SP ...? ( hope this the right thread for this post.....oh well) believe there wont be another fab announcement as such till the Skywater qualification is completed and the results available for scrutiny...CH has stated as much many times....early 2023 ( @LifeStar right on the money imo) potential fabs will sit tight and wait.....I would....more importantly wouldn't you? LETI/Wbt have qualified the demo chip for customer appraisal so potential customer design and integration simulation can begin/as begun - fabs are aware of this ....very interested for sure .....wait till qually done as this signals process verification / confirmation no need to move early and be risk exposed ....if a fab was going to announce it would have happened by now imo.....the skywater qualification success will be the catalyst for the fab risk barrier to fall away .....major further derisk for wbt...=$$$
SP subject to market emotion for the foreseeable future....wbt business model bears no relationship to this factor, so the SP movement is pointless discussion as per points above opening paragraphs...(down rampers who throw this about are just laughable really - no idea ) investors must realise this by now....surely? these guys have been through cash depletion / 25:1 revers split/ black swan covid global health crisis/ no fly green/red international access lockdown....and now market emotion index collapsing....the wbt business model is ROCK solid and will shine through the coming increasing volatility as it has to this point
collapsing emotion index....SP ? lot of speculation markets are returning to stability now....after all the S&P 500 and the Nasdaq are up 18.6% since June mayhem...everything ok right? nope! that 18.6% is a confidence rally into a bear market ....right across sectors....nutty stuff....more air in to the market bubble disinflation occurring as supply inventory excess is discounted heavily in to sales sees inflation slow - ( retail inventories as at July are increasing x10 than sales atm.....think about that) consumer sales that have been declining since June stabilise and reverse slightly giving the Fed the green light to keep attacking inflation with money printing and slight Q easing ...good thing right ? nope! sales start to then run and what then also runs harder than previously....inflation the inflation release ( which did not stop by the way ....just slowed) causes the fed to reverse the lever and hike rates again ......this results in a more severe market sell off...and the 18.6% rally is wiped and a broad market correction down occurs again....and so it will continue......a rally into this bear market sell down at some point and the decline carries on
SP businesses that have sound product - exceptional management - cash reserves and understand their business intimately will pop out the other side each time in good shape....WBT is one of these...the worth / potential worth of the business has nothing to do with the market .....for the reasons highlighted above... nothing what so ever......don't be fooled ....the market is never right if you understand this simple truth about business / company investment imo
sure the SP will ride the emotion described and the market cycle highlighted but the business will flourish as it has through the previous setbacks as stated...
tried to keep it short and sweet more pain across markets coming for sure.....when?...mid to late september imo pick your investments carefully with the above as a suggestion only
wbt remains a winner imo - its performance across the last 18 to 24 months is the truth of that simple reality....exponential growth for the business is now closer than ever....also why it makes no difference whether there are no other reram companies or 22 thousand....wbt has the edge in market leverage pretty much across all meaningful revenue metrics again - imo
(20min delay)