Great questions! I agree it’s worth digging into the actual...

Great questions! I agree it’s worth digging into the actual numbers instead of just chasing hype. Here’s how I’m looking at it:

1. Cash Flow & Profitability - Yes, they posted a $1.16M loss in Q1, but that doesn’t necessarily invalidate their path to cash-flow positivity if cost-cutting measures (like reduced marketing spend) kick in right away. I’m watching the quarterly reports closely for any sign of that shift.

2. New Product Timeline - True, there’s not necessarily going to be immediate revenue from the upcoming product until the next financial year. The 20 year veteran ex –A2 team’s history suggests they know how to build distribution channels quickly, so if they execute, they can ramp sales faster than a typical small-cap might.

3. Leadership & Fundamentals - Past performance (including older management bios) isn’t a guarantee, but it does hint at capabilities. The reason I highlight those backgrounds is because they’ve scaled a dairy company before—if they can replicate even part of that success, the fundamentals could improve significantly.

I’m with you: we need more data than promises. In my view, it’s a bet on whether management’s game plan to cut overhead and streamline production can bear fruit ahead of the new product launch. If they deliver on those basics, the ‘spin’ becomes tangible progress. If not, we’ll see it in the next couple of reports.