I just re-listened to the call. Some good things are in fact happening. It is however taking longer than thought and I believe that is what caused the sell off today.
In an answer to a question , Dr Lebby said that we are on the verge of something huge. He equated it to the start of the internet but said that this will not end in the bubble like that boom did.
I admit I was disappointed . I was hoping for the big reveal. Didn't happen. The story however is the same. The investment thesis is the same. Time frame might of just got a little longer. Will wait for dust to clear and buy more if this stays here or goes lower.
Incumbent tech is maxed out. Maybe they can tweak it a bit more to keep up but they are basically at the end. They need polymers!