I agree very much; there are other bigger fish to fry, and while Geoff is very conscious of shareholders and the share price, I suspect he knows that the next announcement will speak much louder than this last, and most encouraging one.
As you well know with your background, when you have only one item in your basket, you need to spruik it strongly. If you know you've got at least one other to lay your hands on shortly, you'll want to make a bigger impact - too many BRRs etc can dilute that impact.
And I don't think we should sweat on the quarterly reports to analyse revenues - royalties will take time to ramp up, and upfront payments may be hard to distinguish at the time. Meanwhile, there's so much happening behind the scenes now, to make one feel very confident in this stock. For comparison, consider the conversations we were having one year ago, and then two years ago (which is when I first started investing in ADO).
ADO Price at posting:
7.9¢ Sentiment: Buy Disclosure: Held
