so - Bill is not on the call and they do not even
Post# of 22940
neither speakers addressed the IR relationship relative to TPAC. that is the first thing one does when speaking to a new audience.
Bill absolutely needs to be on this call to answer these questions not only with the technical and market detail required - but the tone. this guy sounds like he is pitching something on late night TV. talking in circles around NAVAIR certs and industry acceptance.
they need to go over a summary of the 90 day reconstruction period, what was done, how it was done, and then provide a summary on moving forward along the lines of:
financing - $10MM loan details. EXIM details
revenues/guidance
SLA ramp up
why would you start with questions before summarizing the reconstruction process and results?
if they dont ratchet up specifics on revenues/guidance and provide confidence that dilution will be minimal - price is going to tank. so far - these answers are providing no more clarity or assurance than the long tweets/emails.
yes i am being critical. very. it is warranted due to the PPS decline and commitments made end of 2015/beginning of 2016.