Sixth Wave Innovations Inc SIXWF

RE:RE:RE:RE:RE:RE:RE:RE:Partnership and Revenue

[throwaway11]

Re: your skepticism about my ~0.90 call.

Increase in market cap through additional shares = lower SP rise when catalysts arrive. Lower SP expectations are realistic if we cap triple or quadrouple before we start to see real substantial revenue. Keep in mind we are still pre-approval from all health authorities. In happyland they expedite the process if there is substantial basis to do so, like they did for some other products early on in COVID.

We also have to assume by default that since we are not either a hedge fund specializing in long positions or a short firm (like hindenburg) and we don't have a room full of guys whose full time job is to research this stuff, that there are things we aren't aware of yet that might make us think twice. So we have to avoid living in a bubble or seeing the company as isolated.

And, I find that with microcaps, the last 1% of detail is 99% of everything.

Sometimes they tend to post hyperbole their own tech. Sometimes, in order to look appealing to investors and potential customers, they give you a selected view of the competition.

Or they hide the important little details that might make their product much less practical to customers than it could be, e.g., if the product breaks, there is a solution using very specialized parts only they have access to and they will charge an arm or a leg for (Not saying this is SIXW's business model, this is just an example). Everyone knows someone who bought a car that was unfixable or way too costly to deal with due to this irritating problem.

I have almost entirely ruled out the possibility that the company is in some way hiding or not disclosing the technology not being as effective as they have promised. The inherent nature of MIPs makes this unlikely.

My point is that often when someone comes along with a magic bullet that seems like it will be used by everyone, that it will actually be used by some people in some niches due to its inherent strengths and limitations. To pump their share price for financing (or just to line management pockets), many companies will make you think they have reinvented bread and butter.