I think you'll find that's all been pretty well priced in (new customer & fab deals). It's not like Coby hasn't been extremely transparent about expecting to sign them this year. Just look at where the share price is now compared to just before Skywater was announced. It's settled back to pretty much exactly the same spot. Not saying it won't get a jump, but I wouldn't expect it to double (maybe short term it will but will probably follow the same path as what happened with Skywater announcement and come back to around current levels).
Keep in mind as well that the fully diluted EV is currently >$450m, which is pretty high for a company at this stage. Not crazy stupid high like BRN, but still pretty high.
I think you'll find that's all been pretty well priced in (new...
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$2.45 |
Change
0.100(4.26%) |
Mkt cap ! $462.5M | |||
| Open | High | Low | Value | Volume |
| $2.35 | $2.46 | $2.34 | $1.524M | 632.5K |
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| No. | Vol. | Price($) |
|---|---|---|
| 1 | 5678 | $2.44 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.45 | 13200 | 3 |
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