Interesting... They sound frustrated. Appears they see this very clearly and are having a hard time explaining / having analysts "get it". The big picture story seems strong, but the details are difficult to see / articulate. Stock PPS would benefit greatly from some analyst report / upgrade / etc. - i.e., to help folks "get it". Not an ideal time macro / market wise to have a confusing story to tell. I'm long as see a long term growth story. But starting to wonder if the strucutre is needlessly complex / de-valuing the stock.
It would also help if insiders quit selling via automatic sales programs and maybe did a little buying... Even the window dressing kind. Would help re confidence, which I think is the issue w/ PPS. If they're believing the story and understand the value then put some skin in the zipper.
agreed. hence, my long. but analysts live in the details - and if you can't articulate this... i.e., how you get to the 400M, than its a problem for support - analyst, big $, etc. and hence PPS. I'm a smart guy and I find it confusing.