Weebit - 2021and beyond, page-1342

That the management’s options ex-price at current vwap level and such are vested only on signing a commercial contract shows their full confidence.
This is the tech that suits the next generation of semiconductors and wbt has the right people to get it there. The sp is still the old 7 cents. Hold a few and see this become a unicorn.
These prices are evidently not reflecting the potential, lots of catching up ahead, Israeli investors maybe starting to get on board. Instos as well. Coby mentioned the instos are starting to buy a few. Imo if news about a deal is ann it will be very hard to buy a good parcel. There will obviously be sellers. But the market will be forced to recognise what the near and medium term value are worth.

This could be the next Microsoft. The business model includes licensing which basically means revenue = profit in a $60-$100 billion addressable market.
Licensing is just the beginning, nvm embedded memory is also just the beginning.

The demand for storage each year is growing exponentially- this year’s demand exceeded all storage requirements in all prior years combined accdg to Coby. Everyone is using the cloud to store files. Everytime one clicks a site, or watches Netflix, and even useless posts of trolls in this thread require data storage space. That’s mind boggling. Anyone working in IT knows this. The IT contracts are now using TB to measure price of storage services. Companies are upgrading their infrastructures to cope with these growth of storage and data ingestion. All areas are affected, network, storage, midrange infrastructures are being upgraded with better equipment. But there is a limit you can only upsize a burger or fries to a certain extent. If your customer for example is super hungry, burgers are not enough. Otherwise they’d get bloated. They need good food. The sector needs the next generation now.

1,000x faster, 1,000 cheaper on energy, 100x more long lasting = this is where it starts, it’s already here wbt, ReRAM the only one from silicon oxide, which makes it cheap to manufacture.

Wbt has the above differentiation from peers. The raw material is raw and therefore don’t require massive and cost prohibitive changes in current production methods. Xtx already duplicated, tested and validated the production environment at Leti. SiEn’s business and fabs are perfect fit to ReRAM. This is it. The tech is ready. And further potential will be unleashed as customer requirements call for it. Wbt is very focused NOW on the requirements of its first customer. This is the ignition that starts the wbt engine in full throttle. Just watch. Floodgates ahead

I guess holders will have lots of good memories holding this one that they can pass on to their children and grandchildren


All imo.