The presentation - glad the company had some more design wins - was flat and not as insightful and inspired as I thought it would be when he opened up by telling us he wanted to convey the industry's enthusiasm for ELS. It did not come through.
Whilst I don't doubt the good intentions, the good vibes and potential clients coming to find ELS, it is now time for the company to start talking in less abstract terms.
Fully appreciating the clients' commercial confidentiality, I am still flabbergasted by Droneup having allowed them to say so much, it is imperative that if this company wants to [actually has to] raise money in the next 9 months they adopt a very different communication strategy and start to make announcements with names and numbers attached.
We want to "believe" but you are marking it very tough.
ELS Price at posting:
38.5¢ Sentiment: Buy Disclosure: Held
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(20min delay)