Absolutely fantastic to see us show up on SA - I've always had the sense its authors provide more in-depth and credentialled analysis than other similar services. Even better, its not necessarily a negative piece or formal downgrade of the company - nice to see accomplishments outlined and product progress cleanly summarized.
Notable that several paragraphs were dedicated to concerns about our financial management, and the author certainly doesn't mince words here. Its a pretty harsh critique. I do hope the company finds a way to address that which earns us descriptors such as "catastrophic". Nice to see the company getting exposure, but the hard themes of under-capitalized + further capital measures won't encourage the bids (imo, and especially from new money) without some seriously upbeat and quantified runway news.