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Saturday, 05/18/2024 7:34:03 PM

Saturday, May 18, 2024 7:34:03 PM

Post# of 25089
NLST Per last years settled lawsuit with Samsung, 7.3 million in Samsung HBM products were sold netting Netlist 122,000,000.00 in damages.
That is $16.71 per unit. Chuck said on the conference call last year that HBM is in the top of the first inning (baseball analogy for being really really early) of the HBM product life cycle.
He also said on the conference call that the settlement numbers would be representative of future licensing going forward.
Paintains its market share in this industry, that will mean they will sell 53,582,000 units in 2029. Multiply that by $16.71 per unit, it will net (pun intended) Netlist in 2029 a staggering $895,355,220 just from Samsung.
Samsung is estimated to have a 40% share of this market.
If Netlist can get (being conservative) just 80% of the market (currently they are the only game in town and having a relationship already with SK Hynix which is the biggest player in HBM) then we could be looking at Yearly revenue for Netlist of $1,790,710,440 for just this one product type.
With 235M shares available that is a $7.6 Gross earnings per share for just HBM. Estimating a 30 PE (industry average) and minimal overhead, we are looking at $228/share if they only sold this one item.

All this for $1.62 a share?!!! This is a great time to be a NLST investor.

i like the way this guy thinks lol !!! https://stocktwits.com/NLSTstonk/message/573476182
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