Apart from some anxious bleating the general wisdom and tone of...

Apart from some anxious bleating the general wisdom and tone of the threads is acceptance that there will be more development. The well-considered projections are that, with the strategic guidance of IMEC, 4DS will proceed with some targetted configurations of the memory with the objective of attracting bids from potential buyers.
Ultimately this is positive news for shareholders. A more developed product is more valuable. A more customised solution for a potential customer more attractive. This also addresses the issue of the clock on the patents running down, if the memory solution is becoming more refined towards its end-use, shortens the time the potential buyer requires to get to market.
As much as the market hates to wait and severely punishes delays, I suspect the DM reflection that 4DS market cap"under-valued" indicates this likely 6-12 month roadmap has currently been priced in.
An announcement specifying anything tangible will lift the SP, such as 4DS have committed to do X to demonstrate to unnamed company Y achievable metrics to satisfy a due diligence requirement. A generic announcement in the tone of the recent podcasts, saying that we had a great meeting and are going to continue doing rocket science with state of the art rocket science for all the computers in the world and btw we measured some more endurance is probably going to get whacked.