They previously said both sets of wafers would begin fabrication at the same time, the non platform lot being quicker due to simpler processes to complete. Looks like the second platform lot went awry and needs to be redone. Hate to say it but looks like a 6 month delay on the second platform lot. They've also excluded the wording about corporate transaction in this announcement, perhaps because it's not specifically relevant, but maybe because it's not possible in the 2021 timeframe. I'm still all in on 4DS but can't help feeling disappointed by this announcement more than any other since September 2018. Totally believe this is all for the best and has only increased our chances of success. Wouldn't be surprised if the share price slides a bit. Just hope some cash comes my way in time to take advantage of the dip.
Hopefully some really good results on the second non platform lot being better in every way coming soon.
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