$ENVX I’m trying to map out what could actually happen between now and the end of 2027. We still have the final smartphone qualification test, a potential production order, samples to a second OEM, the eyewear ramp, and the Korea defense capacity expansion expected around mid-2027.
They’ve brought in Vyvoda to run manufacturing and keep posting jobs in industrial engineering, equipment, production and defense customer support. Are they staffing up for a real ramp, or still trying to fix the bottlenecks?
What’s your realistic timeline for higher yield and UPH at Fab2, smartphone revenue, and the $183M defense pipeline turning into shipments? Which of those actually happens by the end of 2027? And where do you realistically see the stock price by then?