Yes it turns out that I sat beside you purely by chance Bourb (assuming you were the bloke asking questions with your ipad open on HC )- apologies I was late and had to leave before questions and introducing myself - unfortunately I was squeezed by meetings both sides of the presso. Would have loved to have had a chat and debrief.
My take - there is lot's to like (which has always been the case imo), but no clear revenue in the immediate future. I have a slightly different take to Bourbasted in that I felt that their drop in assays in dx space seem like they have large long term potential and near term revenue potential, as opposed to batteries which felt to me is still in a concept development and test phase. Even the wettability aspect seemed like a nice concept but I didn't get the impression they were confident that it was going to be adding to revenue any time soon.
I too have been in ADO since about 2010. I really think there needed to be more focus on providing SHs a clear path to revenue and commercialisation. That's where life sux for us as shareholders and we haven't invested our money so they can while away time going down new and interesting 'scientific' rabbit holes.
If I had been able to stay I would have liked to ask Matt why the shareholder communication has died down to almost nothing when he was taken on with the express purpose of improving it.
All in all, the presso was good in showing the potential of ADO, but after 8 years in myself and a clearly exhausted SH group in terms of providing equity I did want to see that the company understood the clear immediacy of need for revenue and deals. I am not 100% that I felt this. Despite that, I am still in for the long haul.
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