This was an easier 'sell' pre-commercialisation. Could talk...

This was an easier 'sell' pre-commercialisation. Could talk about potential all day long. Now they have released their products the numbers do the talking. Cash burn is horrific and at $49 per Pro user and, say $30k, for an API (before cost of sales) the scale required to just breakeven is heroic. If they can show growth in users / customer then this less of a concern as share price should rise so the inevitable cap raises would be less dilutive.

The lack of update since those pre-commercialisation presentation and forecast is telling. Unless of course maybe they were happy to sit back and watch the SP slide while they just got on with business... This 4c will be very interesting, less so for the hard financial numbers but to see what sort of commentary they are willing to provide. The market needs to know what is going on and what are the prospects - they've had a a few months now since go-live - will they be willing to release trends in user metrics / growth rates and have any confidence with forecasts / pipelines etc.