4DS Discussion

Winenut said:

Bit hard to tell whether this will be good news or bad news

They said testing would take months .....what could they have found that is price sensitive and significant in a week??

I really don't know what to make of this at all

Hopeful for good news but I certainly wasn't expecting any technical updates this early in the supposedly extensive testing cycle

No point in speculating because I really don't have a clue

Just have to wait until Monday I guess

Fingers crossed!

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ASX:4DS - Quarterly Activity Report & Appendix 4C

Read and interact with this announcement: Quarterly Activity Report & Appendix 4C on 4DS Memory's investor hub

announcements.4dsmemory.com

Deena said:

Have you checked out the new 4DS Investor Hub? Not much to see there at the moment apart from being an easy way to check past announcements and presentations.
Having said that I was there just after the last announcement regarding the delivery of the 3rd Platform lot to California, and there is a question and answer section there. David McAuliffe answers a question in a video. Have a listen from the 2:25 minute mark. This gives me great hopes for this announcement and a significant re-rate as I believe David would have had access from some of the results from Imec which prompted his promising tone.

What do you think?

ASX:4DS - Quarterly Activity Report & Appendix 4C

Read and interact with this announcement: Quarterly Activity Report & Appendix 4C on 4DS Memory's investor hub

announcements.4dsmemory.com

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Winenut said:

Thanks for the video link

Much appreciated

For me the video doesn't provide much more than we already know

If the wafers are successful yes we would expect a significant re-rate...nothing new there

What I did get from the video between 1:20 and 1:40 was that once the wafers are received they will be able to provide a more "definitive" estimation of the time it will take to extensively test them.

Maybe this is what the current TH is about. After popping the wafers on for the initial testing they have ascertained a more concrete timeframe for the completion of the extensive testing?

Previous commentary indicated PL3 results and announcements some time in October.......Maybe it will be sooner? Or maybe it will be later based on what they've seen in the first week???

Still don't clearly know what the TH is about and really only speculating

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Deena said:

Hmm. Thinking that if it is just about a more concrete timeframe, then a TH is not warranted. I think this will be a more substantial announcement than that.
I am still hopeful that it will be really positive.

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Iseki said:

Looks messy. Like Stanford and imec not in the same conversation. Like that builder isn't talking to the architect and we've ended up with nothing.

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Xray1 said:

I can't work out what's going on and whether there is any possibility of this moving forward ... I suppose I have no real choice but to wait it out for a few weeks to see if the Co gives another Co update of what they are thinking of doing ??!!!!

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Deena said:

It would be nice if they had identified the problem and it appeared fixable in another platform lot, however the indications are that this could take quite some time to come up with a workable fix. I only wish that there was more information available by way of an explanation and if they can identify a suitable solution and time-frame.

Regardless, my reaction is to stow my shares in the bottom draw and wait for an outcome one way or the other. At least the Western Digital is still on board, so here's hoping for a positive outcome along the line.
Deena

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Winenut said:

I'm waiting for guidance from management as to what the root cause problem is, what is required to fix the issue(s), who will be involved, what the overall strategy is now to take this to a working megabit array (if that's even possible) and what is the proposed timeframe

If I get that sort of clarity from 4DS in the next announcement(s) I will then be in a position to decide whether to continue to hold or exit the investment and look elsewhere

I won't be exiting without any knowledge of what the situation is however my only concern is 4DS has NEVER been good at providing real clarity often hiding behind NDA's and general secrecy in relation to their IP and patents

Cheers
Nut

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Deena said:

Some sound logic Winenut. Unfortunately I'm a bit of a tragic and will hold my shares hoping for a positive outcome eventually. There is a lot at stake if they eventually come good.
Deena

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Winenut said:

The recent announcement provides a little optimism however my concern is they still do not definitively know the root cause of the last platform lot failure

The language in the announcement is the "most likely" cause of the issue was the etch process

That's a "most likely" not we know definitively

Also I am concerned how many changes they are making in the next platform lot process

If something goes wrong they still won't know the root cause AND they will have additional variables they will then need to consider

I would have preferred fix the etch and test (make sure that problem is 100% put to bed and resolved)

From there introduce the enhancements on a further platform lot in a proper iterative process

I am concerned they will shoot themselves in the foot again trying to take short cuts

Surely at this stage of the game a few more months (slow and steady) for certainty would be appropriate because if it doesn't work again this time we're looking at another year to sort the mess out ...assuming it will be possible

Patience required here.....lots and lots of patience

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Iseki said:

I agree with you completely. Taking a short cut hasn't worked.
It would be good to know what the other parties think (imec, stanford) Do they agree with this solution?
Why didn't they flag something before?

To be brutally honest we must only pay for future etches etc with shares. Not cash.

I've use the boost to sell half down.

I'm worried about in-house testing. Has the new equipment been used on the earlier versions of what we've got back?
Too many variables seem to be changing to test things. Should we really add in the stanford changes? Or can they only help? Does imec agree?

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Deena said:

Hopefully, with some good results, getting closer to the end game of selling the company to a willing buyer. The question is though. Is Weebit Nano stealing all the thunder?

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Deena said:

That's a good move up today of 14.7% after the announcement of their 34th patent. It must be getting closer to the production of their next platform lot.

Once again we have a string of good gains. Does someone know something about the 4th platform lot do you think, or is it just that a result is getting closer?
Deena

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