A gentle reminder of WHY holders are expecting a "massive buy...

A gentle reminder of WHY holders are expecting a "massive buy out price".

Others have tried, and failed, to create a universal memory. They have already spent billions of dollars of capital to do so.

If 4DS is successful in creating an universal memory - as fast as Dram with similar endurance and with Flash like retention- then the strategic value of this for any buyer is in the billions.

They have already spent billions and failed.

No one will care how much money 4DS spent to commercialise the technology, or what the prevailing share price is at the time.

As long as there are two or more interested parties that know the real metrics, the sale value will be close to the strategic value of the technology.
Since DRAM and Flash generate billions of dollars of profit per year for memory makers, everyone will want to own 4DS to protect their returns into the future - reduced for the remaining risk in taking the technology to market.

This situation only exists because the ASX is uninformed. Apart from vague statements and hearsay at AGMs, no one knows the metrics to price this into the share price. Therein lies the opportunity.