A few more salient points I remember:-
1. don't get caught up on the market size and ReRam share projections as they are produced off old data prior to ReRam actually becoming commercially available. We will take a much larger share than the 33% market share projections given our advantages and mkt feedback on MRAM
2. we are pushing ahead asap in Automotive qualification ie to 125d heat qualification.
I personally speculate that this focus plus relationship with GF plus GF partnership with GM adds up to a big confident smile on Coby's face. In an answer to a question he said 22nm suited the automotive industry.
He was uber confident today and looked everyone in the eye and said you know I have a habit of making good on my predictions when he was asked about his mid year timing indication for customer and Fab agreements. He really focused on Skywater customers and I expect they'll be the first.
I couldn't have been happier with today....I know you are all scared of a surprise CR Ann but if it happened soon it would be massively on our terms with very little if any discount. It would be a very small dilution at this SP and would indicate significant investors are beating our door down.
The US trip lasted 5 days and they saw customers, Fabs and investors. Momentum from that trip could be explosive.
Watch for a further squeeze into ASX inclusion on Friday. Coby very excited about the inclusion(because he knows the implications I'd say).
GLTAH DYOR
A few more salient points I remember:-1. don't get caught...
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Last
$2.23 |
Change
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Mkt cap ! $420.9M | |||
| Open | High | Low | Value | Volume |
| $2.30 | $2.30 | $2.23 | $1.023M | 452.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
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| 8 | 29589 | $2.23 |
Sellers (Offers)
| Price($) | Vol. | No. |
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| $2.26 | 3896 | 1 |
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| Last trade - 16.10pm 14/06/2024 (20 minute delay) ? |
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Last
$2.24 |
Change
-0.070 ( 2.63 %) |
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| $2.30 | $2.30 | $2.23 | 114058 | ||
| Last updated 15.59pm 14/06/2024 ? | |||||
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