Ann: Quarterly Activity Report & Appendix 4C, page-104

Balance sheet looks good.
Generally there is some info given, and in this case, it is wafer thin.
The only oxygen cells i read, was "strategic discussions together"
Does the NDA restrict the metrics on these discussions?
What yield can we extract from this?
Hinting of PL5, scaling to smaller nodes, etc, I would classify as Non-volatile. A little more info wouldn't breach NDA.
Baking the idea of mergers and takeovers, is volatile info. Retention of these discussions has to be crystalline PCMO.
Endurance of retail investors always require constant analysis
The speed of these discussions, could be an order of magnitude faster.
The bandwidth on this forum is broad
The latency of this message does not require error correction code.
Testing the interest of other parties, is my etch on the strategic discussions together.