TrevCof

Curiosity killed the cat

[TrevCof @CofTrev]

@hal_jam @Tom24172978 @spenbaker Exactly and while I'm sure some of it is down to NDA's etc that doesn't excuse everything. There are some excellent points raised here regularly that could be clarified without breaking confidentiality, just adds to the frustration of being a retail investor with them.

[TrevCof @CofTrev]

@hal_jam @Tom24172978 @spenbaker Agreed its counterproductive to stretch the test out to 8 months if they don't need to it almost looks like a weakness. we're just retail, after the cohodes/reyes debacle they've decided its not worth engaging via socials. I don't blame them but they could have better P.R though.

[TrevCof @CofTrev]

@hal_jam @Tom24172978 @spenbaker I raised this point before the last call. I was incredibly hopeful they were going with the 0.2c/2% 0.7C/98%. But along with T.J's comments I'm completely lost now. I give them alot of grace re comms due to NDA's but it's been abysmal around the new testing protocols recently.

[Josh Crumb 🆔++ @JoshCrumb]

At this point I don’t care in the least. #29ers have held high vol for half a decade and the company is funded through ‘27 with scaling acceleration basically. Mark whatever downtick tape you want, bet on how the deal trades, try to optimize your quarter marks for your 2/20, I just don’t care at all. I know the demand for stock the next 18mo is >> supply for stock as the LNG benchmarks becomes ours, ID++ and MarketOS go global, indexes and global listings, [other stuff in pipe] etc etc etc. Best global institutions own Abaxx, 2 or 3 more now as of close. [now I run the company like market is turned off for 6 quarters, when I’ve NEVER had more than 9-12mo survival runway 😂]

[TrevCof @CofTrev]

@stefanpu13 @McCheeseus @AlderLaneEggs @eenLien @spenbaker @LateReaponder @doh_in And both parties knew this 4 to 6 months ago.

[TrevCof @CofTrev]

$ENVX @AlderLaneEggs @eenLien @spenbaker @LateReaponder @doh_in Short thread to encourage some conversation to see if we can get some clarity on the testing.

1. Cast your mind back to the February slide deck and these important points re internal testing and testing protocol:

[TrevCof @CofTrev]

@LateReaponder This is the reason I'm excited. Enovix/Honor knew this 4 to 6 months ago. Testing at 98% @ 0.7C 2% @ 0.2C adds approx 6 days to the normal 4 month testing cycle. Given how open to change and accommodating Honor have been, I think Raj and co have been as transparent as possible

[TrevCof @CofTrev]

@stefanpu13 @McCheeseus @AlderLaneEggs @eenLien @spenbaker @LateReaponder @doh_in This is my point about the internal testing protocol, 2% @ 0.2C only adds approx 6 days to the normal full 0.7C testing cycle, and looking at the graph they provided in the slide deck it then performs in the customer qualified area. I think they found the sweet spot.

[TrevCof @CofTrev]

5. I've run my theory by Grok and screenshot the results. It makes for interesting reading, good news could be closer than many think, enjoy and lets be respectful in our discussions.

[TrevCof @CofTrev]

@thewatsonview Worth looking at https://t.co/zKi75y2XaD in the agri sector, to see whats possible for $MHUB regarding this. Plenty of space for more than one player in this sector as well

[TrevCof @CofTrev]

@James_Duade Hope you get your reply @James_Duade 👍 @JoshCrumb is usually great to engage as you know. This is another fine example of the quality of research a good number of $ABXX shareholders on X consistently demonstrate. Learning a great deal from you guys 👍

[TrevCof @CofTrev]

@JoshCrumb @NotoriousBaggie As a small/newbie retail investor thats been following along and invested with you guys for a few years, its been greay to watch it all unfold. The ups and downs. Keep executing , the hard work is appreciated 👍 $ABXX

[TrevCof @CofTrev]

@James_Duade @WaterworldCapi1 Nice summary @James_Duade 👌

[TrevCof @CofTrev]

@Thomas43135537 @byr10148 The new Honor win in the teardown is one of the phones people on here have been suggesting might be using Enovix. I'm long Enovix/confident in the co but theres ALOT of BS on here at the slightest hint of a product launch. I try to combat the misinformation if I can.

[TrevCof @CofTrev]

@Thomas43135537 @byr10148 And here's a further explainer. Hope this helps