It is time to do some math on prospects with and without significantly replacing flash, which long-term is the big potential money maker.
The embedded market has been put at about $2.7b in 2028, but the flash market is 10x(?) bigger, and Coby has hinted that some prospects don't need the selector so the embedded market may turn out to be bigger for storing not very volatile stuff like program code or data-logging.
If it was only the embedded market, the ROI would probably be modest (ie reward/risk) at the previous high price ($9 ish) with a 2028 breakthrough into very significant revenue. So with further technical development*, the upside is looking good, even if the lead time for a major uplift is through to 2028.
I think the really important point about WBT is that they keep delivering in terms of their schedule, and they have enough money in the bank because of astute capital management (unlike another stock i could mention).
So what fellow investors do you think is the DCF for WBT? My guess it's where it has been before.
IMO. DYOR.
*qualification at 22nm, the selector, Skywater get to 90nm in their new factory
(sentiment is what it is because long retired)
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Last
$2.51 |
Change
0.030(1.21%) |
Mkt cap ! $474.1M | |||
| Open | High | Low | Value | Volume |
| $2.52 | $2.58 | $2.50 | $1.029M | 404.8K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 1 | 1855 | $2.51 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.54 | 614 | 1 |
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| Last trade - 16.10pm 12/07/2024 (20 minute delay) ? |
| WBT (ASX) Chart |