Kinda surprised to hear you say that. I thought it
Post# of 154115
(Total Views: 370)
Posted On: 07/18/2019 9:56:03 PM
Kinda surprised to hear you say that. I thought it was ok. I liked his confidence, similar to the yahoo interview. The stage wasn't too big. The part that left me wanting was the question about the runway to revenue. I know what the interviewer was getting at. Pretty sure he wanted to know is there more dilution on the way, or what does raising any more money look like. I don't know if Nader didn't catch that. He did his scripted "we raised 200 million...", while not actually mentioning things like the tender offer, or any plans for raising capital, license deals etc...
I'm ok with the script because these are potentially new people that haven't heard the story before. I was just left wanting a little more. Maybe a reiteration that dilution wouldn't be needed. (Although I guess the TO is still minimal dilution). I wasn't sure if he didn't catch the real question, or if it was an intentional avoidance. I think mentioning the TO to help clean up warrants might have been a positive move. Then again I have no idea what the market wants, since great results don't seem to move the needle these days.
Just my opinion on the interview.
I'm ok with the script because these are potentially new people that haven't heard the story before. I was just left wanting a little more. Maybe a reiteration that dilution wouldn't be needed. (Although I guess the TO is still minimal dilution). I wasn't sure if he didn't catch the real question, or if it was an intentional avoidance. I think mentioning the TO to help clean up warrants might have been a positive move. Then again I have no idea what the market wants, since great results don't seem to move the needle these days.
Just my opinion on the interview.
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