I am still waiting for someone to make a compellin
Post# of 32973
(Total Views: 670)
Posted On: 08/14/2019 9:48:35 PM
I am still waiting for someone to make a compelling argument about why today's call and filings were "so bad". And I am not talking about "just look at the pps!" Nor about anyone's feelings because (s)he bought at a higher price (we all have)
I was not pleased either at first but looking into the details, it all makes sense and is positive were it matters (following the plan, focus on SaaS business growth...)
If someone has good reasons to think the company made poor choices, I am certainly willing to hear it. Here is a start : I think Rory, who believes in transparency towards investors, could have provided more guidance on the short term impact revenue wise that getting rid of fulfilment business would create. With more guidance and explanations on this front, today's announcements would not have been seen with such a negative light by a part of the traders/investors.
What do you think? Maybe there was a good reason why things happened this way?
Except for this particular point, I have no issue with the call. Some talk about "hype" as if we were still some OTC empty shell. I strongly disagree. Rory gave solid insights on future revenue streams, as he should do. It's still unsure that microtransactions within the apps can provide a material new source of cash, but it was perfectly appropriate to talk about it
I was not pleased either at first but looking into the details, it all makes sense and is positive were it matters (following the plan, focus on SaaS business growth...)
If someone has good reasons to think the company made poor choices, I am certainly willing to hear it. Here is a start : I think Rory, who believes in transparency towards investors, could have provided more guidance on the short term impact revenue wise that getting rid of fulfilment business would create. With more guidance and explanations on this front, today's announcements would not have been seen with such a negative light by a part of the traders/investors.
What do you think? Maybe there was a good reason why things happened this way?
Except for this particular point, I have no issue with the call. Some talk about "hype" as if we were still some OTC empty shell. I strongly disagree. Rory gave solid insights on future revenue streams, as he should do. It's still unsure that microtransactions within the apps can provide a material new source of cash, but it was perfectly appropriate to talk about it
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