Ann: Infineon Design Agreement and Company Update, page-311

  1. 1,356 Posts.
    lightbulb Created with Sketch. 404
    it was a webinar for the cap raise. I dont think it was recorded. Ting and PH were on the call.

    In summary:

    1. The tech is in good hands with Infineon. They work with Nvidia, now they also work with 4DS
    2. Timeline is murky, hoping for better communication once the contract is signed. Hopefully by next week after the cap raise is all done
    3. An acquirer also buys the people. This does make DM a liability. However, my guess is if something is happening he will resign before anything gets finalised. It would be good if they used some of the cap raise money to boost the team with some quality
    4. Will be a great trading opportunity tmr. Watch the volume come in after the initial crash
    5. PL6 in next 6 weeks or so will keep interest high
    6. When is the memory test chip due? My guess is 4-6 months




    Last edited by Milcom: 18/12/24
 
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