RE: RE: RE: Live 3D You may be right about the incompetent part..time will tell.
However, you may be surprised to know that financial due diligence is always one of the final steps of the contract. So, it is possible that management just recently found out about the need-as partners were reluctant given Sensio's small size and balance sheet. But like I said before, there may be more to it than their reason given, and we can only speculate.
As for my opinion of the call, I thought it went rather well. I went into the call jaded---first with the PP, second with the 3DGO delay, was fearing a third strike emerging from the call in as little as a week. They were specific with TCL likely being signed with the next few weeks, or at least, they saw nothing standing in the way of signing the deal in that timeframe. If we hear nothing in a month, I really start to question management. Perhaps they are simply being strung along and fail to see it.