WBT 0.99% $2.05 weebit nano ltd

Weebit - 2023 and beyond, page-230

  1. 1,417 Posts.
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    https://hotcopper.com.au/data/attachments/4974/4974445-f0a7d3b2dac91da5af47f5eec411edff.jpg
    This is the slide in the Gilder report. It only references revenue.
    I think the point I am trying to get accross is putting a number on is now what everyone will be doing but as @Deckchair66 rightly says Tesla got to nearly 1000PE ratio as investors clearly saw the disruption yrs before the expert analysts who still think the " competition is coming".
    Markets always overshoot like the 1000PE for Tesla way to early just as the approx 30PE for tesla atm is a massive oversell.
    What I am certain of is ReRam's ability to totally disrupt the memory market which means it should create a new paradigm and market that is orders of magnitude bigger than today just a Tesla has done and will I believe become the biggest company in the world this decade.
    Understanding disruption and its ability to drive exponential growth is what fires up the fertile imagination of investors who get that and that in turn gives valuations as seen in BRN and NVX that may be achievable long term reached in just a few months that had no bearing on reality.
    By highlighting this WBT may be able to keep it real and sustainably increase MCap without suffering both BRN and NVX's fate of total price collapse to pre rally levels.
    Last edited by Surfguy: 17/01/23
 
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