hi mars, curious your SNDK discussion started coincident w/ $2+ turn. imho today's LEXR/MU news very good for SNDK; presents buying opp'ty. SNDK driving LEXR broke w/ expressly described strategy dropping prices to vastly expand mkt (per last SNDK cc and numerous previous discussion). LEXR forced to seek MU protection/acquisition proves SNDK strategy. SNDK still holds IP; now funded, LEXR/MU better able to produce, expand mkt, expand SNDK royalty stream.
bought every SNDK drop today; will hold for a while; could still close Dec gap - think fundamentals imply today a bottom, bwdik?
regards,
phill