Everything is risk and speculation but the real question is to what degree of risk are you prepared to take?
That is for each institution or individual to decide upon.The Patent doesn’t guarantee that it will work or can be integrated. However, it does allow a position at the negotiating table if someone deems it to be worthy. Therefore, without a patent you have nothing to commercially provide and discuss. It is merely a base step to something more concrete. So, either one can choose to wait for more concrete news to materialise or speculate in the hope that it may have some value one day.
There’s a lot of powerful vested interest groups in the semi-conductor space and the ‘competition’ for a piece of the marketshare is hot. These global competitor’s would see Archer’s technology as disruptive to their ambitions. However, Archer’s investors need to toughen up a bit for this is the world stage! Therefore, expect more of the rough and tumble and if you can’t handle it don’t invest or over commit*. As this media story shows, whether it’s deliberate or not, people are going to confuse BioChip with QuantumChip (12QC) or conveniently misunderstand or not, the Patent application protocols and procedures or any other misinformation.
The truth is that the stakes are high for some investors who have backed the wrong semi-conductor horse. IMO, the ‘investment industry’ at large is in a transitional phase and as a result, inconsistencies in past project favouritism, based on different criteria appear to have skewed goals and objectives. This is pervasive across many commodities and sectors that it seems to be a rather curious feature of the current marketplace. After all, the combination of the recent fallout of the Royal Commission into the misconduct of Banking, Superannuation and Financial Services industry which has forced them to re-evaluate how they invest (i.e., must have offtakes, commercial agreements in place), the CV-19 pandemic and the faster than expected paradigm shift into ‘green’ energy enablers which need deep-technologies, all have contributed to putting them in an awkward position. Something that takes time to correct.
Without sounding anti brokers, hedge funds, institutions, financiers, etc, I do think that retail investors like myself, need to understand how much the investment industry has transformed and why we should look to long term investing as best investing practice*, this includes so-called meme stock investing.
A lot of excellent signs and forthcoming news for Archer holders.
(20min delay)