i think we agree on the tech potential, hence the rationale for investment. That's why we're all here.
The question I keep coming back to: 1. Do I see value in the goal? Significant value. 2. Do I see logic with the path to get there? yes
Probably where we differ is on the sentiment towards the leadership and communications. Personally I'm good with less information along the path - IP leakage would be the end of the company, the engineering solutions will come and to me that is the lesser risk. But I know not everyone can tolerate that.
At the end of the day 4DS is a tiny company with limited resources with arguably not that much to do. It just takes time to do each step. My take is when the plans change for good reason, i find myself agreeing with the path and accepting what it means in terms of timeframe... The "why" and "why now" for Infineon was very clear for me.
cant argue with issues re:the current SP and the capital raise.
but by confining to hold we're effectively saying we see the potential in the tech, and we're willing to live with some discomfort around the path... I think it's a bit hypocritical to stay invested and then come here and hang it all out on the leadership. If it's really that bad, people would have fled.
What I'd love to see is getting these threads back discussing the potential applications and markets, helping people understand how it hangs together - all the pieces we've been exposed to over the last several years while we've held that give us confidence in the tech.
PS: not sure I think the opposite, per se, but just don't see the same issues (and I've seen ASX companies where there has been real issues and seen people get burned). This is not one of those so far as I can tell.
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