agree jock , the hype train has slowed , all the HC pretenders...

First 8 Last

Share
Profile

Follow
Cguv

2,866 Posts.

1110

17/10/23

10:41

Post #: 70382156
Share

Originally posted by Jockthegreat: ↑

Your friends and family ask a very simple but very telling question.

We'd expect to have major chip companies beating down our doors by now right? We'd expect very clear moves towards selling mode by now? We wouldn't expect to see options being converted then sold on straight away? We'd expect our chairman would be very clear in language around next steps?

Yet DM is going conducting low scale interviews on minnow podcasts...where he can't even explain who our customer would be or how this will 'change the world'. Talking about 2 years of funding. Saying things like 'if we meet our goal'...after meeting their stated and published goal. Talking up meeting with IMEC, then being silent. and of course people questioning, where is the 'big rerate' what am I missing (fear of being caught out).

I think many people are trying to add things up, and the math is not reconciling...hence the market reaction (granted it's a weak market overall) is to take the safe bet and wait on the sideline. I'd say many are now getting that sinking feeling in their gut that something is a miss in the absence of information, and all available information giving contradictory insights.

Now certainly I will get shouted down and told chill out...so before you go down that path, I am merely trying to point out why I think the SP is declining. I hold and believe at some point this will provide a good return, but I am wildly sceptical of 4ds giving the whole truth at the moment as the signals are not adding up.

Expand

agree jock , the hype train has slowed , all the HC pretenders are gone jackass and the like , Davids clever use of the term ' strategic meetings' , dubious timing of the massive change in substantial holding announcement ( made back in Feb 23) released during Peak Hype
yeah these guys ard squeaky clean .....

carry on

Last edited by Cguv: 17/10/23

4DS Price at posting: 13.0¢ Sentiment: None Disclosure: Held
9 Upvote

1 Great analysis

Reply

Top Stories

ASX Market Open: Local bourse to trade green | Thursday September 12

MTM

Forget gallium: MTM says it's extracted gold from e-waste

CU6

Clarity progresses SECuRE trial with positive safety results

GTR

GTI extends uranium mineralisation at Lo Hema through development drilling

NEC

Nine Entertainment announces its CEO is stepping down – on an ex-divvy day

DXB

Dimerix begins recruiting young kidney disease patients in Mexico for Phase 3

CHN

Chalice jumps on Putin nickel export ban threat – but then there's bad news

SS1

Sun Silver confirms high-grade extension theory at Maverick Springs with 79.6 g/t intercept

3 stocks with antimony news on Thursday

BRX

Belararox to grow copper footprint in Botswana with 4,286 square km tenure