Let's put this in perspective, I'm a medium term sh with substantial cash invested, substantial being subjective, relative to everyone here.
As such I am very bullish on the company story and management, however, I have some informed opinions which I am entitled to do as I am a shareholder:
1. I think they should roadshow the AJX story get wider media coverage and hence expand the potential interest/volume in the share
2. I absolutely don't agree with 60,90 or God forbid 120 terms of trade, for all the reasons and the case study I posted above which is simply an example of why companies extend terms of trade on suppliers.
I have never seen, ever, where a group of shareholders sit in a circle and sing the praises of a company without any question of strategy, advance the shareholder wealth. In fact Septa it's your duty as an investor to be always critical (but fair) considering you have invested cash.
I hope that by raising these issues it may rise up the chain and stimulate perhaps a better strategy from the management, if it's needed. If not eventually the sp will determine how clever they are.
Now regarding the 4C it's my belief they will post at least $1.2m based on 906,000 being carried forward from the last. If they don't the reason will be terms of trade, which is how this discussion started. And again I just simply say, if they have a patent, if it's cheaper than the nasty stuff they need to toughen up in the Finance dept and set their payment terms properly, perhaps they already have? Who would know because they haven't said.
Well that's my opinion as a shareholder and yes I see big potential longer term of course, but that doesn't mean holding hands and singing kumbaya.
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