Ann: imec Collaboration Update, page-54

This announcement has dumbfounded the Australian market place because its succinct and to the point.  Another example of why good companies don't stay in Australia - this market really is dumb sometimes
This is a massive announcement IMO
I cant believe they have been able to get the 300mm working on the second iteration. That in itself is amazing. We are clearly with the right partner.

People need to stop over analyzing. I added more today, and will keep adding on stops on the way up.

Overnight reaction tonight will be interesting