the use case / value proposition has been on the table since the inception of the technology b811
ask yourself this - why would YK / AR / DP /and of late in company terms CH/ IN / IS etc etc jump on such an unknown startup technology in a break through material when there is little to no understanding of this disruptive tech within the industry generally? ( though there is now in a big way)
Cheapest cost per bit production value for significant performance gain compared to all other materials in the Reram NVM SCM space......that's huge!The metrics you quote are part of the value proposition, but the initial market entry / time to market and revenue revolves around that first dynamic of cheapest cost per bit / performance gain in the market space quoted......ROI is $$$$ (IMO) ...the NOR market space
and that's the reason...
You know what that means for the company who holds the patents, has the assembled team of expertise and experience, has industry leading development partners who have as much enthusiasm and dedication to production outcomes as wbt ....and who has the industry networks and market access that so many startups have no chance of achieving initially and which presents a significant barrier to entry for them.
The value proposition has not diminished b811...... - I understand from your divulging the same that your investment is deeply in the red.
I suspect many here are in the same position - ( as they state) that does not change the value proposition of the company scenario - it is a dynamic of equity markets...as I'm sure you know...some fool analyst price targeting a penny stock at some ridiculous dollar value - those are red flags always with startups - there are no revenue metrics to base those targets on....its a pro trading house trick ( if you will) leveraging sentiment and equity to gain financial advantage ....and we know the outcome of that recommendation is - it was bullshit and investors have recognised that and taken back their dollars.....this is the market hey.
combine that with this tax loss season and of course you will see a declining sp - look across the boards and all companies
( pretty much ) are seeing the same thing....im seeing it across the stocks I hold as well ....a significant decline in 4 weeks ....
well that balances off across the gains of the previous 3 Qs' ....market at all time highs
i accept this scenario - this is how the market operates - i knew that when i threw in good coin - im not burning here but i am in others....as much as you are here - well ok ...for me its not a change in the company in these situations its the market season - they are in the bottom draw till they see an appreciation in value and I reassess again.
the use case value proposition of wbt has not changed during this time and bears no relationship to this situation across the equity markets....thats what must be realised by the blamers here .....yet they have no understanding of this...or perhaps they do b811.....perhaps they do and its deliberate...do you suppose?
Anything is possible I think - I go back and look at the company - and i see nothing has changed - the initial use case listed above has only strengthened.
cost per bit to manufacture is the cheapest in the space for the performance gain in the reram space = $$$$this is not my opinion b811 - it belongs to the industry analysts and specialists - and the companies themselves trying to enter the space...it belongs to XTX technology who independently validated the chip in record time with record outcomes.....not my opinion..
.their opinion - they tested the product ( yes they do have a product ) and it excelled ...dyor
why - because they are a
major nor supplier in the asian region & globally and see $$$$$$ - their
independent analysis
Jim Handy - principal Analyst with Object Analysis ' companies that make emerging memory technologies are saying that they have a technical benefit that people will be willing to pay a higher price for , and because the manufacturing cost is higher they must sell them for a higher cost '...' but at the end of the day there are not many applications that can stomach a higher price for better performance'.
He said its too early to tell with Reram for this application - there are two things at play - one is how cheaply it can be manufactured when its in high volume and the other is what kind of volume its in right now.
wbt smash that equation wide open - imo
AR / DP knew what he saw immediately and I agree with this proposition - those here who don't for what ever reason ( losses most likely) but to be a blamer as they are and try to link the sp with the company ethics and lack of progression is laughable - though perhaps easy to believe if your investment is declining...and that's a completely different thing and I suspect what they do it for - it is to be called out ..... imo....its not downramping or chearleading - those are terms to garner emotion and sway cheaply anyone who is susceptible ( they think) to their proposition....its nonsense.
That's the investing opportunity here b811 - and it has not changed one bit since its inception - it has only become stronger and increased in value as it has progressed with a strengthening management and technical team ....it bears no relationship to the stock market sp value....its a startup without revenue.
these are just my opinions b811 - not upramping or cheerleading - ridiculous terms - don't think Iv'e ever used either of those terms but blamers....sure - that's what they seek to do
the only people to blame for my declining investment value is me if that's what is happening - my poor decisions where that is the case.
I held here through dark days of miserable sp ( 4cents if memory serves) and then through reverse consolidation ...ouch ....never a good thing - was I down then ...yes, far more than you are now....far more - yet the value proposition has only strengthened all down the line.
if i lose ...well ok - its my investment - ill eat it - that's the risk / reward we all seek
will I?
not in my evaluation of the company and the prevailing situation....imo the reward will be huge $$$$
news flow will be company making in my opinion
GLA
(20min delay)