Agreed, there are two critical competencies that any analyst or...

Agreed, there are two critical competencies that any analyst or shareholder should be looking for; their ability to develop markets, and sell products. So far, NXS haven't demonstrated either of them. The structure they've chosen, distributors rather than direct sales, makes both of these things more difficult. It's rare for distributors to be willing to invest the time and money required to properly develop a market.

The speed at which they've issued updates of constrained sales and COVID-19 impacts doesn't inspire confidence when they haven't been willing to provide forecasts in the first place.