4DS 1.39% 7.1¢ 4ds memory limited

Hi @Jockthegreat, it'll be interesting how things go during the...

  1. 1,730 Posts.
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    Hi @Jockthegreat, it'll be interesting how things go during the CY2024 pumping season.

    I just finished reading the research report (on the 4DS website) that was prepared by Lodge Partners....their key assumptions are below...

    https://hotcopper.com.au/data/attachments/6272/6272707-dd75f518056d9c4da91b094bfc8e2bea.jpg

    So, if PL6 is a roaring success (and allowing a few years to get taken out)....valuation of $0.61 (which seems a bit unspectacular).

    If PL6 is a technical success, possibly a few more Platform Lots ahead...e.g. PL7 (PL6 enhanced tech) & then PL8 with a 14nm cell. Just a guess.

    It won't be a surprise if we find there's more than a few pump seasons ahead while heading towards a potential future payday (maybe). Hopefully a fantastic pump post PL5, followed by a humongous pump post PL6 (with a couple of months before any announcement that mentions letter-numbers like PL7 & PL8).
 
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