I've waited a few days for the dust to settle before...

I've waited a few days for the dust to settle before commenting. the last two major announcements have not been great causing a spectacular drop in the share price from a peak of circa 25c in Jan 2021. I am not immune and am now in the red in a big way. A six figure one day loss hurts. Over the past year I could have profited multiple times. but again chose to hold. that's investing.

however I have not sold a single share. having been on this train for several years, these setbacks are part and parcel of cutting edge development work. SCM is NOT easy to develop. if it was, our competitors would be all over us. optane being retired is an example of how difficult this market is.

my perception is that this result was definitely not foreseen, hence why moves were made to commercialise by bringing in Ken and removing other technical members of the team. but similarly, letting Ken go and work in his family business for a while whilst this is resolved is also a pragmatic move at this time. They are smart to conserve some cash.

I believe we are very close to the end and in time, this setback may well be a good thing. it's certainly shaken out the profiteers who want to make a quick dollar. These crypto junkies have flooded our stock and have no belief in the tech - just what they can extract.

as a tech head, I do think our technology works. this is not a lost cause. rather, we are at the pointy end of the game and these final problems WILL get solved. The root cause will be found and a solution WILL be implemented. we have excellent patents and frankly, I think we are closer now than ever to the end. albeit, the end isn't by March 2023.

this may well take another 18 months to 2 years. if you are brave, like me, i am buying. someone has definitely accumulated during this period - so who is benefitting??? a few commentators suggested we would be 1 cent or less. we're stable at 3 cents. However, watch us rebound when an announcement about root cause comes out in the next 6 weeks or so. As soon as a timeline for remedy comes out investors informed that the issue is solvable, then watch the share price go back to that 10 cent level.

For the record, I look at my investment and am willing to gamble all of it in order to see this to the end. if I lose it all, so be it. But that's the risk level I have which is not the same for all. I recognize the opportunity in front of us and I do believe that this has the potential to be multiple dollars a share if we crack the code and completely revolutionize the storage market. To me, this is the decision you must make. have you the testicular fortitude to risk it all for massive rewards? or are you just a part time 4DS lover?

I'm all in on this ride. Let's enjoy the rollercoaster.
Game on.