RE: Podcast9 Aug 2018 22:33
I agree with seadog and see Royscot as a frustrated genuine investor; at least he raises valid points which, in all honesty, have no real counter at present other than equal speculation to the contrary. In my humble opinion, posters who come to the party with valid alternative interpretations should not be shot down in the same way as the mindless trolls.
Very difficult to judge intentions behind the podcast and ultimately nobody knows for sure unless actually 'in the know'. Could have been to steady the ship and maintain the recent (and welcome) news flow ahead of official news. Could have been to manage expectations and emphasise how long the process takes for the benefit of those who post 'no news today' on a daily basis. Could have been a teaser before dropping 'the biggy' in short order, but then part of me wonders about the legality of that; would they be able to release such a podcast within days or weeks of news? Granted there was nothing sensitive but not sure of the logic/legality of doing so?
As with all carrots dangled so far, it's open to interpretation. On the one hand there are those such as Roy who are frustrated with the constant 'jam tomorrow' approach, whilst on the other are those like seadog who see each piece of news as an attempt by the company to keep shareholders informed of everything that's happening behind the scenes but to do so in a way that does not contravene AIM rules....interestingly Alison also alluded to such in the interview.
I suppose I sit somewhere in the middle between the two interpretations, though certainly on the more optimistic side. After over 2 years invested it certainly feels as though things are really starting to happen. To balance that, I do also have that niggling concern about cashflow and lack of any income should timelines slide or indeed if the deal is not as imminent as some hope. Very difficult to call indeed but perhaps all the more exciting because of it for the more cavalier amongst us. Here's to news soon, happy investors, dejected trolls and ideally a #BOOM rather than a #BUST at the end of the next RNS please Simon....