The speed of progress and advangages claimed (and further interpreted by a few here) of our silicon anode development are at odds with the speed of the progress of the business case for its adoption.
For me something does not add up and that is the SOLE reason why I still assess the chance of a major deal and associated mega revenue as highly speculative. Time will tell.
IMO, still (highly) risky, but I am going nowhere and will sit it out for the rest of the year and hope like hell for a (still possible) mega bagger - you have to be in it to win it. A penny stock price can't turn into mega dollars without a little luck. It is all about the knack of balancing an assessed probabilty distribution of outcomes, against (unknown) underlying real world possibilities.
After all, that is what speculative gambling on speccy stocks is.
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