You are not reading fundamentals correctly. There is great demand for ng. Demand at present does not put great pressure on supply. But any supply disruption will greatly tilt the balance to longs. And disruptions in supply can happen quickly, unexpectedly and last a long time. Having 500 years of use/reserves means nothing.
As smart as you are you are forgetting one fine point.
Sales so far seem to be pilot tests. Even doubling sales may mean a few distributors building inventory and no real end-consumer pick up. This is why the CEO had not much to say and I agree with you he should have just not said anything at all. They may have to be wait several quarters to see of reordering proves their products a success.
Last but not least, their distributors sell a myriad of similar products. There is competition out there and the chinese distributor may only be adding one more item to his vast and wide inventory. We need to see that their products are superior in one way or another.
This is still a gamble for the most part.
"The Treasury Department’s Financial Crimes Enforcement Network has said that Bitcoin businesses may be considered money transmitters for the purpose of complying with anti-money laundering laws. "
"In August, Coinsetter was one of 22 digital-currency companies subpoenaed by New York’s top banking regulator to determine whether new regulations should be adopted for governing the emerging industry"
Improves outlook for MTL by showing consideration to rule of law and property rights.
One commentator is right. Not one word devoted for execution. STXS can have the greatest products and future. Except for incompetent management. Execution is where rubber meets the road.