Doodlebug: … but the THM pointed out that in many ways, as evidenced by the many concerns voiced here, they still struggle to communicate clear (and some times consistent) messages.
I think the message of the THM was very clear and very positive, including the saved 18 months that it would have costed to build up own distribution structures from scratch – independend of when to begin –, and including EBITDA-positive by 2018 which I think would be great. I have no idea why people (= "the market") don't understand that, except that they might realize that their "become rich over night" scheme won't work and they are now looking elsewhere for wealth to come to them in an instant and without labor or risk or both.
Anyway, regarding company communication: Yes, you will always find something to improve. And they should improve where necessary. Having said that, I agree with CFO Kevin Barnes who put it like this at the APC (paraphrased): There are always negative people. If the company has bad news, they are making it three times as bad, and if the company has good news, they still find something bad.