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Fat Harrys Cat

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14/01/24

19:18

Post #: 71873351
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Originally posted by Geeris: ↑

Unexplained dips in the sp and we start to question the very capabilities of AXE in every direction. Unexplained rises in the sp don't seem to be for any particular reason either.

Has anything changed with AXE the company and its work. For those of us invested in this for whatever reason, and would rather ignore the shorter term, we probably best read the progress updates when they arrive and keep an eye on the spending in the quarterlies.

Company directions so far, with no indication of any major pivots in strategy -

1. a mobile deployment of 12CQ for maximum addressable market.

2. a mobile deployment of a gFET liquid-gated detection device. Again for maximum units that can be sold.

3. a lab based lab on a chip unit for research and advanced AI diagnostics

These are not trivial endeavours as we have begun to see. It gets very complex very fast. Should these deep tech breakthroughs get to minimum viable products I think they should get bought out. Mo says at every turn, 'we can't do this alone' If and when they do get bought, it's not going to be the current SP on the ASX that decides a price, not with this kind of deep tech. It's going to be because the tech has demonstrated value that the buyer can't get anywhere else. The diagnostics market, point of care market, big pharma, the mobile phone market. Mining and defence industries.

If there are any pivots I anticipate. it's with the biochip strategy. Mo has at times said not to think of the point of care paradigm here. In my opinion this is because a gFET based biosensor device is not cheap to make POC needs affordable devices like lateral flow tests. To get a sheet of graphene on a silicon substrate involves precise positioning of the graphene lattice. Expensive process. Will be interesting to see how much is being spent on the work at different foundries in Europe. A sample wafer is one thing, but reproducing them in bulk is an exercise in expensive quality control. Not to mention electronic optimizations of each batch taking time. Designing workable fluidic channels is also a trial error development phase that no amount of clever machine learning and AI assistance can shorten. Apart from money, TIME has to be spent. There's no other way. Thousands of skilled man hours. Years of development, opportunity cost of staying invested, this is only attractive for the holders.

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Hi Geeris,

I deeply appreciate your thoughtful posts…especially on a Sunday when anything interesting is scarce!
I was intrigued to read that you say Mo has said ”don’t think of the POC paradigm here” regarding the biochip. I must admit that is what I thought it would be developed for. If not for the POC market, then what? Laboratories themselves?
Any thoughts you may offer to reduce my confusion would be appreciated.

Cheers to all,

FHC

AXE Price at posting: 35.5¢ Sentiment: Buy Disclosure: Held
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