He said “worth a few billion”
but he references other acquisitions by the big players as a guide as to value
if you look at intel acquisitions and think about those companies and project out BRN’s value while it might be a few billion in coming years it’s the 5-10 year timeline that will really unlock value as iOT becomes prolific
remember that we have conservative execs so I think a few means in the 5b range in a couple of years, hence his assertion of a rerate when chip is in market and EAP customer contracts start getting announced over next year or two, and IP royalties kick in
All IMHO
DYOR
Not financial advice obviously!
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- Ken Scarince Presentation at International Investment Forum
Ken Scarince Presentation at International Investment Forum, page-75
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