Ralph is honest to a fault ... what a straight shooter. Doesn't try to sugar coat anything.
As a result of listening to this again, I'm even more confident in where he is taking this business.
I did wonder how Sensera would achieve the production scale needed to become a >$1B company, or would it become, and then remain, a highly profitable $300M MC. Ralph addresses this directly at the end of the presentation, expect an agreement on a strategic partnership in the next 6 months that is a game changer ( I would guess with a manufacturer, although this is not stated, that by default becomes a potential acquirer of Sensera ).
I do wonder if "investors" bother to actually listen to what is said, or if they skim read the presentation and make a host of largely incorrect assumptions ... hence the SP drop. Whatever ... I topped up.
Good luck Ralph and team for 2021, looks like 2021 will be a company maker.
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