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Last edited 5 years ago
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#Bull Case
stale
Added 5 years ago

Exceptional level of management ownership with payment in shares indicating high insider confidence. Announcement expected late May or early June about performance specs of manufactured prototype chip. Good news should drive significant re-rating.  A roadshow provisionally planned for late June could also drive up the share price, though I note that previous roadshows did not.  Risks I see are low yield (high percentage of dud cells), unknown manufacturing cost and 3 patents not yet granted. My investment thesis assumes that the market underestimates both proximity to commercialisation and the scale of market opportunity.