WBT 1.96% $2.00 weebit nano ltd

Ann: Weebit Nano successfully qualifies its ReRAM module, page-69

  1. 1,734 Posts.
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    quick word from.someome that has been invested in wbt for 6 years.

    for months now Coby has been saying qualification will happen before the end of the year'. for those that have any history with the company knew that this would happen. these guys have developed an innovative memory technology that has never been done before and have hit milestone after milestone and regularly ahead of schedule. so when they said qualificarion would happen .. myself and those that know the company knew it would happen and invested accordingly. we didn't need to wait for it to happen.

    so here is the learning for all the new comers. when wbt say they will have customer agreements by the end of the year . .. you can bank on fact they will. when they talk of additional fabs licensing wbt reram . . yep . . they will. the power of this certainty that the board has created in delivering and often ahead of schedule is the astute investor can leverage that knowledge and invest ahead of the actual news.

    todays price does not have customer agreements or tier one fabs etc priced in. both of which are capable of significnt rerates on top.lf todays action. based on boards history these things will be delivered by year end. so do you a) wait for announcment and scramble to enter or b) buy now with confidence these announcments like all others promised over last 6 years will be delivered on schedule.

    while wbt has incredible technology it is the board and team that is their ultimate asset - invest in quality people and know you can rely on them when they say we will do xyz by date abc.

    just imo . .
 
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