Agree with the sentiment below; all in all it was a pretty underwhelming half year update (allbeit maybe we need to cut them slack because of COVID, but their flashy forecasts don't help).
I thought the new CEO spoke well. He sounded polished and aligned with the company, and hopefully he can drive the sales growth needed. I also didn't mind the narrowing of focus and positioning. I agree with his sentiment that EVS doesn't need to be everything for everyone; the highest margins will come from scalling the product, being displined, and executing well for customers.
I have downgraded my model and forecasts though, and lower my long term price target to $0.25. Still believe in the product and the thematic is only stronger post Biden win, but need EVS to get some runs on the board to rebuild investor confidence.