I think a reduction in cash receipts quarter-on-quarter in a...

I think a reduction in cash receipts quarter-on-quarter in a "high growth" tech company with a $500m valuation is a MASSIVE problem...

Is it really "a little worse than you expected"?

And importantly, what this company has termed a "major agreement" may not necessarily actually mean "major agreement". So really, no investor can actually ever say they are certain what "potential growth" may look like.

Unfortunately I can see a lot of holders rationalising their predicament by thinking - "wait until the next announcement", "this next one will be the tell all", "the product is good" etc.

In the end, the facts are that there have been a million and one red flags - hopefully everyone learns from this fiasco going forward.