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agree and it places this minnow dead centre of the 'guard rail'...

  1. Flectional
    4,255 Posts.
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    05/10/23
    09:45
    Post #: 70182423
    agree and it places this minnow dead centre of the 'guard rail' chips act legislation

    https://www.csis.org/blogs/perspectives-innovation/guardrails-chips-act-funding-restrict-investments-china-may-restrict
    https://hotcopper.com.au/data/attachments/5630/5630126-001f0e40e9d833d67583f6342e102ec2.jpg

    won't reflect in the SP yet but its a huge 'on shore' endorsement for these guys and indicates secure future revenue channels if negotiations convert to revenue

    https://www.defense.gov/News/News-Stories/Article/Article/3532338/dod-names-8-locations-to-serve-as-new-microelectronics-commons-hubs/

    (akin to announcing an 'horizon' revenue agreement )
    due recognition by DOD
    Last edited by Flectional: 05/10/23
    BLG Price at posting: 3.7¢ Sentiment: None Disclosure: Held
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    lightbulb Created with Sketch. 1  Great analysis
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