4DS 2.63% 7.4¢ 4ds memory limited

Ann: Megabit Success, page-832

  1. 2,112 Posts.
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    For shits and giggles!
    Let's say WD make an offer!

    4DS hand over the blueprints and WD R&D it to production, marketing and sales.

    In return WD offer 2% royalty on all sales. Basing off your ballpark of 10% semiconductor sales equating to 11bn per annum equates to 220m earnings pa.

    A 10:1 P/E would value 4DS at 2.2b MC.

    That could take years to realise!

    The shorter route and what they directors incentive to achieve is to sell and collect their bonus.

    50c a share 840m MC would be my preferred outcome.

    WD preferred outcome if they value the tech? Probably 50% of that.

    My guess? It will land somewhere in between 40-50c.

    Thats my 2c worth! Love to hear any other logic and reasoning on this issue?

    Of course we are not aware of any interest in the tech as yet. I assume it has pricked a few ears around boardrooms, and will take some time to digest and evaluate.

 
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