I just listened to it as well.  I thought it was fine, that comment about the share price was dumb, but I'll give Mika a pass.  I thought he did well, and I'm not disposed to like securities salesman types, which I view Mika as being one.

For someone listening that understood what he was talking about, and hadn't ever heard of Poet before (or at least did not know much about Poet), I think that type would come away fairly impressed.  Will they buy tomorrow, not too likely, but it will go on their watch list of potential buys in the future.  

I just wonder how many non-Agoracom types actually heard the call.  

In the past they'd mentioned testing and testing and more testing and the length of time to do it, and it seemed to me that we'd never sell much, if anything t all, in 2020, so that wasn't much of a downer for me. However, it is a risk that someone else beats us to the punch, there's quite a window of time for competitors to shoot for.  But as long as our OI works well, we'll have a part of the market, even if we're not first.  

Hope OFC comes off, but i still view that as an iffy proposition with each passing day.  Some companies are likely afraid of liability they may face if their employees get sick at such a thing, and then come back and infect others.  My sense is that we need that conference more than many of the companies that are or were planning to attend.  Bad luck.