RE:RE:RE:RE:RE:invitationI think you missed a zero in your unit calculation for the remainder of the year ;) I would fall back to the repeated claim of 100K units per year per shift, so one quarter of production would be 25K boards (of whatever type). Yes, I thought this might be a bit excessive for sharing with NDA partners, and likely not revenue generating. But we don't know, do we?
If anything, the information provided brought me back to reality of timelines in terms of hard revenues for the CD. The comment about the need to have an operational production line for a year to meet 'standards' ... I get this. But how much production (% of capacity), of what type of boards, and where is the market for these outputs? In the big picture, assuming any material deal, the stock will come in handy.
Oversized position long, but somewhat struggling with patience on timelines, and the opportunity cost.