XPE Charts, page-8772

I have held since last year and free carried here. There is potential and there is delivery. My last post was about delivery. The Anns up to August were fine with exception of one or two in the month before which IMO showed a change in the delivery style of managment (i.e. the Lisa Zhang resignation for example wasn't a flash Ann and almost looked like they were trying to hide from that departure). But the majority of Anns in September/October have largely been fluff because the market has moved on from potential to delivery. The Ann around MD in late August pulled XPE out of that free fall we saw following Zhang's departure, but now market waiting on results. I am confident MD will commercialise the tech and deliver revenue, but there comes a time when whilst the Ox is slow the earth loses patience (and that is the threat now to the SP). Thin volumes are a major concern IMO and the next Ann is going to be important here.