To avoid cluttering this thread I started another called "Valuation of FRY shares"' to put some numbers around what kind of return the 4D-S vendors could be looking for and what that might mean for the share price.
I also want to mention that the FRY/4D-S presentation makes it clear the aim of the 4D-S RTO is to raise enough capital to undertake final steps needed to sell or license the ReRAM IP to an established memory maker, so that 4D-S vendors can exit with high ROI. That could be a royalty based licence I suppose.
FRY Price at posting:
5.5¢ Sentiment: None Disclosure: Not Held