Some much-needed perspective around potential T/O price. The below image is from the initial presentation in 2015.
These deals were a decade ago. Index at 2% p.a. for basic inflation, and the lowest deal climbs to over US$400m. But realistically, these deals would be at least double when you reflect on the semiconductor sector.
Will 4DS offer a bigger opportunity than all of these? I'd say yes if they can harness the power of the individual cells in an array.
4DS Price at posting:
8.9¢ Sentiment: Buy Disclosure: Held
