Running discussion on SP, page-48

As announcements become more compelling and heavy market players really begin to take note, imo this has the potential of multi bagging on sentiment alone.

Price predictions aside, imo with this product if we’ve got 3 fabs and a handful of customers, in time we’ve got a dozen fabs and 30 customers as if those three initial clients reconfigure their production to become potential market leaders from using wbt’s reram, their competitors will be forced to do the same and the disrupter scenario is in full swing.

Once customers are signed the market can crunch numbers regarding scale revenues after which projected values can be gleaned….we don’t know at this point but they could be phenomenally large thus the blue sky potential is there for all to see.

Conversely, there may be valid reasons why larger investors have stayed away so far, perhaps seeing potholes that aren’t clear to current investors viewing it as just another start up with potential and taking a wait and see approach. Imo it’s not that long though before they dip their toes and dive right in.