4DS 1.20% 8.2¢ 4ds memory limited

Ann: Megabit Success, page-832

  1. 2,105 Posts.
    lightbulb Created with Sketch. 374
    For shits and giggles!
    Let's say WD make an offer!

    4DS hand over the blueprints and WD R&D it to production, marketing and sales.

    In return WD offer 2% royalty on all sales. Basing off your ballpark of 10% semiconductor sales equating to 11bn per annum equates to 220m earnings pa.

    A 10:1 P/E would value 4DS at 2.2b MC.

    That could take years to realise!

    The shorter route and what they directors incentive to achieve is to sell and collect their bonus.

    50c a share 840m MC would be my preferred outcome.

    WD preferred outcome if they value the tech? Probably 50% of that.

    My guess? It will land somewhere in between 40-50c.

    Thats my 2c worth! Love to hear any other logic and reasoning on this issue?

    Of course we are not aware of any interest in the tech as yet. I assume it has pricked a few ears around boardrooms, and will take some time to digest and evaluate.

 
watchlist Created with Sketch. Add 4DS (ASX) to my watchlist
(20min delay)
Last
8.2¢
Change
-0.001(1.20%)
Mkt cap ! $144.6M
Open High Low Value Volume
8.5¢ 8.5¢ 8.2¢ $81.93K 990.8K

Buyers (Bids)

No. Vol. Price($)
1 100000 8.2¢
 

Sellers (Offers)

Price($) Vol. No.
8.3¢ 30001 2
View Market Depth
Last trade - 13.35pm 30/07/2024 (20 minute delay) ?
4DS (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.