@k
i agree unlikely we will get another "platform lot". But they have enough cash to continue to refine / demonstrate value and increase shareholder value (note they all have plenty of skin in the game so can definitely benefit from that!).
i think the next iteration won't be called a "platform lot" it'll be called a "production lot" or "demonstration lot" or something like that..
i.e. they've confirmed the recipe and now are now ready to show that they can bake a batch of them in ovens like yours, and show whoever wants to buy the company the results of that.
i think it will be faster to do this with imec than a PL would take, and given they have a bit more cash they might be able to pay to jump the queue at imec and given we're closer to the end imec might be happy to accelerate (remember imec get €5m if 4DS can sell the company - the faster it's done the faster it's pay day for imec).
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