You've not raised any points that relate to this announcement which support your original argument or explain why my position is wrong.
My point was not to over-react to partnership announcements and to focus on sales only.
Your retort only references the sales and then says "dont deny this" - What exactly do you think im denying here?
To be clear:
- 2x $11m sales is massive and justifies our 30% increase from 20c to +30c. Depending on our future sales a higher price can be justified but based on past performance it's not unlikely we could be through the next 2 quarters without any material sales which will see the price stagnate or go sideways. Given the publicity and growin Geopolitical risks, it is possible that this year will be different.
- We have announced a huge number of partnerships over the last 4 years. Few of these have been directly linked to any material growth in sales, though in aggregate it helps build profile and is healthy steps.
- Other historic wins, such as preferred supplied to EU Police have led to immaterial sales if any.
If you have any valid points to disagree with the above 3 feel free to share.
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