perhaps we should no longer respond to UberTrader and Co; I know...

perhaps we should no longer respond to UberTrader and Co; I know I wont due to the following:

Having watched today' webinar has filled me with all the confidence I needed to not only hold a relatively large position but to also top up AFTER the event.
Here a few nuggets (not exhaustive) in addition to what has been announced in the last month or so:
-Cash flow positive and in fact profitable,
-first $12m month,
-growing nicely again,
-debts in US back under control (not surprised as clients in US such as reputable hospitals will always pay, but still good to see)
-more cash at end of June 2025 (more than $28m) than at end of previous period. Jan (CFO) saying no CR needed and that business is fine and profitable.
-India growing much stronger than I thought it would be (mainly due to being able to charge a decent price per item and the amounts of tenders they are winning) and could one day be bigger than US; the chap leading the team in India (am I right in that it is Raghavendra Shenoy, ex Johnson & Johnson) was very, very good, too. Lots of local knowledge and excellent spirit. I wonder whether he deserves a lot more credit (much of what has been given to SR may be actually SR's based on his efforts ,
-US growth good,
-exciting growth elsewhere, too, such as Mexico
-MTX complementing and not cannibalizing BTM which is excellent
-Robyn (interim CEO) came across as very knowledge and the tandem with David seemed to work well; actually, this was the most interesting bid of the call; before then I thought they rather soonish needed hire a super experienced, global CEO; after today, I am not so sure anymore; yes, another big name and more CEO experience/material may not harm the SP (expect a jump when this will be announced) and company but even without this, they are doing pretty well
-all the product they gave away to Ukraine etc. was paid for indirectly, which was news to me.
-Toby did well, too, and that new platform/cell/transplant story is shaping up nicely; let's wait for the article to be published to see which global companies are involved but this could be huge for PNV; something is telling me that there is something big brewing here that could involve some corporate finance

-DW seemed to really enjoying this!!! Full of confidence and surrounded by a strong and well performing team. I have watched the webinar with my critical glasses on (took the full hour to really sit down and to not only listen carefully but study their body language etc.) and could not spot a single reason for why someone would be crazy enough to short PNV at this stage. They seemed to be enjoying doing this and so did I watching the webinar. Only thing that was missing was Q&A at the end but then there was no time left anyway as they had to get through so much.

As such, why would we listen to some HC chap who lives off our responses and who might be the same person posting this on FB:

when all we need to do is to sit back and let our PNV investment work for us or in other words let DW and the excellent team around him get busy again for another short while and watch the next webinar full of nuggets, as they did promise to do this on a regular basis now. Wonderful! Let there be a World webinar day every second month

Have a nice relaxed weekend everyone!

@hottod: edit, after posting the above; you beat me by a minute and also by the detail you put into your summary; I very much value your posts. well done, as always!