4DS 5.38% 8.8¢ 4ds memory limited

Ann: 4DS Technical Update, page-106

  1. 237 Posts.
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    Yes, there are always positives and they are always moving in the right direction, however this is the first time I have changed my sentiment from buy to hold. I'm not sure you were around in 2018 H8ty, but you should go and read all the announcements from that year.

    Communication has been 'the hard part with IMEC is at the beginning and mounting on MB platform is the "easy" (relatively) part' yet they been at the easy part longer than they spent at the hard part. MB chip goal in 2019 bled into 2020, which then bled into 2021 and now definitely going to bleed into 2022.

    The last push cap raise is now definitely going to be followed with another cap raise. Just a 12 month extension with IMEC is now 3 years of extensions and counting. Last AGM is going to be another year of insipid and hostile attitude from David. The directors are selling large parcels on market.

    Sure the cells keep getting faster and faster but we don't have a MB chip yet and I cannot simply ignore all my above points.
 
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