No offence or switching off from me . I read your posts and just disagreed with what you were saying. you Drew parrallels with other companies, based on your experience. When I look at the same facts I see something different.
was good having someone on the other side as I read up a bit more to ensure I was still confident with my decision.
short term this consolidation will cause uncertainty which has a high probability of seeing a decline in SP as people sell out.
long term as others have said the fundamentals haven't changed and there has been no indication that the company is not on schedule.
my only gripe with management so far is the industry partner announcement. I believe silvaco is it for now which wasn't what we were all hoping for, but is still an important building block for future success.
State One report, page-52
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