RE:RE:RE:RE:RE:A Hot Mess?Brieguy, appreciate the comments and effort behind them. Not many posters make that effort. And I agree with most of your views. The bottom line for the stock is had they delivered the kind of sales tbey suggested they would, it wouldn't be where it is today.
After this experience, I am not buying into their narrative about how great any of their disruptive technologies are. They may end up being exceptional, but the question that matters for this investment is whether they will be meaningfully picked up by clients and what may be the challenges to adoption. That we do not know. So, this play's future will depend on that. And the biggest threat right now IMO is whether they will continue having financial resources to carry everything out or will they have to refocus on a more manageable scale.
Great upside potential? Maybe, at the right size. A gimme? Absolutely not, and a bunch of serious risks that need to mitigate in the short to medium term.