So my takes about the financing issue/solution:
As we all know and the SP reflects that, we have a huge confidence problem. But if Suresh and Team can pull this timeline about this Quarter and this year we should be back in business SP wise.
- We have money until more or less July if we can trust that investor deck.
- Announcements about 800GB/s and or 1.6TB/s partnerships and customers and products this quarter (-->until end of june, so fingers crossed those are significant and not delayed)
- heavily focused on non equity raises --> Sell part of SPX or Licensing model (maybe the idea here is that those companies, which like to license, have to pay upfront or a starting sum to be able to so.)
Selling a part of SPX before they are in heavy production mode doesn't make sense in my opiniony otherwise you are in a bad position to sell. The ramp of those customers is supposed to be in H2/2024, but we have heard that before so I don't think we will see this happening until July.
- Dilutive financing coming as well, the key will be the timing. If they can announce a big partner/customer or licensing partnership then the financing might be a good idea. Otherwise we will likely see some more of those disastrous financings.
- NREs have never really come to fruition in a meaningful way so I don't expect to see any big sums.
I will hopefully be able to hold my shares from the financing at least until end of this year and then we will probably see where we are at.