Ann: Megabit Success, page-1552

I am looking forward to the Q&A tomorrow, but I suspect it's going to be mostly info we already know, so I'm not going in with any grand expectations of new information.

I posed some questions on the investor portal and the response was essentially that there are still unknowns, so they can't comment on most things.

They're still testing. They're yet to announce final endurance, and potential retention data with the arrays they have, and this means that they don't yet have a complete dataset to supply to acquirers. It's likely not a coincidence the imec meeting is in early October, which may provide enough time to have an endurance value with some confidence.

I'll be looking for commercial activity (and for someone like KH to be brought in) to begin once they have finished testing, perhaps late this year to early next year. It would also take time after this for companies to complete their DD before making any official offers.

Holding during these upcoming months will be the easiest, especially compared to the last few years. It's only another few more months.