Thankyou @Geeris. (having issues with reply function, third...

Thankyou @Geeris. (having issues with reply function, third attempt, sharing useful important links)

Pitt Street Research- very comprehensive research and estimates of valuation report.
Is crucial reading also for understanding and comprehending as best can what it is Archer owns and is developing :
3rd April -
https://static1.squarespace.com/static/5af533a312b13fb602fe7d7b/t/660b99521103af3a7db45840/1712036180582/Archer+Materials+research+update+03+04+24.pdf

Early February-
https://static1.squarespace.com/static/5af533a312b13fb602fe7d7b/t/65b9fd708b20e75fd1751f61/1706687860680/Archer+Materials+research+initiation+report+1+February+2024.pdf

AXE shareprice is very low compared to other asx peers - 4DS notably.
(Without any of the hype of Weebit or esp Brainchip . These two further advanced but carrying also significant risks with their valuations, and likely greater need for capital or successful commercial partnerships at stage they’re each at?)

I had written more but lost before posting.

I note that in March you wrote :
https://hotcopper.com.au/threads/3-watch-out.7917575/page-4

AXE valuation is a conundrum , however what is true is that the market is not reacting to nor understanding the significant achievements and progress made by Archer to date, and remarkable progress each year in utterly careful and methodical steps.
Mo’s credentials , and global standing. And abilities to execute.

The global excellent patent protection and valuable IP.
Notable significant Fab relationships, and with leading global technology companies.
The agreement with Aust Defence, and no doubt other sensitive commercial in confidence entities.
Manufacturing test runs and development, and that the tech can be very rapidly advanced if chosen by a major .

Mo’s latest interview good to listen to , as posted by @Kalemtea (hoping I correctly spelt name this time) -
Must listen imo —
https://podcasts.apple.com/au/podcast/talk-money-to-me/id1582395193?i=1000658087165

(apologies for errors if not time to edit- posting before I lose once again ! )