my take (again, sitting in the cheap seats and have no capital so i have no dog in this fight other than morbid curiosity) I think this move shows they've lost confidence in their ability to sell the IP, even after a (pending)successful 20nm run. so they're proceeding down the "building a product" path.
that fundamentally changes their burndown estimates and thats why there's going to be CR <result> CR <result> cycle.
I think 3.3c is amazing value and I'd be buying if i had MY capital to play with, but it seems somehow riskier now than it was last year.
last year the proposition was PL6 success = proof of value, and potential ROI. now its PL6 = the first step in a long road.
dissapointing for existing holders, but if im being honest, i might actually be able to buy in a cheeky 200K shares in a month or 2 if i save hard, and that seems likley to have a good return if you're ok with a 12 month wait.
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)