Mark is an absolute weirdo. First bashing Lightwave completely! Than turned only because he loves Yves. Telling we are nr two. Now he is bashing because we are nr two and he prefers nr 1. Not based on tech but on appreciation of only people. Bashing the enthousiast followers aswell. I saw some tekst of him and I think he is character to put it mildly. But let’s be honest it’s time for Yves to come around the corner with something. Time to execute and explain where we are standing. That would help enormously to silence the bashers .
Yves may be right when he says many companies are showing interest - but Mark may be right when he says that polymers is not a high topic on anyone's list. The two can co-exist and Yves may well be hoping that hyperscalers and tier1s will change their tunes over time, but Mark may not be seeing any real evidence that Yves will be right despite having respect for his business accumen. Which would explain the price action and lack of any large buyers with any credentials that go beyond CULT status. This is all just so obvious to those who aren't members of the cult, and Mark's description is dead-on. That's why there is a high level of shorts betting that the stock continues to go down from the current $100 million premium over book value.
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