The Golden Lounge

[Theo]

You saw today's news right? 😏

"Exciting that STM is moving quicker than expected towards production... Our customer can now manufacture wafers with MST on their own which should speed development and shorten the time to mass production and Atomera royalties..."

I like Dan Carlson's (TW_Research) take:

" ...from the PR, "{STM} was able to complete installation of our technology and independently validate MST film quality just weeks after receiving our recipe." Sounds like that is progressing quicker than planned. Also this, "should speed development and shorten the time to mass production and Atomera royalties.”

If you had modeled in them exceeding the tail end of timeline guidance, you might think they are right on schedule.

From my perspective, it doesn't really matter. What is important is to get STM into production and they are executing on this. If/when the next JDA inks, I expect the stock to really take off .