One scenario I wouldn't be surprised to see would be a...

One scenario I wouldn't be surprised to see would be a commercial agreement between 4DS and WD signed prior to the end of Q3, with a condition precedent relating to the third platform lot where WD sets certain targets for retention, speed and/or failure rates that the third platform lot needs to achieve before said commercial agreement is finalised.

If these targets are met, then we're off to the races. If one or more falls short and such an agreement falls over, then I'd expect the SP to tank.

Whether the commercial agreement is a sale, JV or licensing agreement... who knows. I've seen all three of these scenarios bandied about the 4DS subforum over the last few years.

All IMO. GLTAH.