Savannah tribe8 Sep 2022 10:41
The current situation reminds me very much of the tribe of short people living in the long grass. The fact is, we simply don't know what's going on, units have apparently been sent out to test, we don't know what the CSF is, or whether the units are anywhere near achieving these. It could all be going swimmingly, and we simply aren't being told, or conversely, it could be that things are not going swimmingly, we can only wait and hope.
However, what needs to be remembered is that there have been a number of false dawns in the past, and in the period leading up to the ultimate discovery that the product wasn't commercial, there was a period of radio silence, followed by a veiled admission that the product wasn't really fit for purpose, at which point, a replacement product strategy was announced. Those who have been around long enough are mindful if this, hence the grave concern over the current lack of news flow.
I say give it until the new year, and if noting positive has been released insofar as sales orders (as opposed to units sent out on test, JV's with indeterminate terms, etc.) has been released, then I believe that we should rightfully be concerned.
I would ask, at what point in time would the uber positive camp start to feel concerned about the progress of the company?