Charles Archer's Substack article "Monkey need oxygen"17 Jun 2026 12:53
I've been invested for a while and following this chat board for a while. I've been disinclined to participated in the chat because of all the poisonous, personal mud-slinging that's been going around, but I thought I'd throw something (possibly relevant) onto the table.
It seems to me that the share price is following a pattern outlined by Charles Archer in his "Monkey need oxygen" Substack post. With reduced frequency of RNSs, the share price of a small cap, pre-revenue startup will jump up/down sharply at each RNS, with gentler decline in the silent intervals. A higher frequency of RNS/news will refresh the share price to better reflect a 'true' value more of the time. The tradeoff is that at some upper limit of frequency, too much transparency can cause more problems than it solves.
I'm suggesting maybe there's no right/wrong answer while the company is pre-revenue. Bo is clearly a 'less noise, more sustance' guy but that has consequences on the share price behaviour. I think more important long-term is the way that behaviour develops the product and grows the company (substance). Should he do more media work? Personally, I think 'Yes, I think he should be doing more media appearances to talk up the opportunity, but not at the expense of getting the real work done'. Unfortunately, that means investors will get more stressed out at the share price downwards drift between spikes up.
Money talks. IMHO, the big re-rate to properly value the company will occur with published revenues and profits, leading to awareness from America institutional investors. Until then, we have a choice of either believing in the substance by sticking/raising, or folding.
Taking out our (possibly legitimate) frustrations - with Bo's choices of how he allocates the management's finite bandwidth - on each other, isn't going to make much of a difference. Say it to the management, say it once, say it clearly, then make your choice and live with it.