The analysis of WBT's forecast revenues by MST has them reaching ~A$1 billion in 2033, and that's just for the embedded memory part. Obviously, that would catapult the WBT's share price into the stratosphere, and provide all the money and resources they could ever need to undertake any further development of ReRam that was deemed to be necessary at that stage. Just with royalities from embedded memories, WBT would then turn into a global player in the semiconductor space. Anything they could do by developing discrete memory products would presumably bring $$$$ additional to that, so then we'd be looking at a company with multi-billion dollar annual revenues from royalties (and near ~100% margins). It would be interesting to have a ballpark estimate of revenues from discrete, but I'm not aware that any of the brokers have even attempted it. It looks to me that there's plenty of upside with WBT, even if more R&D is required down the track to sort out a suitable selector for discrete memory.
All IMHO, DYOR
WBT Price at posting:
$2.15 Sentiment: Buy Disclosure: Held
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