I just finished watching the podcast that Coby did in August so apologies if this has already been discussed. It was obvious that the host had no idea what Coby was talking about, but at about 1.5 hours, it's longer than the normal 45 minute quarterly briefings and 10 minute interviews with Pitt St etc which means he went into a little bit more depth than normal. I think he was getting tired towards the end and started to rant about the ASX which annoys me a bit.
But for me the highlight was at the 28:47 mark where he explains that the market cap for memory IP companies is normally 50x or 100x the revenue because the margins are so high due to the minimal capital expenditure required to operate this type of business. He gave an example of eMemory in Taiwan which had a market cap of $6bil USD on an annual revenue of only $100mil USD.
If WBT had the same market cap the share price would be almost $50.
I'm really tempted to buy some more shares under $2.
Weebit - 2024 and beyond, page-1795
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Last
$1.93 |
Change
-0.015(0.77%) |
Mkt cap ! $364.6M | |||
| Open | High | Low | Value | Volume |
| $1.98 | $2.05 | $1.93 | $1.615M | 818.1K |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 3 | 6900 | $1.93 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $1.95 | 5000 | 1 |
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| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| WBT (ASX) Chart |