At some point some of the EAPs will break cover, I believe this will largely be dependent upon their engineering, design and fabrication process progression; it is simply a matter of time there.
IMO these EAP household names will be busting their boilers to implement Akida, their tech products will clearly be more advanced than their competitors who are without Akida incorporated in their offerings - the tech marketplace is fairly sophisticated and connected - word will get around quick. The word is getting around already BRN is being mentioned frequently now, in the same sentence as IBM, Intel, Qualcomm etc.
Akida confers a technological advantage to so many use cases; in the world of technology, it is use the best that is available or be left in the dust, that is simply technological advantage driving better commercial outcomes for businesses and consumers at the cutting edge.
The webcast felt quite positive to me; Peter is really absorbed in what is taking place in Perth and following his passion there, Anil clearly interfacing and engaged with customerS and right across the technical execution phase of testing the chips, Ken very comfortable with the LDA deal and laying out the path forward there, and Rob is pretty excited about the whole thing and he holds a conversation together pretty well while keeping the narrative nice and coherent; they all felt animated about being on a team that is making big strides toward success, I liked that team feeling they conveyed, and they are clearly enthused.
I wouldn't be surprised at all to see some contracts announced with NDA type customers soonish, but the big ones will be the EAP and IP customers, but they won't be breaking cover until they have got all their ducks lined up; and of course the revenue will take longer to come through, but when it does it will build exponential.
In the meantime it is a waiting game, diamond hands here, I believe you would have to be crazy to sell any of your BRNs, it is possible for news to drop at any time; and I remain firmly focussed on where this bus is going to, the day to day stuff is not what it is about......it's the destination dear peoples.
Someone will break cover soon enough, all guns blazing......I do get it, that this, will be really exciting, it's a big stakes game, so don't come in the kitchen if you can't handle the heat.
Ballistically Yours
mc
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