JTB - most of us (and you) are mentally connecting the 'fundamental' dots - these dots provide the overall roadmap for the company. Hence, the SP fluctuations cause considerable dissonance.
But, most of the SP action is based on 'technical analysis' dots...and/or day-to-day manipulations.
The fundamentals have only gotten better and better over the last 10 months - much better, in fact. Eventually, with personnel, milestone, foundry, license, and revenue news, the SP will reflect the connecting of these strategic dots.