Hi @Jockthegreat, it'll be interesting how things go during the CY2024 pumping season.
I just finished reading the research report (on the 4DS website) that was prepared by Lodge Partners....their key assumptions are below...
So, if PL6 is a roaring success (and allowing a few years to get taken out)....valuation of $0.61 (which seems a bit unspectacular).
If PL6 is a technical success, possibly a few more Platform Lots ahead...e.g. PL7 (PL6 enhanced tech) & then PL8 with a 14nm cell. Just a guess.
It won't be a surprise if we find there's more than a few pump seasons ahead while heading towards a potential future payday (maybe). Hopefully a fantastic pump post PL5, followed by a humongous pump post PL6 (with a couple of months before any announcement that mentions letter-numbers like PL7 & PL8).
4DS Price at posting:
7.7¢ Sentiment: None Disclosure: Held
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