we are in agreement that this is a good business with tremendous...

we are in agreement that this is a good business with tremendous upside. as a shareholder (and therefore partial - albeit immaterial - owner of the company) when there is a crash/crisis of confidence, then I think it prudent that management remind shareholders as to why they should not panic. we are not talking about price-sensitive announcements but a positive response to what was very traumatic to its owners. just my thoughts. I have done my DD and know the upside (and downside) but I do think that the bleeding could have been stopped with a "we have changed our analytical processes to improve our detection of churn risk going forward" and "we are excited for the following new partnerships to bear fruit and get us get back on what is an exciting trajectory". fluffy stuff but helps! I have always appreciated DSE management's conservatism (as you do) but a timely Letter from management could have saved much angst. appreciate your thoughts!