I think a lot of people don't get that.... its like being in...

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jb206

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26/06/25

14:04

Post #: 79580563
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Originally posted by deco19: ↑

How is the commercial deal a big one?

Remember, look at Treo as a platform.

The revenues of the platform.

The products the ReRAM could be exposed to on that platform.

Etc.

The growth here is anticipated, not existing, by the company.

It may be growing potential.

And again, to keep to Coby's favourite grocery store analogy. It's like getting a deal with Woolies, maybe in their Deli. We can quote the market cap of woolies but that isn't a true reflection of the deal and revenues at hand. It's a platform of a company with a small product offering that is projected to grow, by the company. Which is incentivised to tell you it is anyway.

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I think a lot of people don't get that.... its like being in OnSemi's Deli.... but still requires customers to buy from the Deli...... OnSemi might make some homebrand products..... or maybe it will just be on the shelf for customers to choose.... no information a this stage...

WBT Price at posting: $1.71 Sentiment: Hold Disclosure: Not Held
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I think a lot of people don't get that.... its like being in...

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I think a lot of people don't get that.... its like being in...

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