Agree. I don't mean to have a negative slant because the macro is excellent, but I can't help but feel nanotron is being used to cover up for Seneca micro fabrication taking longer than expected to ramp up. Sensera receipts dropped from 225 to 150 q on q.
Who knows what the next quarter or two will hold but if I had to bet, they'll certainly be asking shareholders to get their cheque books out. Best of 'luck'. Very specie and I hope it pays off for holders. I'm out.
SE1 Price at posting:
36.5¢ Sentiment: Hold Disclosure: Not Held