Hey guys, I still look at this like a trader. I think this hire is a game changer, simply because, if you are not 100% sure what you have, you continue business as usual and don't make this hire. It's just plain foolish.
My guess is they know the tech works (no last minute 4th terminal issues), they know their capacity to manufacture. I'll go as far to say they have initial prototypes, otherwise, this guy has nothing to show. So it's time to fill the pipeline with orders.
I don't think this explodes without big deals. I do think it is de-risked enough to climb back up into the 50s US, and when any announcements are made regarding testing completion, prototypes etc, it can move further.
But it will take announced deals to get over a buck.
Mack, just looked down the page, funny it's been 2 months with so little activity here this post was only half way down the page, anyway, I think everyone on agoracom is about as over the top excited as we are here about yesterday's news, how about weighing in with your current thoughts on where you see poetf pps in next 3-6 months, and if you foresee any ROSA sales, and if you are ready to say this is more than just a trader to you yet
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