BRN Podcast, page-244

Overall, a slightly negative event. No real news or insights, not sure what the company thinks this contributes. Sound quality was atrocious, and not worthy of a half billion dollar company. Hope they have better tech for their sales calls.

Management should focus on delivering tangible commercial success. I am worried that of the "100 NDAs" that they mentioned months ago, only a small number to date have turned into (much hyped) leads. Market sees it similarly - see aimlessly fizzling share price with small downward trend over time.

Of course, a concrete announcement can blow all of this away, and this is why being invested here makes sense, for the option value.