Moon...do you think they are working on an exclusive deal? Or multiple licensing deals...
If it is an exclusive deal then there is probably going to be a large upfront payment for the exclusivity...which will show up at some point on the financials...as well as non-disclosure agreement that there will be no talk about the deal until the manufacturer is ready to unveil the new technology...
With multiple licensing deals I would expect that we would be hearing lots of noise on the technology and progress being made as a way to encourage competition from the different companies that are being targeted for the license...
I am hoping for the exclusive deal for both the upfront payment as well as the exclusive partnership with hopefully the best/biggest manufacturer...this would also lead to a quiet period with a huge surge higher once details are released...similar to what you see when small bio-techs unveil stage 3 results and you see exponential market value increase in one day...
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