Ann: Megabit Success, page-1032

Just my 2cents

First of all i am back after a year of leaving 4DS. I should have held on but the situation then was very very negative.

Secondly, for all those who have no clue why there is a rerate (and it is still hugely undervalued), this is a dream product (niche, at the moment) which is tunable and from concept to proof has been finally achieved after so many years. There is yet another product which can replicate its function.
all those squabbling about revenue, profit, bubble etc, it is for fundamental value analysis. This company cannot be valued this way, it is going for a takeover play or IP licensing play (unlikely).

Board aimed at a modest USD500m takeover a few years back, which would be around AUD 780m with current exchange rate. That's still ~3 times from current SP.