Some shorthand points in summary.
1. David was annoyed to find out he was getting divorced via Hotcopper.
He is building a house and sold some shares to pay for it.
2. The extra iterations that occurred this year (above that which we all expected) were requested by IMEC and WD; given extra fab time IMEC had due to CoVid, they decided to go with it to improve the outlook for the MB chip production.
3. One set of results due in the next 4 weeks, the other due sometime Q1 2021. The combination of results provide them with the information they use to produce the MB chip, as well as data that allows them to go into commercial conversations with knowledge on the performance of the chip.
4. They are very happy with the new board members whom they say will give access to all sorts of places they did not have before for commercial conversations.
5. Howard was really happy with his gnocchi analogy a few years ago at the AGM, and thinks that the recipe has gotten even better since then. He strengthened his comments from last year that 4DS is the only real player in the SCM field at the moment, that no other reram contender exists.
There is more ... just gotta do some work! I'll leave others to fill in more.
Cheers(was a good meeting, glad I went).
