Twinvest, I know that you are always going to post on the positive side with relation to ADO, but you have been following it long enough to realise a pretty average quarterly report when you see one?
I have been in ADO for about 2.5 years and it is my biggest holding by far, I follow news and reports religiously and that quarterly was the first one in a long time that I have not been impressed with.
Technical problems, more "restructures" holding up deals, and we both know that this has happened twice already in the past, and we still don't have those contracts??
Absolutely no mention of our watershed deal that should be earning us decent money by now? I mean it is our biggest deal to date, and even by your numbers should be earning us $3-5 million per year, and yet there is absolutely nothing in there about it?? It can probably be explained by the lack of revenue on the cash flow statement?
I mean are we just going to gloss over that and keep ramping the contracts that we don't actually have yet? Safe to say I am pretty disappointed with the progress this quarter!
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