Gosh there's a lot of woe and rubbish posts going on. And...

Gosh there's a lot of woe and rubbish posts going on. And goldfish memories. No progress and unfulfilled promises ... are you kidding? We all saw the ViV announcement all the way back to yesterday, didn't we? Exceptional results, groundbreaking, life changing results. And the EFS study announcement a whole 6 days ago? I mean come on, really?

I get the frustration with dislocation between our market cap and what these obviously positive announcements and progress mean to the value of the company. But there are disconnects that occur in every single stock at some point or another. Until there aren't, and the SP and value realigns. All we can do is keep on progressing towards launch (and yes that takes money, but seriously why wouldn't you invest more now, this is so de-risked and has so much upside it is ridiculous). At some point, maybe, a party will make an offer. But frankly, while it definitely is frustrating in the short term that our SP is in the doldrums, in my view it is better for us longer term. Why? The longer our SP stays low, the longer it will take for an offer to come in that will be acceptable to big holders (because any offer will not be many multiples of current MC, but big holders know the value of what we have here and won't sell cheap). Which means we make more progress on the commercialisation pathway and the higher our value goes.

We all have different objectives and timelines, I get it. But for me, the closer we get to launch on our own, or actually do launch and start chomping down market share from the big 2 incumbents, the better. I don't know if we will make it to that point, but I am sure that by far the most value lies in going it on our own and it's not even close.