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Likewise, will be good to see who comes on board. Few points re...

  1. 91 Posts.
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    Likewise, will be good to see who comes on board. Few points re HAMR:
    - development stage of commercialisation and scale
    - Hyperion has option for exclusive license agreement
    - announcement was made on 15th Feb. Sp went from. 63 on close on 12th to a high of . 84 on the 15th but returned and to High 6/low 7 in the days following.

    What im trying to illustrate by the above impact on sp is, sure there was a slight impact but I'd say it represents 5-10% of sp/mkt cap atm.

    If we can prove commercialisation and follow that with mou's... Then think it would be very positive.

    Im also invested in asm, they have similar tech but progressed a bit further so can look to them for comparisons. Difference being they are focused on ree and Tao is on titanium.

    If I get time, I'll do a bit of an in-depth write up on HAMR.

    Edit - Dyor, etc just my thoughts
    Last edited by asoka: 09/04/21
 
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