Thanks for sharing.
Given the performance of a number of similar stocks in the last year I do find this concerning and would appreciate any more information you can find.
I went through my thesis on this stock again recently, in particular with regards to the potential of a lifestyle company.
I came up with these arguments for and against:
(note that none of the below are evidence, purely consistencies/contrasts to other shares I've had)
For:
- unnamed collaborations with no received money
- reference to deals that are perpetually set back
- large sales by major owners without much logic with regards to business path
- connected/previously connected board members with negative reputations
against:
- international board with a huge reputation that would stand to lose a great deal from being involved with such a company
- physically deliveries (public demonstrations of product)
- collaborations with a well established institution
- clear and prompt responses to shareholder queries
undecided:
- business path- I feel like this is a little inbetween as the business path has changed on us somewhat workout any clarity, but the rationale does seem reasonable
- use of funds- I would like to have known how much of the R&D spend had already been given to the customer proof of concept and how much to 28nm in the previous quarters but perhaps that's being a little optimistic.
for me the 4 against are enough to trump the first 4, but it's certainly enough to give pause, and certainly a reasonable conversation for shareholders to have.
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