4DS 1.18% 8.4¢ 4ds memory limited

4DS - Anything but Charting, page-13495

  1. 6,262 Posts.
    lightbulb Created with Sketch. 1532
    Number 8 will be next methinks

    My expected next market announcements
    1. Annual General Meeting details and resolutions + 4C
    2. Results of Annual General Meeting
    3. December 2020: Wafer results
    4. imec extension
    5. December quarterly
    6. April/May-ish 2021: Chips with transistors results and control logic
    7. May-ish: Moving forward to produce another set of test chips, this time with both transistors and control logic. Ie: the Megabit chip they will use to attract a buyer (if they haven't already begun discussions with April chips)
    8. March quarterly
    9. (Likely) HGST/ Western Digital partnership extension (if acquisition talks with the broader industry have not taken focus)
    10. July quarter 2021: Acquisition
    * Additional US Patents could be granted any time. We are waiting on 4. We are waiting on 3. We are waiting on 2.

    my target acquisition price is well north of 60 cents per share , which is approximately where the top tier company acquisition incentive bonus for directors and eligible US employees starts. My price target is closer to $1 now or roughly $1B USD acquisition.
    Link explaining 60 cents.
    Link to pricing matrix Khoutam version
    Link to Optane details and FY20 revenue generated (Optane is a comparable product to what 4DS is aiming for, 4DS directors are confident they have already bettered Optane - if so, then 4DS could expect similar or greater revenues than Optane)
    Link to 3 obvious bear cases for 4DS
    Link to 4DS timeline
    Link to info for newbies (read whole thread, not just this post)
 
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