If they were in desperate need of investors now, AM could snap his fingers and have hundreds of millions in new capital infused immediately. He is so connected. That they have not done this just tells me they are in complete control.
Also, that change in Corporate Presentation from monetization by licensing first, to emphasizing exclusivity to first (premium) responders is more than a subtle hint of what they are surely pursuing at this time, in my opinion. I dare to think big.
They recognize the need to be careful how new big investors come on board. Dilution and control are of course primary concerns for shareholders. The best course is for one or more of the collaborators and/or future clients to belly up to the bar. I believe think AM and PC are playing this exactly as it needs to be done, and why would they not? The last thing this company needs is for them to take on an unwarranted smell of desperation, blood draws sharks.
I agree that a big name or two while we remain on the venture is necessary to move this, but that has been the stated course PC has outlined already.
One last note. AM's 2 million options are at $1.75. I see no indication of panic or movement to adjust these and he continues to increase his visibility here. These guys are so way smarter than me, I will leave them to their work.
Happy Halloween.
