Hey M,
I appreciate you sharing.
"My thesis is that they need to become more "promotional" in their view...which I would call more traditional.... and highlight the good things they have accomplished and I believe they will."
However, I agree with much of what you say, the remedy here, I disagree with.
I think you need to communicate clearly and honestly about your business... they do it ok, full transparency IMO, and no need to promote. It won't change anything long term, and probably would do much in the short term.
I see no irony in them helping others capital raise but don't do the same for themselves.... because they are not raising capital.
Buybacks in size are the answer to this situation, again, IMO.
Again, my 2 cents... probably worth less than that.