I loved the interview as well. I've readjusted my expectations and now I think the key de-risking point ahead is qualification completion. That's when the big boys start swinging at this imho. I think we will see a lot of buying opportunities ahead as this swings up and down on sentiment approaching that transfer and qual completion.
IMHO we will cup here and slowly appreciate over the next year with jumps at transfer and absolute liftoff at qualification. Speculation is over kids. We only deal in hard realities now. I expect a lot of games but also a lot of oppies being converted ST and a harder incline as the company starts telegraphing qual completion and customer acquisition MT.
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