Everspin Technologies, Inc. (MRAM) Social Stream

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$MRAM Doubtful this stock goes beyond $7 in 2021, but consider the implications of Billerbeck getting overall blended growth from SST at just 15 percent. That is highly doable if get but a small portion of NOR market where it’s RAD hard and robustness matter. With contribution margins of net 40 percent only we get to $1 EPS in 5 years. A buyout by a big dog that could open new markets would fetch $30 to $45. Billerbeck did this at low density with Lattice. The man is too good for this company but if he wants to treat this as his post retirement hobby then that is great by me. I’m about 75 percent confident that he can at least get the 15 percent growth going. There’s a shot he could pull off 150m but I consider that remote until I see meaningful low densities traction which won’t start till late 22 at earliest. Maybe a 10 percent to 20 percent shot at sharp ramp…maybe.