At the ASM 2023, Dr Lebby when asked about scaling ability, simply said
In terms of scaling, we are much more comfortable this year with scaling than we were last year
That gives investors no clue as to how many units they can produce in a given amount of time, or will be able to produce 1 year out, 2 years out, etc..
Proto accurately quotes Dr Lebby, for a change, when at the Vancouver conference Dr Lebby talks about some of the competing technologies and then says "we can scale into volume quite easily and effectively".
So, what gives? Why did he say that while hedging at the ASM in a way that suggests they aren't yet 100% comfortable quite yet?
Was he just speaking theoretically at Vancouver -- ie their scientists believe it will eventually be scalable? There was a conference earlier in the year that focused on high volume manufacturing where Dr Lebby had every opportunity to say they were doing it but not only did he NOT do that, he instead talked about how long it takes to get results from foundries as well as the real need for standardization.
Perhaps it comes down to the ability to produce enough X VIABLE products that meet specs -- in the Silorex presentation that Proto likes to quote the presenter as saying "millions", it is clear that while they are able to meet some nice specs - the speaker made clear that those are the MAX specs from a variety of devices. How many devices meet minimum specs required for viable scalability? To my knowledge the company has never said.
beginning at the 5 minute mark.
He says this:
much of those things we wanted to achieve, we did achieve. NOT ALL IN ONE DEVICE
The bolded part makes all the difference: The numbers they gave -- and made clear -- were attained by different devices...so it really IS like a research project showing what might be possible, but not showing what is happening today for the vast majority of their devices..What are the minimum specs met for 95% of the devices? Nobody knows, it would seem. A business might want a limited. order of their 'best' devices out of 1000 or so, but NO business will want to buy all 1000 or - of course - all 1million devices if the minimum specs are not available or fall short of their needs. SO, without knowing how well they can scale, or how good their data numbers (specs) are in a given percentage of devices, there is no way to know if they are viable or not.
RE the issue of REPEATABLE SCALABILITY we have our best guy here saying that is still an unknown. That's the bottom line. If they can't make enough that are good enough, they don't have something that is yet commercially viable: https://investorshub.advfn.com/boards/read_msg.aspx?message_id=172967032
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