4DS 1.25% 7.9¢ 4ds memory limited

Before this just now... About the same, however we can now...

  1. 2,636 Posts.
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    Before this just now... About the same, however we can now almost use a discounted cash flow projection off WDC future earnings to give guidance and base it off 2022 earnings..

    The Doc has been charged with selling it and is incentivised to do so, therefore will want best price, but I dare say is trusted enough to afford a fair and equitable analysis so as the buyer gets a good price.. Now I get why he is there... He sets the bar for the fair price... Like a valuer does with your house and the bank accepts it by way of prof3essional standing.

    And if 4DS doesn't re-rate to at least 40c ($550M) on this news and speculation of SPAC merger then I can't help them..

    Net income is forecast 119, 1703 & 1884 million respectively going forward for WDC 2022 23 & 24.. So if we assume they remain a part of all this and it's damn hard to rule them out then Jocks $4 share aint so hard to believe if 4DS is a factor in these extrapolations.. Because revenue won't go backwards under any new tech uptake with huge performance benefit..

    Acca, quoted $2B when I finally started listening to him haha

    It depends on how much people want to discount the future potential for risk and the impact of perceived ramp up costs v what part 4DS plays in bringing revenue to the table for WDC going forward..

    Mate i'm no more an analyst than I am a sector researcher reporter, so i honestly don't know, but I'll go between $2 & $4 as a fair NPV for the only technical compliment to DRAM storage available once proven successful. But note if Samsung (A phone Company as DM suggest) joins the party as a venture backer things could get a little cra cra.. I mean who cares about the others right? hahaha

    IndustryEBITDA Multiple
    1Semiconductors13.11
    2Semiconductor Equipment & Testing17.31

    https://hotcopper.com.au/data/attachments/3122/3122647-2c6014f65b638655edcd00717422b768.jpg
    https://hotcopper.com.au/data/attachments/3122/3122697-932a71024307ac56b49477cf962e3cdf.jpg

    And thanks for the memories Jimbo.. Enjoyed the ride Sir... 8tey
    https://hotcopper.com.au/data/attachments/3122/3122576-c6b9d7d92a61861e93716dfc2362c7cf.jpg

    Last edited by Hateful8: 26/04/21
 
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