I don't think we've seem a potential royalties post here for Atomera.
Atomera just recently signed a JDA which is likely to have up to 3 Nodes since its a very big customer.
Each wafer made with MST gives ATOM US$66/wafer, a Large node general does 80k wafers/month, giving us potentially US$63M/Year
Now extrapolate that to 3 Nodes and then the likelihood of potential 2-3 further JDA's this year and the 15 customers in Phase 3.
The PE for semi's on the Nasdaq is 25. So on this single node will give ATOM a possible US$1.5B market cap. Which gives KTE holdings worth AU$47Mill.
You can start to understand the significance of the JDA and the potential market cap ATOM could be in 1-2 years. Any hint of an another imminent JDA will further validate ATOM and result in a sharp rise in its share price. We are lucky here in oz with KTE having a nice discount to our holdings in ATOM, which allows for a nice buffer. DYOR
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