Lighting IOT Chip Possibility of a Licencing Deal with Philips, page-86

I have never discounted Telink, infact go back to the post and I say at the end Telink if it brings in more revenue than anticipated then SP will head north. In the past I have also said if Telink goes really well then this talk about the two MOUs as they translate to agreements will be a nice to have IMO, but right now Telink is just a deal, a good deal, but it must start brining in revenue.

But as yet, we have not seen any revenue come from Telink into the XPE accounts in the financials provided to date nor do we know much about Complex Semiconductors and what revenue that will bring. So revenue remains the key here and I would like to see some revenue from these deals coming in soon. The lack of revenue in Telink as it flows through to XPE is a statement enough to say uptake has been slow of ADRC.

Lets hope MD can exponentially grow this uptake by targeting markets and things we can make money from in the now. As I said previously I see his appointment as the road to commercialisation and that must happen in the next few months IMO. Potential must translate to revenue and the SP drift IMO is a result of the SP not been driven by potential now to any significant extent but revenue. (If you look back at May/June I would say the SP back then was driven by potential but IMO the reason for the drift is when revenue does not come in as assumed then potential no longer cuts the mustard).

IMO the next month is where XPE needs to line its ducks up and a strategy to revenue, and by that I mean defined revenue, needs to occur. The only revenue we have to date is JCT and to be blunt not that earth shattering yet given the potential here. All IMO