they need a road map and strategy. Market doesn’t care for money...

they need a road map and strategy. Market doesn’t care for money immediately on a platform project. Market just needs to believe in a user growth story. Laid out. Eg. What countries are we going to be no. 1 or no. 2 in. How many people will that mean. By when. How? Then, based on phase 1 completion and demonstration of model/platform proof points, here is our phase 2 growth strategy.

Look at asx listed Xero. Made net ebita for first time in 12 years. Look at zip co. Running at a loss but now mc of $500m
market
Now seems there was no voice of customer done in design phase? The move to Australia is panick, he will be dressed up as opportunistic. That last announcement was so bad it’s not worth reviewing. Their strategy deck is corporate bingo
the strategic consultant is either not being listened to, used or sux. And stop the vapour marketing. Makes me cringe
i am still a buy, but guys, get cracking on roadmap and details and manage gaps by exception against thus plan transparently. Please. Get help if necessary
cheers
pez