Running discussion on SP, page-12424

  1. 4,318 Posts.
    lightbulb Created with Sketch. 147

    No one’s pitching a Facebook outcome but when you’re building foundational IP in semis, scale happens differently. Licensing models don’t need volume manufacturing to create serious long-term value. Just look at ARM, CEVA, or even Imagination in their early days strategic adoption builds over time, and the leverage kicks in late.


    On valuation strategic buyers don’t value this off current revenue. They model out roadmap alignment, TAM access, switching costs, and what it means if a competitor locks it down first. At this stage, it’s less about what Weebit’s worth now —and more about what it would cost to not own it later.

 
Add to My Watchlist
What is My Watchlist?
A personalised tool to help users track selected stocks. Delivering real-time notifications on price updates, announcements, and performance stats on each to help make informed investment decisions.
(20min delay)
Last
$1.71
Change
0.020(1.19%)
Mkt cap ! $354.8M
Open High Low Value Volume
$1.70 $1.74 $1.68 $1.042M 610.7K

Buyers (Bids)

No. Vol. Price($)
1 1500 $1.70
 

Sellers (Offers)

Price($) Vol. No.
$1.72 1284 1
View Market Depth
Last trade - 16.10pm 27/06/2025 (20 minute delay) ?
WBT (ASX) Chart
arrow-down-2 Created with Sketch. arrow-down-2 Created with Sketch.