RE: What’s going on ?2 Aug 2022 10:14
Harsh but fair imo.
Yes , the openings are awesome and they deserve huge praise for what they have achieved.
Im surprised they have not closed more than two deals so far.
However, I have lost count of the number of times they have failed to meet their quoted schedules and goals and it’s an irritation to me.
Can’t be bothered to do a list as it would be so long.
Perhaps an example for you is the UV cabinet side which at one time they were bragging of record orders and huge growth trajectory , only for it to appear to have fizzled out of existence. (perhaps it’s doing better than I suspect, but they have been somewhat opaque about the business so who knows ?)
I do agree with most of your points, however, my point is , that I would be far happier as an investor if they met their quoted time schedules and goals.
Perhaps it’s only because a 6 pm meeting for me doesn’t mean 6.05 , and that’s why I get wound up.