This quarterly is the important one...........those that invest on hoping ADRC will be adopted as the complete IoT solution and that the MC will rocket to $500M+ will need to re-rate it.
They need to get as close to cash flow neutral and work on getting revenue from smaller companies like JBT, I think you can only expect a MC of $50-100M if this is the case.
I'm more optimistic about JCT then you, but the next quarterly will tell us........
