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Re: None

Wednesday, 04/24/2019 7:32:50 PM

Wednesday, April 24, 2019 7:32:50 PM

Post# of 81999
Looking forward is the key. now the technology has been productized (late 2018) there is a race IMO. A race that is complicated.

Complicated by

(i) OEM tech teams that claim to their exec mgt they will be able to do what Sigma does - they can't

(ii) Slow moving "ain't invented here syndrome"

(iii) AM "I know it all" tech teams


Interesting balance. The IP & product is worth what, $150M to $300M range yet an OEM can buy the whole thing for $8 per share - mgt would not be able to stop that

The low mkt cap could adversely impact OEM negotiations ... the first decent OEM deal, should one occur, instantly and materially increases mkt cap. If I were an OEM with decent access to capital I would buy the whole damn thing for $100M ... mgt would not be able to stop such a sweetheart deal

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