Aug. 14 at 4:05 PM
$OUST
How I see it...
OUST has massive swings and they're scary but it's obviously on a solidly upward trajectory. So remain calm, based on the following numbers:
1) Number "
$A" = The most recently published 10k $$ numbers.
2) Number "
$B" = Institutionally high confidence SP number for the fully rolled out products/solutions that produced "
$A".
a) Blue City full expansion.
i) SW recurring revenue.
b) Gemini full expansion.
i) SW recurring revenue.
c) US + Allied DOD's usage.
d) Continued customer R&D to Production rollouts.
e) Continued uptake by new OEMs.
3) Number "
$C" = What is institutionally accepted $$ SP for DF solid state acceptance in the consumer auto industry.
4) Number "
$D" = Wildcard...
I feel "
$B" is the current number to monitor and the next 2 quarters should give us some guidance for placing a value on it. I will say, that IMO we are still far below it.
Lastly, the first announcement of a deal on the DF effort will double the SP within a year.