I actually believe in the stocks I own. If A3D prove the powder technology there is a big opportunity to sell metal powders into a big market (not just metal 3D printing). If they prove the LFP technology in terms of speed and density (to be tested by DNVGL) then the market is enormous as we all know.
Either of those being successful will IMO see a re-rate. If both are successful then it's happy days even for those who paid much higher prices in my opinion.
If both fail and the SFP doesn't gain traction then we're heading back to shell value (as I've said on numerous occasions is a possibility in a worst case scenario).
Ann: Aurora Labs completes prototype of Powder Production Unit, page-46
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