Weebit - 2022 and beyond, page-2273

Strong turnout at Melbourne briefing. Super insightful & impossible not to feel a massive sense of confidence in the team & my shareholding. Whilst everyone will have different takeaways & points of interest, here is my random compilation-
- the best engineers etc want to work with them, with the WBT Exec/Board being fantastic leverage for talent
- staff turnover is virtually non existent. The team want to be a part of this game changing tech
- a dual listing on the NASDAQ would make more sense when MC >$1bn
- cash situation looking good into 2024 with Coby not considering a raise a priority
- Tier 1 investment banks (Goldman / Merrill mentioned) starting to show interest
- TMSC is in the frame as a target partner with their recent ReRam announcement only strengthening that position
- as resourcing effort attaching to a Fab deal is high, they are using this as leverage to encourage first mover (i.e - WBT have limited resourcing)
- chip qualification for automotive sector is underway simultaneously at Leti & skywater
The above are my own observations, so I welcome other attendees to correct or add anything of interest to the forum. happy days & DYOR