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Re: tedpeele post# 149883

Tuesday, 08/01/2023 10:34:32 AM

Tuesday, August 01, 2023 10:34:32 AM

Post# of 196955
I'll provide some additional nuance that people may be overlooking here......

Calling out the info from the 10K\Q's regarding the Stack is worthy of discussion. I have seen that line item since I invested and it has never changed. It is also the only thing they will assign a TAM to.

Now for the nuance - They say the stack is their first commercially viable DEVICE, not product and\or material. It's possible that PLUS comes to market first because they just hand someone a gallon of polymer and it's off to the races.
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