Thanks. Found it:
https://www.stateone.com.au/Download/Download?file=WBT_20190130.pdf&downloadType=PUBLICATIONS
Their forecast sure was strange:
They clearly didn't ask Coby about this.
Their projection of first revenues were wildly optimistic. I don't think we were ever expecting meaningful revenues before about now. I'm sure COVID and the China situation have thrown a spanner in the works in this regard, causing the delayed adoption of the technology. However, we are only perhaps a year behind where we could have been had the industry not been so distracted. By the standards of this kind of leading edge innovation, this is still very impressive progress.
On the other hand, their projected revenue growth looks to be only about 25% pa compounding. Clearly they have no idea how quickly new tech tends to scale in the electronics industry (hard to believe considering they have surely been witness to the rapid pace of change over recent decades).
All IMO.
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