I know I will get scorn but I am holding for a takeover as well positioned in this space from IOT architecture perspective imo to be taken out and acquisition prices posted from past XPED presentations pretty attractive. But yes being realistic they probably need to get some deals signed first...but then they would make them even more expensive.
Done my research and seems compelling - maybe I have missed something but with so many different opportunities on a number of fronts struggling to see better risk rewards down here as has to be one of the best early stage tech opportunities come across. But yes needs that first big deal to validate. Yes we have arrangement with Telink where get 17.5% per chip. That is probably closest to early stage revenue.
Anyhow my Thursday afternoon's ramblings. I am just going to sit on what I have and now wait. My re-read my September news post to remind myself what I am waiting for.'
Not going to post until something happens/news released
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