My take on this is simply that the hype around WBT and BRN has brought into focus how valuable this market is, and that 4DS can reasonably expect to see a similar explosion in the SP as soon as it has a working chip. IMO it justifies a rerate to a level closer to where we were a couple of years ago ~13 cents, as a basis for the still unproven by highly promising chip to be delivered early next year, which realistically could potentially see a SP closer to what, $1?
My take on this is simply that the hype around WBT and BRN has...
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