Think there are a heap of LTH here. If you are long term you...

First 57 Last

Share
Profile

Follow
chook111

45 Posts.

20

25/08/23

20:44

Post #: 69558313
Share

Originally posted by Kjsmashie: ↑

Just read the report and LOVE that they are not providing any more or less fuel to what is already known. This means no additional names and no additional expectations, only the facts to this point. All of which are exceptional.

Anticipated agreement(s), yes plural and first revenue this year despite the spin some here try to put on it.

For those who need it to be tomorrow then you need to sell imo. This world is a patience game. If you will be upset by a teir 1 or fabless holding this anticipated mark up or not, then this is the wrong game.

There are clearly not many long term holders here anymore, this thread is filled with some clever snakes... and some with the intelligence of a rock and many who came for a quick buck and got badly burnt at 9 down (now out at a real loss).

I'm happy to watch any further burn down or burn up. Nothing has changed except the fact that they now intend on protecting the Group in not providing any ammo either way, especially shorters.

The conversation will now no doubt return to healthy speculation here. Who could the t1 fabs and customers we are in dicussions with? Why? Who might the Skywater customers be? The market is and has been bullish on this until perhaps too much talk and names were given by the board. GF was a cat that got out of the bag and has not been useful(even though exciting). Lesson learned. It has been a shorters paradise. This is now past and being protected. Good!

This report is professional and demonstrates supreme confidence in where things are headed this year and beyond imo. Confidence enough to not need to justify themselves purely to hold the short term share price up. I think this is a tactical move with will provide fruitful when the time comes.

Any comparisons with 4ds remain hilarious at this point(even though I am genuinely pleased to hear reram news). As soon as they can demonstrate the ability to easily integrate with fab processes by not adding any extra costs, layers and exotic metals then they have work to do. Any long term holder here knows the time line estimates. First mover advantage is crucial, we have it. Regardless I do hope to see success in 4ds, and wait for news regarding a fully qualified product in years to come.

This much is clear at this point, nothing has changed and wbt is in prime position to replace its target market of flash with many leading fabs, providers and customers. WITHOUT providing the ammo bottom feeders rely on to decimate the company. Well done with this move board!

My opinion dyor

Expand

Think there are a heap of LTH here. If you are long term you don't get caught up in the rubbish, you know why you purchased and see the end goal. Everything is progressing as expected, only a fool thinks business is always perfect, company progressing well, lots to be excited about. I'd be more concerned if LTH's were writing daily trying to convince people to hold, if you read the report carefully, all is going well.

WBT Price at posting: $4.77 Sentiment: Buy Disclosure: Held
37 Upvote

2 Great analysis

Reply

Top Stories

CC9

Chariot Corp unveils plans for Black Mountain "pilot mine" in Wyoming, US; shares jump +20%

ASX Market Open: Middle East tensions push oil higher and Wall Street lower, reverberating on the ASX200 | October 4, 2024

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

There are more pages in this discussion • 93 more messages in this thread...

First 57 Last

Add WBT (ASX) to my watchlist

(20min delay)
Last $1.85		Change -0.025(1.34%)		Mkt cap ! $348.5M

Open	High	Low	Value	Volume
$1.88	$1.89	$1.79	$759.4K	415.5K

Buyers (Bids)

No.	Vol.	Price($)
1	28822	$1.84

Sellers (Offers)

Price($)	Vol.	No.
$1.85	1375	1

View Market Depth

No.	Vol.	Price($)
1	50	2.020
1	542	1.845
1	28822	1.835
3	9834	1.820
1	20	1.810

Price($)	Vol.	No.
1.845	2655	3
1.850	1936	1
1.860	15000	1
1.865	5000	1
1.870	31166	1

Last trade - 16.10pm 03/10/2024 (20 minute delay)

WBT (ASX) Chart

Think there are a heap of LTH here. If you are long term you...

Chariot Corp unveils plans for Black Mountain "pilot mine" in Wyoming, US; shares jump +20%

ASX Market Open: Middle East tensions push oil higher and Wall Street lower, reverberating on the ASX200 | October 4, 2024

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Think there are a heap of LTH here. If you are long term you...

Top Stories

Chariot Corp unveils plans for Black Mountain "pilot mine" in Wyoming, US; shares jump +20%

ASX Market Open: Middle East tensions push oil higher and Wall Street lower, reverberating on the ASX200 | October 4, 2024

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News