Nothing negative, the company is in the best place its ever been, I have previously posted that I think the market cap in undervalued and this makes a fantastic buying opportunity, but what he has stated is counter to many peoples belief here that the sale sign is up and this will be gone within 3 months.
Speed awesome, endurance great, retention and yield unknown. Dave doesn't seem to realise that banging on about Speed, Endurance, Retention, Yield and then only answering two of those and conveniently being vague or completely omitting the others weighs on the share price.
My takeaway is that PL5 (or possibly even PL6/7) is almost guaranteed. There will be further development, they have 2 years of funding for further development. The sale comes when someone says "I think we've seen enough" - that is extremely unlikely to be seen off the back of the first successful PL IMO.
Sorry to all the get rich quick lottery dreamers, you gonna need to wait this one out some more.
4DS Price at posting:
14.0¢ Sentiment: Buy Disclosure: Held
