Ann: Company Update, page-84

Each to their own strategies, but outlook is very gloomy on this one. I am trying to be as neutral as i can in my assessment:

Step 1: "Root cause corrective action" = back to the drawing board. IF there is possible solution -> step 2

Step 2: Re-engaging IMEC = few more years + cap raise, on the back of so many years of fruitless and expensive IMEC collaboration, any willing backers?

Step 3: Commercialise, Big delay = tech getting obsolete. IP getting less value with each passing year. Even if it works let's say in 2 years' time (IF everything goes according to plan, contrasting with history), the value for the tech would be much lower due to competition.

I don't think there is much to be blamed on management or the team, or even IMEC. The chip is difficult/impossible, the NDA makes it harder to fluff the SP up.

What's the point of holding on against all these odds? I have held since 2017 but this breaks the camel's back. Sold out all at massive losses. I managed to break my "Sunk cost bias", all the best to everyone.