Why is it so quiet in here? Could it be that everyone has realised that this is a dud? Do we seriously think that while we take five years to commercialise this the Chinese haven’t overtaken us?
Today was powder puff in the extreme. Regardless of who is to blame for advising this was price sensitive and a TH needs to be moved on from their position. I don’t even care that the market thought it was rubbish, I’m just worried how much money some people still have invested in this dog. By the sounds of the comments Renesas have paid this years cash already. We won’t be due another until whatever date they decide the “commission” is payable. Could be end of FY for either company or 12 mths from date deal signed. Either way it isn’t regular cashflow.
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