AXE archer materials limited

I still think Simon should focus on the technical progress and...

  1. 546 Posts.
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    I still think Simon should focus on the technical progress and the crucial tie-in to commercialising. No one will bring his level of experience and contacts in the semiconductor world. We have hit the jackpot with the CTO.

    A CEO will for example, help to highlight the work to institutional investment analysts. Point them to the next expected highlights as well as all possible partnership with industry that they can research. There are some analysts who do a decent job of covering deep tech. Seek them out and do a more in depth. Because even institutional don't park their cash in a pre revenue company without being convinced of some near term catalysts. They place value and evaluate new management. And are always looking for new product/disruptors. CEOs would be aware of these boxes being ticked and market sentiment. They can address any gaps in knowledge. Rehashing the same dumbed down message at every presser and relying on people to read technical announcements for themselves is not going to work. If Simon has to provide the basic due diligence, it would be a woeful waste of his time. Incidently, the stocks down under interview Simon did, he went into more detail than Mo ever did. It's a good technical primer for AXE investors IF they have followed along for a few years. He can't go back to explaining all the terms though. This is why we need someone who has the job of explaining to anyone who is half interested and is looking for a tech investment. Whether retail or institutional . And who is readily available to do so. If there's one industry that is fast paced, it's this one and there is a constant need to update the company's paths and pivots as well as plans to fund an extended timeline if needed.


 
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