WBT 0.43% $2.31 weebit nano ltd

Question re revenue potential, page-3

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    Yea I understand the businesses model. Just trying to get realistic idea of our potential revenue of the next few years.

    An often quoted industry report estimates the global ReRAM market to be ~$1B in 2027. Now is that a prediction of total revenue from ReRAM chip sales?

    Say we are doing well and account for 50% share of the market in 2027, and it's pretty much all embedded still. Would Weebits revenue be, for example, in the ballpark of $500m x 3% = $15m? I see some posters suggesting that the market size estimate is IP, which I can't see any reference to. If that was the case could our revenue be in the ballpark of $500m in 2027?

    Some might think it doesn't matter because the longer term potential is huge, especially with direct sales of discrete. But between now and then it would be great to keep dilution to a minimum through strong cash flows.

    I hold BRN too, and I feel many shareholders were naively under the impression that revenues would be in the 10's or 100's of millions by now. Everyone wants to get rich quick.
    Last edited by reon1: 04/02/23
 
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