WBT 4.46% $1.82 weebit nano ltd

Weebit - 2023 and beyond, page-370

  1. 194 Posts.
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    CORRECTION to make it clearer... Because that excerpt is written confusingly and doesn't show all the detail

    USD$2.9B/year is for NVM Market Revenue to the Licence Holders NOT Market Size
    That is what was in the original Slide Deck
    ReRAM expected share of this is US$957M/pa
    Of this ReRAM share WBT is expected to be around 33% ie more than USD$300M/pa Revenue
    $300M USD = AUD$420M (current exchange) Revenue in 2027
    Let's round it down to just $400M
    $400M pa x PE of say 30 = AUD$12B MC (more than x10 from here out)
    And all of this is only for Embedded - should WBT finalise Discreet and grab a decent chunk of that much larger market, the $12B MC will be dwarfed!

 
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