It is clear DM is struggling and it’s evident from the recent interviews on unknown or little league radio shacks that he lacks the technical knowledge to effectively communicate the major industry advancements made by 4DS.
Listing to DM makes me think we are a pharmaceuticals company.
I am not confident DM is the right person to be leading strategic discussions with industry heavyweights at imec.
We are 7 weeks out from those meetings and we have no update on the new strategy or any further technical updates specifically on retention.
As JD mentioned, “the ASX is news hungry”.
This is not the time for DM to go full radio silence and give nothing, market do punish stocks that treat investors like mushrooms.
Very Poor Form.
30 Nov 2023 AGM: Questions to be Asked, page-270
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