@Vandelay, credit where due - you were concerned by the red flags a few weeks ago and immediately cut your losses. Another good example of selling and moving on when the thesis breaks. In this case, the continued deterioration of trust in management is a heck of a thesis breaker! Skip forward a few weeks later and shares have once again halved.

I really like Atomos. It took some convincing to not place a buy order today (with shares on sale) but your Straw represents the exact reason why I didn't and won't -- trust is almost non-existent here. To reaffirm guidance a few weeks ago and then release new guidance today is just mind-boggling.

Management are the single most important factor of any investment (in my opinion). Atomos clearly have their issues here and for that reason I too am disregarding this one.

I've been toying with the idea of buying a small parcel of AMS for the last month. Their products seem to be bundled into lots of vlogging cameras these days. And deals with companies like Apple would also give the stamp of approval. 
I'm a bit old to understand why so many people would want to be vloggers to provide a large enough TAM. But seemingly the numbers are all heading in the right direction. 
 

I think the selloff started before Corona was in the media.

It's a pretty attractive price currently - undemanding multples.

But, there are so many quality companies at bargain prices right now - it would be hard to choose.

AMS been absolutely hammered of late. Off from highs of $1.70 to 0.72 today. Anybody have any insight as to what has caused the selloff? Is it just coronavirus related or is there something else im missing? 1H result showed a big jump in marketing spend so maybe investors concerned with that aswell. Anyone buying at these levels?