I’ve listened to the CEO’s speeches multiple times across various presentations now, so I’m wondering how likely you think it is that Canatu would sell its reactor to its competitors and collect royalties through them as well? Would there be any real benefit to this compared to keeping pellicle production strictly in their own and their customers’ hands?
I think the CEO refers to competitors’ interest in buying Canatu’s reactor at least twice (the very first question from the Danske Bank analyst in the H1 2025 Q&A and around the 13:30 mark in the latest Inderes “Canatu as an investment” video). At that 13:30 mark, I feel like the CEO was about to let the word “agreement” or “to agree” (sopimus/sopia) slip before catching himself and using the word “wanted” instead. Just out of curiosity, do you think this would be likely or sensible?
Regards, a silent amateur