Biggest takeaways (from memory) of today's CC:
1) ATOM is moving and in the right direction.
2) Scott was very articulate. While the current financial agreement(s) with ST can’t be disclosed, the revenue model discussed in earlier CCs (1-3 % for royalties as well as upfront milestone payments of (? $3-4 million) is still current . The recent contract is, in his (Scotts’s) words, still within those ranges.
3) Scott admitted he’s frustrated and appeared to be VERY relieved having the ability reveal one of the companies they are doing business with. He is very well aware of the shareholder frustration of the NDAs. Repeatedly stated he “understood the company’s need for NDAs”, but, wished he could reveal more information they have on all their customers. He genuinely seemed excited at progress they have made with other JDAs- (I’ve stated this feeling I’ve had about Scott before).
4) They are resuming work with AKM (Asahi Kasei Microdevices Corporation) after the fire shut them down in 2020.
5) The current ST agreement was only completed last week. Standard production rates & milestone payments still exist- (This removes the doubt that some posters had posited that ATOM would now need to be bought out, or, settle for much lower reduced compensation and therefore, lowered share price ranges.)
6) The Domino effect is VERY much in play. (It was a question also brought up in the Q&A at the end of the CC). While Scott tried to downplay it a bit, he could not, none-the-less, hide his excitement that other companies would most likely be affected by the current turn of events. While it might not “force” any of them to act immediately , it may very well, instill a greater sense of comfort going forward.
7) They (ATOM principals) are very cognizant of the ATM versus the current share price conundrum.
There is so much more- you would do yourself a great favor by watching a replay or, at least, read the transcript of today’s CC when it comes out. I have to confess I feel much better than I did a few days ago. As I have stated numerous times in the past, as long as they demonstrate progress, I will continue to support. After hearing/seeing the CC, I have not changed my mind.
Theo 
;-)
