I'm still here Gent's, thanks for thinking of me
Just recovering from Covid - feeling much better now.... knew I had to get it at some point
I couldn't be more excited about the progress the company is making. I have been reading the different view points that many of you have on the company and it's progress and some good points made. It's clear there is great potential here and it's early days but this is the market and the market is not your friend so keep in mind your risk tolerence.
Certainly hard to make sense of Trading activity of late only to say it’s certainly volatile!
It can be incredibly frustrating to watch the Share Price being thrashed around like it’s in a shark feeding frenzy and at times it will make no sense at all. All the more reason to understand your risk tolerance and why you’re here in the first place.The market is made up of many different Investors, Traders, Financial Intuitions etc., all with their different views and outlooks, risk tolerances and timeframes and knowledge of the stock. In my view the Market as a whole doesn’t always get it right and always throws up opportunities to trade or accumulate for all of us. So, you have to accept it for what it is.
The recent announcment on the sub 10Nm fabrication clearly shows Archer has individuals with the right skill sets onboard. This is a huge technological breakthrough for the company and puts them right where they want to be. Sub 10 Nanometre fabrication would allow for Billions of Graphene Enhanced Sensors to be located on the Bio Chip making it extremely sensitive to molecules it's trying to detect. Archer has done well to attract the right talent and gain access to some of Australias leading facilities and foundrys to build 12cq and the Bio Chip and certianly building on their partnerships to accelerate development and commercialization.
As I’ve mentioned a little while ago, Archer seemingly has entered a new phase in its journey to produce Advanced Semiconductor devices by hiring Nano Fabrication Engineers, Quantum Hardware Engineers, Quantum Algorithm Developer and Chemists and the recent announcement shows they’re at the point of developing hardware for testing 12cq and Bio Chip components and now working with Global Foundries to accelerate development and scalability of the 12cq chip technology. Reading between the lines this to me shouts confidence by the company in the technology working as planned and it’s streamlining the way to ensure a path to market in an efficient manner. A logical thought would be their Technology would still be in the vacinity of 5 to 10 years away, but judging by the announcements it would seem far less than previously thought. Now with two Quantum pioneers with their own impressive records( Dr Martin Fuechsle and A/Prof. Matthew Broome) along with Mo ( the co-inventor of 12cq) and the support team they have assembled it’s somewhat easier to see development has accelerated now.
In the last Quarterly announcement, the comment was made that due to the considerable progress Archer has made in developing 12cq the company is now viewed as a genuine Quantum hardware company rather than a start-up. Statements like this to me indicates the talks with IBM regarding "participation in other programs" could be pretty serious considering the talent Archer has onboard and their accelerated progress.
Anyone who has done research into the World Wide investment going into Quantum would know the serious $$ going into research and development by all. Archer really does have a unique Global advantage and Big Blue ( IBM) knows this ... lucky for them they already have their foot in the door .. so I'm eagely awaiting the outcome of their discussions
To me the company is doing everything right laying the groundwork and they're making headway advancing 12cq and the BioChip and still with plenty of cash in the bank .. they are in a good position! I do feel many people may not fully comprehend the significance of recent announcments and even the future potential of these technologies to generate licencing cashflow in the future but it's fair to be pegged back on the view that they are not generating cash at the moment and there is still no guarentee of sucessful commercialization, so fair enough .. hence why there is still a risk.
I feel a company like Archer should they continue on a sucessful tragectory of developing these technologies are very much at risk of being acquired by a larger congolmerate ( it's simply their job to look for companies that are threats or can add value to their markets). Archer has looked after shareholders and I know they wouldn't let this go for a song if it came down to it but fingers crossed we retain control as these technolgies could have massive income potential apon succesful commercialization.
I'm hanging in for the ride, Looking past the trading and current SP .. there is so much going for this company, but as always time will tell.
I'm excited by the potential and the progress Archer is making and I know many here feel the same.
For me it's a risk worth taking to see this through.
As always, all the best in however you invest or trade Archer.
Cheers
Tonza
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