Depending on how they commercialise the speakers. License or sell direct. I understand they will do both, or at least that's what their asx release blurb states.
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If they sell speakers, what upfront costs will be involved in producing commercial quantities? Do they have to build a plant or will they outsource? I think the manufacturing process will require stringent quality compliance. So outsourcing may not be viable.
Licensing seems like a faster track for $$$ to come in. Some big upfront payments and ongoing royalties could be in play. Let the big names deal with the manufacturing processes.
I still think commercialisation could be 2-3 years away, but the deals with upfront payments could be 12-18 months away once they finalise the manufacturing process and functioning speakers.
If these items fall into place, it'll be very hard to buy stock, so anyone looking to build a position would want to start thinking about it soon IMO.
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Depending on how they commercialise the speakers. License or...
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