I find the vague claims of potential with no detailed reasoning to be unhelpful. Speculative or not, there must some sensible financial projections that can be made; sadly I don't have the knowledge to do that.
I believe they plan on licensing their tech rather than shipping end product. Is that right?
Do we have any idea about near term volumes? License fee or margins? Do we know anything like this, or is it just gut feel this is gonna be yuuuge?
Yes I am declaring a long position before I've worked this out, but that is simply based on technicals and is a fairly small position.
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