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on September 23, 2026, 16:05:50, in reply to "When Micron settles and SK signs I’m expecting $15"
After taxes/etc the SS deal generates $169M annually from royalties and product resale at modest margins. Just ignore the $200 lump sum and the other lump sums that are coming and just 3x the SS $169M for SK and Micron. $509M/385M shares outstanding = $1.32/share. Take that times the industry avg. of 32.2 PE Ratio and that is $42/share in the most conservative valuations that ignores the hundreds of millions in lump sum payments received and on the way.
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Sell half and hope for $40.
probably just another real jerk in life![]()
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