The written report is dull and says almost nothing. The presentation on the same day has a working robot line, good yield, a pipeline of additional global tech customers..
I also hold a small position. If in fact the customer is Amazon then when they make a deal and this goes public that could be a big catalyst for stock growth?
To me, it seems quite likely that whoever they’re working with could move the share price substantially once it becomes public, whether it’s Amazon, Microsoft, Meta, or someone else. The main question is when. The risk is that if the customer isn’t satisfied with some aspect, such as scale, redundancy, or reliability, they can afford to go with another technology.
Yes, this worries me to and my position. I am still in the green but things can change.
I am hoping for Nvidia to be that customer as I do remember seeing the name in different slides when CEO was presenting. Not as a direct customer but just as an example customer.
I think big tech will want to make large volume orders of functioning tested units and have no time to waste. Maybe APR should work out some kind of credit line or loan with a big tech company and give them guarantees of price and volume for sometime until the debt is repaid?
Hell, if big tech believes in APR that much then they could take a position and the owners could dilute there holdings a little?
I am still hopeful but even good ideas never see the light of day or just do not make it to the market.
I also hold a small position. If in fact the customer is Amazon then when they make a deal and this goes public that could be a big catalyst for stock growth?
To me, it seems quite likely that whoever they’re working with could move the share price substantially once it becomes public, whether it’s Amazon, Microsoft, Meta, or someone else. The main question is when. The risk is that if the customer isn’t satisfied with some aspect, such as scale, redundancy, or reliability, they can afford to go with another technology.
Yes, this worries me to and my position. I am still in the green but things can change.
I am hoping for Nvidia to be that customer as I do remember seeing the name in different slides when CEO was presenting. Not as a direct customer but just as an example customer.
I think big tech will want to make large volume orders of functioning tested units and have no time to waste. Maybe APR should work out some kind of credit line or loan with a big tech company and give them guarantees of price and volume for sometime until the debt is repaid?
Hell, if big tech believes in APR that much then they could take a position and the owners could dilute there holdings a little?
I am still hopeful but even good ideas never see the light of day or just do not make it to the market.