4DS Discussion

[Winenut]

Been on this platform for a while but haven't commented on 4DS

The interesting news today is the appointment of the new CEO

Is this further change to get the right people in place for commercialisation later in 2022?

It could be an indicator that we are still on track with the short loop and progress is continuing as planned

I will say all the combined actions of the company since late last year (personnel, purchasing testing equipment etc etc) seem to indicate a definite pathway to an end purpose

Well one would hope so

For me this continues to be an all or nothing investment and there's little one can do but sit back and wait for the official announcements and take it from there

If the tech eventually is proven and the megabit array functions ......well.......that will be very interesting indeed

Cheers
Nut

 

[SilentioAsx]

Been on this platform for a while but haven't commented on 4DS

The interesting news today is the appointment of the new CEO

Is this further change to get the right people in place for commercialisation later in 2022?

It could be an indicator that we are still on track with the short loop and progress is continuing as planned

I will say all the combined actions of the company since late last year (personnel, purchasing testing equipment etc etc) seem to indicate a definite pathway to an end purpose

Well one would hope so

For me this continues to be an all or nothing investment and there's little one can do but sit back and wait for the official announcements and take it from there

If the tech eventually is proven and the megabit array functions ......well.......that will be very interesting indeed

Cheers
Nut

This appointment is a clear indication that we are on still on the path to commercialisation.

The right man, for the right job, at the right time.

There is no point speculating on all the possible reasons why Guido is stepping down. His work is clearly almost done, however is still advising the board.

I think this is a very positive announcement. On the surface the company appears to be highly future orientated. A very good sign. I am surprised there wasn’t a more positive reaction in SP today.

 

[Xray1]

I think the engagement of a new CEO with a proven track record is a very important signal that things must be progressing well.

 

[Winenut]

There are a number on the sidelines who are starting to think there might just still be life left in this thing

Any official announcement inferring or even better confirming the fact they are still "on track" to deliver the working megabit array will set an absolute bonfire under the SP

 

[Xray1]

The increase in SP and daily volumes of late ... imo, implies that progress is being made with a touch of FOMO.

 

[Deena]

The increase in SP and daily volumes of late ... imo, implies that progress is being made with a touch of FOMO.

Hope you are right Xray. I'm hanging on tight to my substantial holding until we get an outcome. I'm hoping it will sooner rather than later, but these things have to run their course. Maybe the longer we wait, the better the results!

 

[BaumTime]

It's interesting we have a full compliment of outstanding directors at the top of the tree in the States and Belgium. I'll reserve my comments on those in WA though. On all accounts of probability given the activities of the last 6 months you would have to be confident of where we are headed.

 

[Deena]

First, tell us what is going to happen in Ukraine (escalation? Extent? Reaction?); when is the next announcement from 4DS, and what will it be; what is going to be the trend line for the market overall ... then maybe we could have a guess at an order of magnitude response. Oh ... and would need to know your individual circumstances.

Just have to give it your best guess based on DYOR and decide if you can afford to lose it if it goes the wrong way. For me I'm just holding my fairly considerable holding. Good luck in your decision.

It is good to see some very positive news resulting in a 44% jump in share price yesterday. What is happening in the near term with the bids and offers?

When you look at the numbers, at first glance there appears to be 30 million plus share in the buy bids versus only 11 million shares on the sell side. This sounds very positive, but al is not what it seems. For instance there is a buy order for almost 10 million shares at $0.001. 0.1 of a cent is hardly realistic. Then when you go to the coal face, that is close to the current effective price you will note that in the top six on both sides of the ledger there is about 1.5 million on the buy side vs. 6.5 million on the sell side. This all of a sudden paints a completely different picture.

That analysis complete, I still think that the future bodes well for 4DS and have no plans to sell down any of my 2 million share holding. My main concern is not so much on whether 4DS have a promising product, but how the potential competitors are shaping up. For instance now Weebit Nano is gearing up to start production and is powering ahead in further development. At this point I should declare that I do have a larger holding in WBT than 4DS. Theoretically these companies are aiming for slightly different markets, however it is increasingly looking like there will probably be some overlap.

Lets hope that there is room for both, and that all shareholders in both these important ReRAM shares benefit from our long term support of these developing technologies.

 

[Xray1]

It is good to see some very positive news resulting in a 44% jump in share price yesterday. What is happening in the near term with the bids and offers?

When you look at the numbers, at first glance there appears to be 30 million plus share in the buy bids versus only 11 million shares on the sell side. This sounds very positive, but al is not what it seems. For instance there is a buy order for almost 10 million shares at $0.001. 0.1 of a cent is hardly realistic. Then when you go to the coal face, that is close to the current effective price you will note that in the top six on both sides of the ledger there is about 1.5 million on the buy side vs. 6.5 million on the sell side. This all of a sudden paints a completely different picture.

That analysis complete, I still think that the future bodes well for 4DS and have no plans to sell down any of my 2 million share holding. My main concern is not so much on whether 4DS have a promising product, but how the potential competitors are shaping up. For instance now Weebit Nano is gearing up to start production and is powering ahead in further development. At this point I should declare that I do have a larger holding in WBT than 4DS. Theoretically these companies are aiming for slightly different markets, however it is increasingly looking like there will probably be some overlap.

Lets hope that there is room for both, and that all shareholders in both these important ReRAM shares benefit from our long term support of these developing technologies.

Very good post Deena .......... For now I am waiting for the revised metric test results to come out before increasing my s/holdings any further.

 

[Iseki]

It is good to see some very positive news resulting in a 44% jump in share price yesterday. What is happening in the near term with the bids and offers?

