I'm not really sure how the pricing will play out @Revro , the next set of results may be good enough to generate real excitement in December ... or March, or who knows what other news event. A single acknowledgement of a new system architecture including SCM would probably be enough to send this skywards.
One thing to note is that Howard and David made VERY clear is that they are NOT giving away the test results, the metrics are being kept secret as they consider them a very important strategic asset. Methinks the concern on here surrounding them was grasping at straws - there has never been any indication that the results were anything but what they hoped for.
The gnocchi analogy was that you need to have a full recipe that is repeatable in bulk in a commercial kitchen to sell it to Woolworths - they are doing nothing different here. Every iteration improves the recipe, makes it more repeatable and therefore more saleable.
David was looking quite irritable about his pending divorce this morning. He commented on it, and the fact that he was not amused. He went to great lengths this morning to justify his share sale, including all the unpaid work he has done over the last 5 years.
4DS Price at posting:
11.8¢ Sentiment: Buy Disclosure: Held
