Hey mrdingo,
I was thinking the same thing, but I'm in two minds.
The recent attempt at being transparent, would have a significant purpose. It's not their style to do it with investor concerns, being their motivation. Otherwise we would have had such transparency, since the SP went on the slide back in 2021.
Their either on the brink of announcing a licensing agreement / sale. Or the cupboard's bare and they have reputations and CV's to safeguard, whilst this being their due diligence with reporting and correspondence to share holders.
I'd favor the licensing scenario for two reasons. Firstly PH doesn't give a TINKERS TUSK about investors - He doesn't even go to AGMs as Chairman, if he doesn't feel like it ! Secondly, they've dropped the que about not being able to discuss deals, unless their finalized before going to investors (a few times in the Q&A and their summary yesterday).
But who could trust comments as a guide, as it should be a 100/1 bagger by now if anything Leslie hinted at materialized since 2021. The fact its coming from Hopper, tells me its a trail to something huge cooking. He doesn't wase time, let alone words on investors. All that was summarized by them yesterday, didn't seem to be an assurance they'd gained a clear objective of investor sentiment. But rather an announcement, documenting it for the record -
SOMETHING"S COOKING !!
Stay tuned !!
-GO IMU!
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