The permamnet shift to Rakon, this is false. How can you be sure all that business will be retained? They mentioned that they're confident of retaining some of it, but what percentage remains to be seen.
What significant growth in Space? This is brand new for them. Promising yes, but still years away from maturing. They're trying to move into subsystems in New Space. Defence is great but has ESG concerns and certain funds won't touch Rakon as a result.
The XMENS have been talked about, but at the HY result a few shareholders pushed Brent for more info but he was all over the place. This is the same guy who said Rakon has the next generation chips back in 2012. Google it.
I'm almost certain I know 10x more than you about Rakon. You're getting ahead of yourself kid.
Price at posting:
$1.87 Sentiment: None Disclosure: Not Held
