61c is circa $1.2B for 4DS which, if the metrics at 60nm are...

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    61c is circa $1.2B for 4DS which, if the metrics at 60nm are improved pro-rata to 20nm or thereabouts is way too low a valuation imo. Particularly noting the AI rate if change since Lodge Partners report was released.

    Would be very disappointed if the Co was taken out at the level...Imo >>$3B which is chook feed to a NVIDIA and the market edge it would give them.
    Last edited by leverage: 18/05/25
 
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