Atomera (ATOM): Facts, Figures and 2021 Catalysts as of 6/12/21

Updated 6/12/2021

Craig Hallum Initiates Coverage 6/9 – Moonshot Potential $150

Follow me on Twitter @microcapreturns

Short term target $35
  • Atomera (ATOM)
  • 23m shares outstanding
  • $36.7m in cash, 3 years
  • $14m/year burn rate
  • 370 fabs and approx. 500 nodes potential
  • Est. $255m/year royalties per node IDM Piece Part
  • Est. $64m/year royalties per node Wafers
  • 3.47m shares shorted (5/28)
  • 14.87m(65%) held by Institutions/Insiders

Atomera is engaged in the business of developing, commercializing and licensing proprietary materials, processes and technologies for the $450+ billion semiconductor industry that is growing to $750b by 2027. By incorporating MST, transistors can be smaller, with increased speed, reliability and energy efficiency. In legacy nodes, by adopting MST, performance can be increased and die shrunk so capacity can increase over 30% and help solve the current industry shortage issues along with reducing power and water usage that improves the industries carbon footprint. Recent data demonstrated the applicability of MST to leading edge 3nm fabs meaning MST can be adopted across the entire $750b TAM. We believe that MST can be widely incorporated into the most common types of semiconductor products, including analog, logic, optical and memory integrated circuits.

MST can supply a 30% performance improvement with allows a 20% die shrink that leads to a 34% capacity improvement
  • Atomera shares outstanding 23m
  • Insiders 2.53m or 11%
  • Institutions holdings from 13f filings 12.34m or 54%
  • 14.87m(65%) shares held by Institutions and Insiders
  • Float 8m shares before retail estimate
  • Estimate retail holdings 6-7m(guess)
  • Estimated Float less than 2m after retail estimate
  • Shares Short 3.47m(5/28) Record Level
  • Cash $36.7m burn rate $3.5m/qrt approx as of 3/31
  • 276 patents with 26 patents issued in 2020 and 4 so far 2021
  • 86 patents pending
Vast majority of adopters will be high royalty piece parts(IDM)
80 patents pending

Any due diligence from this site is for entertainment only and not a solicitation to buy or sell Atomera stock. Any estimates are just examples of what is possible and should not be considered financial advise. I have not been compensated in any way and will never be compensated for my reports.

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