Buy Side, page-58

"looks like 4DS is sucking the energy out of WBT"​

What is happening over at 4DS has no bearing on the WBT SP. What it is telling me is that the ReRam technology being developed by both is being accepted and developed as the memory format to replace existing outdated memory types like Flash and Nand.

Management from both camps have continually stated that they are focused on different sections of this memory market and that the size and growth of this entire market will sustain and require multiple competing companies.

4DS is still excellent value at 10c, they have always stated that they will develop to the basic commercial standard then sell out to the highest bidder, something the CEO is very accomplished at doing. The possibility that this sale is not far off has kicked the price along. WBT on the other hand want to go the journey, develop, manufacture, improve, supply - a serious long term player. For those willing to take the punt on WBT, patients and faith and a long term investment strategy will be required, Coby stated 2020/21 before commercialization. I do feel that an SP correction back over 10c will occur once a Commercial Partner/s is signed up, and this was penciled in before the end of this financial year ( not too long to wait).
Good luck