I think I overlooked how good that strategy update presentation was, in term of the detail it provided and the exciting path forward. At the time, I was so focused on the struggling share price and concerns about near-term capital requirements that I didn't really see the forest for the trees. Perhaps too, I discounted the content a bit as "marketing spin" by the new management.
Well worth going back and having a good, slow read.
Amazing what a few weeks and a decent quarterly can do for one's perspective.
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