If continued R&D was the main strategy DM wouldn’t have taken on the role as Executive Chairman permanently. He is there because the meetings with imec next week will be about getting a deal to maximise shareholder returns.
Rest assured knowing that meaningful commercial conversations with major industry players are imminent, and if you think the best way to maximise your personal return is to wait for a few pips on the downside then you’re probably going to miss out on the bags to the upside.
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