Re: IBK phone conference recording
in response to
by
posted on
Feb 12, 2019 06:38PM
Very interesting and exciting.
Why was The CC not highlighted for shareholders?
I enjoyed the confidence and fuller explanations regarding what management see as a transformative three months. There will not be a public offering, those who are manipulating the SP were told firmly to desist. The plan includes encouraging SP movement to get the outstanding warrants exercised. Relationships with our partners were explained in reasonable detail. All of which clarified the positives of the Fab
Light approach and which of our partners does what.
I noted some SV comments and was left with the distinct impression that PTI is engaged with significant Alist customers. We are to become a fab light company with capital to engage in R&D to join other verticals as well as Data and Telecoms needs. The planned margins are high and gross profits are capable of exceeding $100million p.a.
Clearly this will take some time for the markets to absorb and more analysts are needed to appraise PTI infection point and future. Some money will be spent on a new Development facility.
I see no reason to look backwards regarding managements performance, we have someone at the top oF his game in SV ably assisted by TM. Let’s not dwell on mistakes of the past. The future is very bright.
My notes showing SV Quotes from The CC follow:
Setting a path with customers to intercept our products with their development.
Engaged with the top telecom and networking companies in the world.
The heavy lifting is behind us so we can now leverage other people’s capacity to manufacture our products.
In the last 3 months it has been Transformative from tech maturation to commercial success, traction and ability to ease capital requirements in the company.
Sula