The extended silence from the company leadership is cause for concern. While i speculate a potential buyout, this seems unlikely given the company's rising revenue (based on outdated financials). A capital raise is also improbable considering the positive revenue trends. However, the near complete lack of communication from the company makes it difficult to assess the situation definitively.
Is this radio silence a strategic move? Perhaps the company is deliberating a significant announcement, such as a major partnership or product launch. On the other hand, the silence could indicate internal challenges or a lack of transparency. Without official communication, it's impossible to know for sure. A capital raise seems unlikely given positive revenue trends. However, the lack of communication makes it difficult to assess the situation.
The company's secrecy regarding projects raises questions but are also fully understandable due to the secretive nature of the business. Are these projects significantly larger than previously announced contracts? Perhaps they view them as routine business, hence the lack of updates.
Overall, the situation is unclear. Older financials indicate growth, but the status of ongoing projects is unknown. In the absence of concrete information, gut feeling and broader industry trends are all we have to go on.
Cybersecurity is a booming market, and the increasing use of AI in cyberattacks strengthens the company's growth potential. Considering the company's established position within certain industries and departments, significant changes seem unlikely.
Disruption would be costly, and successful strategies often persist. (Sticky) The current share price might reflect investor uncertainty due to the lack of communication. New investors are likely hesitant for the same reason.The frustration is understandable. However, revisiting available data (though dated) reveals a positive historical trajectory. So trust s still there but verify has been replaced with some logical deduction and some gut feeling. This is, of course, just my own humble opinion.
AR9 Price at posting:
9.6¢ Sentiment: Hold Disclosure: Held
