4DS - Anything but Charting, page-20029

That's right, you can't avoid the facts. A material, but understandable setback in the development of cutting edge technology set to operate at around 10x faster than DRAM, with significantly higher retention, lower cost to produce and consumes a fraction of energy to operate.

This has created an opportunity to purchase at a significant reduction to fair value, with a likely 12-month timeframe to benefit from the CGT discount.

Another fact is the capped royalty fee of $7.8m which is considered non-material which implies a sale price in excess of $260m is expected as this is Plan A.