Given the current semiconductor and covid climate, I can imagine there being some issues with coming to a fab agreement, therefore a delay is not out of the question, which would lead to a retracement and a good little trading op, however if you have followed the companies history of meeting deadlines you'd be risking a lot trading this stock at this current moment. I made this prediction with BRN and was caught off guard when TSMC put them into production.
Just remember people, this is not a nuisance for factories, the tech is easily transferrable and the way I look at it, this is providing more of a solution than a problem. Customers will want this.. badly.. I see a fab announcement soon, by which I mean within three months. I'm holding and if there is a retracement I will be topping up.
All the best
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