I thought it was not too difficult to predict no revenue other than NRE till 2021, based on what they told us several months ago.
One thing that does concern me is that while testing takes place and time passes, what is our known/unknown competition is up to.
That has been a risk factor all along, of course.
I think the stock price has done fine. But I also think a huge amount of the “market” resides with Agoracom folk.