P2P was recommended to me shortly after they announced the...

P2P was recommended to me shortly after they announced the Adflow opportunity.

Whilst I didn't invest as I was wary they would be able to deliver the promised returns from a new digital advertising network with no DOOH credentials I followed their journey with interest to see how it might play out. On the weekend I felt compelled to review the announcements with the benefit of hindsight to see what I could learn from how company's use market announcements to manage market expectations.

In this case it appears that many of P2P's ASX announcements required clarification. Is this simply not sought by shareholders (too much effort?) or is it supplied privately and not disclosed to the market? Based on the continuous gradual deterioration in the share price it appears that the market didn't believe what was being announced.

To your point I appreciate Adflow is not a core part of P2P's business and their core performance since listing has not met expectations, but in the current CEO's words "we are working hard to grow this business unit [Adflow] to become one of our largest most profitable business units." It appears from Friday's announcement that they haven't given up yet.