Main point I takeaway from this preso: - collaboration agreement discussions advanced with major data centre operator…
getting commercial validation from a ‘major’ player in their target market at this stage would be obviously massive. realistically that whole process will take quite a number of months, between samples / internal validation / prototypes / commercial agreements; with a number of boxes to tick along the way before any kind of revenue can materialise. but I would assume one will bring many, if the tech holds up on their use case.
watching closely for more information on that line, as the closer one of these guys is to pulling the trigger on it, the more this valuation doesn’t make sense.
GCM Price at posting:
0.9¢ Sentiment: Buy Disclosure: Held
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(20min delay)