Delta Gold Technologies (DGQ · AQSE)
Betting on Gold to Crack Quantum Computing
Quantum computing is a multi-billion dollar race, and creating stable qubits is the barrier holding it back. Delta Gold backs university research teams attacking that problem with nano-scale gold, and owns the global licensing rights to whatever they produce.
Bull case for Delta Gold Technologies
Early Progress in a Huge Potential Market
Patent applications are filed and the science is advancing, in a field where Big Tech is spending billions a year.
First-class Research Partnerships
Top-tier universities do the science, Delta Gold owns the global rights to what they invent.
Rare Listed Access to Quantum IP
Quantum IP is usually locked inside Big Tech or private hands, and these shares provide direct access.
Bear case for Delta Gold Technologies
Pre-Revenue Research Stage
Currently no granted patents or licensing income, with a multi-year runway to commercialisation.
Funding Requirements
Research commitments run well beyond the IPO proceeds and further raises are likely.
Competitive and Scientific Risk
IBM, Google and Microsoft are spending billions on their own projects and nano-gold approach unproven at scale.