Ann: Q1 ARR $42.9m, confirms strong outlook, page-105

JP, firstly VMK mentioned that someone estimated n3 to cost 12.8m and have added 3 odd mil in ARR so that doesn't seem good to me and now they are moving toward partner channels and senior sales teams so for mine I don't believe n3 have been a great fit. I also think that management could really help investors giving out some numbers on the ( unless I've missed them ) good or bad but just keep the people and investors backing their company some better guidance, why was are only 2.9m this quarter could they provide a little info before the 4c - like we are targeting much bigger companies with longer delays but growth should realign next quarter it's just a catch up. it's all speculation until the 4C.
I appreciate the MP1 comparison but where is there are to burn ratio, are they near break even or 2 years away as u think that matters as a start amongst many other variables
I just get the feeling that when I bought at 28c 3-4 years I thought this was a great story but a great story and getting your sales channels, your spending , your management and client investor relations right really goes a long way to growing the story. I'm still in have sold some but question if getting these things right and possible paying more later is better rather than have capital tied up. a simple conference call for investor update each quarter may help people make better decisions but I do feel ankittle lack of transparency , good headlines like strong growth but nothing really with a bit of depth . I know it's not bhp but a little bit more info from management than us all guessing and speculating is only fair in my opinion especially when they are tapping you with constant credit raises. Bit of PR can go a long way
I think there are some changes that need to be made and some are been made it communication in any relationship is always key !