want Howard to confirm change of CEO, floating an idea via PRC Partners does not cut it, especially when they proved to be so wrong about the upfront.
The share price would double or triple if Howard announce his retirement! In fact, that could trigger sustainable and substantial higher share price.
3) Since the pet deal would include multiple partners there's a chance - in fact I demand it - that deal numbers could be communicated. But in general I don't see this 10x to materialize over night. They prioritize revenue streams down the road.
Surprise me, please!
4) In theory I agree, but what's the plan to finance the expansion? Dilution? French grants?
Communicate this to the market!