AXE 4.92% 29.0¢ archer materials limited

What is happening, page-28

  1. 564 Posts.
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    Just doing some analysis last night and putting some different announcement pieces together on a theory on why they are closer to commercialisation than we think.

    Key points.
    1. Roughly 2.5 years of cashflow with the current sized team.
    2. Giving away free shares.
    3. Maintaing shareholder value long term is a constant theme in their announcements and no talk of dilution.
    4. Snippits of information to show progress is accelerating without giving any patent information away.
    5. Divesting out of mining.
    6. Partnership with Max Kelsen
    7. Partnership with German Bio company
    8. Standing up a third pillar around renewables

    With our current cashflow being healthy but not massive you would think a CR might be due in the next couple of months especially with additional resource requirements needed as they progress with their 12CQ and BIOChip. It would have made sense to raise after the Japanese patent came in at we shot to $1.20 to bump up the bank balance but they didnt. Instead they sold their resources and then gave the proceeds in the form of shares to their stakeholders for free. This is just unheard of for a small cap but an unbelievable PR move. To me it also sends a signal to its shareholders that those shares are small fry just sit tight as the main event is coming. Getting Max Kelsen in to start working on the use cases is also another strong signal. To use a card playing analogy they are sitting pocket aces and just waiting for the river card (patents) to turn for a full house and to collect there winnings. Its clear they need money in less than 2.5 years especially standing up a third pillar but it seems to me they already know where its coming from (commercialisation).

    This is just my theory and please DYOR. GLTA.

 
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