Charts, page-77

  1. 1,418 Posts.
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    https://hotcopper.com.au/data/attachments/2418/2418756-820d9810320e3dc3275151a27e0a986b.jpghttps://hotcopper.com.au/data/attachments/2418/2418750-97165c0b7bd0d4358525d7526d81edf9.jpg
    Still on the comparison angle this is a direct comparison with our friends at 4DS who are also developing memory tech.
    While the WBT long term MFI started rising in April after Covid drop that both suffered, the 4DS MFI has gone nowhere being near long term lows(distribution) and their holders would be starting to look at WBT IMO.
    I wonder if we have some new ex 4DS holders here now. From the chart comparison it would be a very smart reallocation of capital to weight more in the favour of WBT.
 
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