For what it is worth, my impressions.
- I wonder how many analysts were on it? The 2 questions asked suggests that there were few people on the call. But maybe analysts prefer not to tip their hand and would call privately after?
- I don't think there was much new info, other than stating the 2 patents received. (I don't imagine a patent is worth much in China, where they produce knock-offs of everything... but what would I know.)
- The licensing and marketing is interesting. I am wondering if there soon will be some announcements on networks of partners that will be selling these products across China and the USA.
I wasn't terribly impressed with the content, but on the other hand, if I had not known about the previous news releases, I probably would have been.
One last thought. It might have been better if the conference call would have been held later this week to give people a chance to get more interested after reading about the China patent. Maybe some analysts found out about the conference call after reading today's NR. That might mean that some analysts will catch it on tape.
Fingers crossed....
