Well thought out post
@mark79, and I see your point, I think, that when you put the negatives together, the whole picture is not as rosy. It does need to be balanced against the positives along with a time frame. The positives are well reported in these posts and each investor to there own, for myself and many other long term holders, I think new management has done very well in such a short time. In the grand scheme of things, a late announcement and a missed milestone are not of concern, given what we have been through over the past 4 years.
From where I sit, the company is heading in the right direction, everyone wishes it was at a faster pace and with less dilution, but I can tell you that I could not do a better job. A lot of us, including myself need to lower our expectations and give thing time to evolve. Two or three months in this game is nothing, things happen slowly and the up and down of the SP is the nature of the beast. I can at least see a light at the end of the tunnel now, unlike six months ago where it just looked like an endless black pit.