Dr.T has called Triangle report very conservative given the big haircut applied. On top of that is the FTO opportunity that Dr.T brought up with Phil Lynch focussed on CPACS. We know now that CPACS is the immediate opportunity being pursued with the Triangle report quantifying it while FTO is yet to be validated and quantified. That is not cherry on top but a whole bloody cake in itself. So I don’t think Dr.T will provide a $ figure but tell us that the TAM is pretty huge which most people will be uncomfortable to even utter.
Dr.T has called Triangle report very conservative given the big...
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