AXE 2.38% 21.5¢ archer materials limited

Ann: Goldman Sachs Emerging Tech Series Investor Presentation, page-3

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  1. 1,100 Posts.
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    Well said Tonza

    The first slide really gives us the clearest roadmap we have had in a while.
    Archer to design the chips in house in Australia (infrastructure already in place) , then outsource the most expense part of the operation and then a round trip back to archer to sell to the end user. Any major overhead to make the chip would be absorbed in the price and future revenue derived in sales (will make it easy when you have a direct link to a client like Apple or Samsung). It might become feasible in the future to onshore some production , however through the channel they have outlined below, the need to raise any further capital would be very minimal (keeping inline with the theme Archer has had over the last 10 years).

    The language out of Moh and through this preso in the past week tells me a major milestone is close by.

    https://hotcopper.com.au/data/attachments/4298/4298273-f59285207471b4dac97c4409bf8099ad.jpg

 
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