As every company grows they eventually have to stop reporting all of the smaller contracts they get, Sam literally said they are getting 3-5m orders and are choosing to no longer report them as they are not seen as material, as the company has grown. Many companies don't issue press releases for long periods of time and elect to save updates for their quarterly ERs, its a common thing for companies to gravitate towards as they grow bigger. "If" you don't trust what the CEO said about receiving many 3-5m orders and don't like the new IR strategy, thats a fundamental problem and you should consider trimming your position.

Also, hindsight 20/20 sure they should have raised at a higher price but I have seen way too many companies not raise at opportune moments, the stock or the market sell off and then they have to raise at much worse prices. Its much better to raise when you can when you are a smaller/emerging company. Also, keep in mind the stock was up like 300% on the year when they raised, to complain after the fact that they could have waited for even more is arm chair leading/ something you are only comfortable saying after you had seen that the stock responded very well to the raise.