AXE 7.55% 24.5¢ archer materials limited

Great podcast. I felt towards the end, we got some hints of...

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    Great podcast. I felt towards the end, we got some hints of looming development news coming.

    Mo mentioned, how much he is ‘blown away’ by the straightforward notion that 'naphthalene' (the white crystallised material found in moth balls) can be ignited and then it turns into an unique carbon material (I assume this to be graphene?) that then has the potential for room temperature quantum technologies as the platform for every functional qubit. This deep-tech intellectual property (IP) concept should drive AXE's share price value over and above our more highly-fancied peers which are fundamentally flawed following various frigid pathway models.

    To paraphrase Mo, ‘in the future, there will only be a few that will have the IP technology and many trying to access that tech’. Or, does he suppose we maybe it?

    We shareholders should be more impressed by AXE's sheer ‘disruptive’ ambition and confidence in its tech-pathway right now, even though we're all here for some significant share price improvements. However, regardless of current share price status, holders will need to be patient but prepared to cling to their hats, at a moment's notice, when AXE does re-rate. Due to the scale and speed that tier1 foundries can commercialise and for those conglomerates that will need our deep-tech IP as the basis to underpin their product advancements.

    If AXE proves to be the correct course, it only serves to highlight how overlooked simple 'materials' have more pervasive value for real-world practical commercialisation.

    This could be our year of recognition, its only going to take a moment's notice!

    All IMO, DYOR GLTA(patient)H

    Last edited by Mallyrock: 09/06/24
 
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