4DS 0.00% 8.0¢ 4ds memory limited

Their quarterly interest expenses are ~$80m , with operating...

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    Their quarterly interest expenses are ~$80m , with operating revenue around $5b and gross margin ~32%.

    Debt obligations do not appear to be an issues at all.

    https://hotcopper.com.au/data/attachments/3477/3477071-a4d73b210e91d9ee4bd7a674bb815d94.jpg


    Total long term debt is ~$8.8B paid down from $9.7B lasthttps://hotcopper.com.au/data/attachments/3477/3477102-2103d7cb309926b45861083f931663d3.jpg

    As for the other liabilities on the balance sheet you would need to go through the notes on the balance sheet to ascertain what they are for …could be for lease agreements or any number of things, but unless your planning on moving your super annuation to invest in WD I don’t really see the need to go to such lengths. It’s clear to see that an outright T/O of 4DS for $1-1.5B US wouldn’t make a dent, especially given the type of storage class memory we are working on in is for cloud storage in data centres which makes up a whopping 40% of their sales revenue and in the last 12 months has been in decline

    https://hotcopper.com.au/data/attachments/3477/3477153-e29e238984b300bdb1d0a4d0af6c3105.jpg
    Now wouldn’t it be great for WD if there was a new type of storage class memory they could acquire to help drive sales and bring back growth to that sector of their business
 
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