When you look at the numbers, at first glance there appears to be 30 million plus share in the buy bids versus only 11 million shares on the sell side. This sounds very positive, but al is not what it seems. For instance there is a buy order for almost 10 million shares at $0.001. 0.1 of a cent is hardly realistic. Then when you go to the coal face, that is close to the current effective price you will note that in the top six on both sides of the ledger there is about 1.5 million on the buy side vs. 6.5 million on the sell side. This all of a sudden paints a completely different picture.

That analysis complete, I still think that the future bodes well for 4DS and have no plans to sell down any of my 2 million share holding. My main concern is not so much on whether 4DS have a promising product, but how the potential competitors are shaping up. For instance now Weebit Nano is gearing up to start production and is powering ahead in further development. At this point I should declare that I do have a larger holding in WBT than 4DS. Theoretically these companies are aiming for slightly different markets, however it is increasingly looking like there will probably be some overlap.

Lets hope that there is room for both, and that all shareholders in both these important ReRAM shares benefit from our long term support of these developing technologies.

Another good day today. That bid of .1 cent was probs a mistake meant to be .1$
Any overlap with WBT should be sorted out in the patent office!

 

[Xray1]

Another good day today. That bid of .1 cent was probs a mistake meant to be .1$
Any overlap with WBT should be sorted out in the patent office!

Should get a Co update sometime today hopfully.

 

[Winenut]

I suspect 4DS is absolutely on track to deliver the 1MB chip and the working array in July

There has been nothing to suggest anything to the contrary since the issues late in 2021

The mask has been corrected everything is progressing

New stated of the art testing equipment invested in to ensure results are reliable for the market to digest

Ken Hurley is on board to sell the product

Heavy hitter in the industry and has all the big contacts from years in the game

Ken has not come out of retirement and onto the team to sell a lame duck

Organisational changes of personal indicate the boffin work is completed and the whole ship is on a totally different course

A few more months and the whole industry is going to be hit with an absolute sledgehammer to the head and be turned upside down

Can't wait...

 

[Winenut]

We are still in waiting mode until PL3 comes out of the oven in July

There appears to be a reasonable amount of demand for the stock with the price continuing to hold at close to 10c

No negative indications at this point intime (well no indications full stop I guess) so one would hope that 4DS are still on track to deliver the goods

If they do nail it this time I think there will be a very quick and significant re-rate for the SP

The technology could play a significant part in the future of storage/memory and the semiconductor market alone is worth in excess of US$100 Billion

GLTAH

 

[Winenut]

The share price action is getting hotter as we get closer to announcements

The conversion of options has been considerable which is a very postive indicator

Hopefully not long too go to get the announcemen on the 3rd platform lot

If it's positive this thing will re-rate quickly back to it's past highs

Further postive news beyond that into October and we could be looking at a game changer......which is what everyone who has invested was hoping for

GLTAH...bring it on

 

[Deena]

The share price action is getting hotter as we get closer to announcements

The conversion of options has been considerable which is a very postive indicator

Hopefully not long too go to get the announcemen on the 3rd platform lot

If it's positive this thing will re-rate quickly back to it's past highs

Further postive news beyond that into October and we could be looking at a game changer......which is what everyone who has invested was hoping for

GLTAH...bring it on

Yes Winenut. 4DS has risen 32.9% just in the 5 trading days since the start of the new financial year.

Perhaps this is an indication that someone knows something? Anyway, I am sitting tight and waiting with a very considerable share holding. It seems there is a favourable wind pushing this thing along in the right direction at the moment.

Very little official information has been released of late. Only what is absolutely necessary, and even then very sparse on detail. Hopefully the drought will be lifted with a significant positive announcement soon.

Cheers, Deena

 

[Winenut]

Yes Winenut. 4DS has risen 32.9% just in the 5 trading days since the start of the new financial year.

Perhaps this is an indication that someone knows something? Anyway, I am sitting tight and waiting with a very considerable share holding. It seems there is a favourable wind pushing this thing along in the right direction at the moment.

Very little official information has been released of late. Only what is absolutely necessary, and even then very sparse on detail. Hopefully the drought will be lifted with a significant positive announcement soon.

Cheers, Deena

The company advised the timing for the 3rd lot to come out of the fab was going to be July

Yes they've kept it quiet since then but I think that's just indicated the new mask resolved the issue and things are on track

Everything 4DS are doing lately indicates progress continues and the management changes look like they're positive about heading to market with a saleable product some time in the not too distant future

Fingers crossed!

 

[Winenut]

Seems like there is a bit of interest in 4DS again

Price and volume all increasing as we get closer to hopefully a good positive announcement

The company said they expected the 3 platform lot out of the fab in July

They've been bang on with all communications since the muck up in November 21

Hopefully they keep up their new standards in both the production process and the announcement to the market

Will this bad boy finally pay off?

GLTAH

 

[Deena]

Seems like there is a bit of interest in 4DS again

Price and volume all increasing as we get closer to hopefully a good positive announcement

The company said they expected the 3 platform lot out of the fab in July

They've been bang on with all communications since the muck up in November 21

Hopefully they keep up their new standards in both the production process and the announcement to the market

Will this bad boy finally pay off?

GLTAH

Yes Winenut, 4DS has been powering along lately so I hope this is an indication of some definitive and positive news on the 3rd platform lot.
I note that right now 4DS is up 57.14% this financial year. This is bad news for anyone who lost their nerve and bailed out too soon.
I'm still looking forward to the big pay day as I have plans for the cash. LOL
Patience and holding has served me well with most of my shares to this point.

 

[Deena]

This trading halt looks very encouraging. I'm expecting a significant re-rate may be in order if this announcement is as encouraging as I think it will be.

 

[Winenut]

This trading halt looks very encouraging. I'm expecting a significant re-rate may be in order if this announcement is as encouraging as I think it will be.

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!