We all see what we want to see. You see pessimism here (on account of what you've just said).
Most had already re-calibrated earliest possible take over to this time next year.
If COVID was not reason enough for us all to push back our timelines, then the ~18-24months of CR/SPP should have been the next indicator.
In this ann they indicate: Q1 CY 2021 is when they will get the next platform lot for analysis. To me this spells out another imec extension. From experience, to my knowledge, imec extensions come in 12 month blocks.
In the screenshot below they tell us they will likely have a 3rd platform lot. How to do this without imec? Again, this spells out another imec extension.
If each platform lot takes 6 months, then we come out either mid 2021, or Christmas 2021 (just before the next extension ends with imec).
4DS Price at posting:
4.7¢ Sentiment: None Disclosure: Held
