RE:RE:RE:RE:MBX Tweets it is working on OmicronUltimately stating the obvious should not be perceived as negativity.
Raise your hand if you thought we would be at December 3rd without a repeat order from ONtario, during any of the previous newsletters or shareholder updates.
VTM was and is a big reason for the optimism in the companies future.
The fact that we do not have a repeat order 2/3rds of the way through Q1 is not good.
In my opinion it is correctly stated, and although I quite enjoyed the last shareholder update, i really do not thinkg this was adressed well enough by Cameron.
If anyone goes back and looks at the early "VTM" guidance when the product was launched the numbers were astronomically higher than what we have actually sold. There is no announced partnerships with other customers, and we are currently being asked to rely on the 'shelf life' of the product as comfort that all is OK. Sorry, this cannot be spun as a positive.
Still invested fully, still strongly hopeful about the future, but VTM is a miss at this very moment, and in my opinion, this board should call a spade a spade on both sides of the ledger.
Personally, I have no issue in either blindly pumping or bashing the company, but we see some pretty good analysis on this board. I believe highlighting VTM as a short term miss is accurate.