Member Info for Janoz316

Maybe the conglomerate will recommend something.

I would change the Nomad to be honest. Move on.

It is material mate.

Can you post that again WKW.

All i need now is Coxy, Roger Techispam to pop up and rns their opinion lol.

They put out a reach based on legal advice by the nomad. They are under an NDA. They can't tell you unfortunately if you are unsure then there are other investemnts with less risk.

I tried to explain NDA agreements to you earlier. Maybe check with their Nomad. If you don't believe they are in a major supply chain then I guess you can ask the people who signed the NDA. They also cannot tell you. It isn't rocket science. Wait until October or don't mate.

They cannot tell you mate.

'In particular, we are seeing a significant growth in Europe reflecting new design-ins and our expanded distribution network. If we can maintain this rate of growth, then we would anticipate that the Company will start to record a cash breakeven position towards the end of FY26. It should be noted that all the revenue to date in FY25, relate to our existing product set and none from the three new product groups that we have been developing and are now releasing for customer evaluation.'

That was last year/

I doubt you would become chairman of the board if you didn't know what will happen. Capvis will take them out in my opinion. Lars and Lars.

It isn't easy to get this inflection point, Maybe it took many years.

I assume that it's high volume order. Major conglomerates don't tend to order a dozen caps. Its a design win with testing complete. All specs are complete it is released in October. To get into automative and consumer electronic supply chains is incredibly complex. Lars has a big background that, so does Graham. Why you think Cooley would embarrass himself?

I remember Lars saying that SMT would automatically be high volume orders. But it's just my opinion.

I always assumed they had to settle all outstanding legal issues before getting into the major supply chains. Or not. But they just told us they did.

They are incredibly fussy. Schurter too. Getting into a major supply chain is extremely difficult. They don't fk around.

I don't know but Samsung ? is publically listed and they don't usally rns about their supply chain. In fact they are all under NDA.

Isn't it under an NDA. Not sure legally how that would be rns'd.

I would have thought a high volume order in consumer electronics would involve the smt with then new binder. Otherwise why use our product and not a larger company?

Schurter are really respected in their field. Private equity fund took them out . They will IPO soon. In my opinion.

I always like to think about CAPVIS buying. They have a really good record of making money.