My rant ProsserP

Yes. Another instance of big promises and under-delivering. If the $65-75mil was so dependant on construction, they should have played it down at $45-50mil and used the "possible" windfall as the over-deliver if any of it happened. All they do is piss people off with this stupid behaviour. Always so unprofessional.

Even still they misled us. Kept saying revs were weighted to 2H and I took that to mean not neccessarily just on the construction schedules. Yet here we are and another $10-15mil Q4 and they'll just basicly match last year. WTF! Uhh!!! And no business updates to tell the market those big SIGNIFICANT rev expectations weren't going to happen. That is material information that should have been disclosed.

Glad I dumped almost 2/3's of my position over the last month or so. I've learnt the over-whelming disappointment that is most likely to happen at earnings releases for these companies. You just can trust them. I suspect the Hedge Fund has been the seller of size. Another red flag would be no big buying by insiders. These f**ckers should have been loading to the hill if rev growth was going to have the trajectory they portrayed. I'm not talking about Sankar. He has plenty. I'm talking about all the other free-loading Board members.

As I've also been suggesting, stop paying attention to next years shiney new object PR's. That's a lifetime away in this world. The focus needs to be here and now. You are an investor/trader, not a cheerleader or guardian. If the batteries are as good as we hear, they shouldn't be able to keep up with demand. Simple economics. And the SP should be moving up, not down. Case in point, e.g. NVDA. Rev growth has appeared to have stalled as I see it. How does that affect profits?

Time to lick my wounds and make back my money elsewhere.