What happened to huge demand and backlog from Smart Gateway? And this is the difficult question we have to assess... Either you buy Peter explanations or you don't. If you don't, you sell. If you buy the story, you either hold or buy more.
Personaly, I am sitting on the fence on this. This is a microcap and pot holes are normal, like it or not. No idea how they allocated their limited sales and marketing budget. Are the deals that got pushed back ate all their bandwith ? Or are they getting pushed by Evolv ? Anyway, because of One, I can give them the benefit of the doubt. And will revisit in March when they publish their 2nd quarter results. Then, One will have been certified. Not too sure if they will be able to book sales One until then, so their numbers should not benefit from it.
As to getting ride of Evans and Hersh, well, tough luck, with their employement contract, they would be entitled to 1.6/1.7 M for dismissal without cause. So, either we succeed with Evans strategy or bye bye.
GLTA