You can’t lump everyone in the same boat as SO4. On finance look at what APC is putting together compared to SO4. On approvals look at what RWD, KLL etc have done compared to SO4. On trench flow testing look at AMN & RWD versus SO4.
These guys have been very aggressive in their approach just to be first to production. Hard to know if the 12 months or so saved is worth the additional 150-250M shares on issue?
SO4 Price at posting:
48.0¢ Sentiment: Sell Disclosure: Not Held
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