4DS

5.63%

7.5¢ 4ds memory limited

Ann: Results of Annual General Meeting, page-227

First 227 Last

Share
Profile

Follow
Khoutam

2,464 Posts.

3436

02/12/23

14:49

Post #: 71235111
Share

Originally posted by o2kmac: ↑

Valuation wise, I have my own thoughts. As a straight out comparison, yeah we probably should drift towards WBT over the next 12 months, that is the natural comparison. If we can solve the power and compute problem in generative AI then the number could be way higher. A lot of IFs but we could potentially make a no 2 or 3 in the AI chip space the no 1 for bang for buck. Not only are we saving power per motherboard but also in rack space as we don't require as many cpus per rack (this is very cursory proposition). One thing is clear, tech companies can be at the top of their game for a long time then a new tech comes along and leap frogs them. 20 years to the top, 2 years to the bottom. At some future point I can see one of the big guys will have no choice but to look at us or similar. For reference NVIDIA is at 1.16 Trillion and is in the same town as 4DS, the scale of the big guys is insane. My exit is when 4ds sells up shop.

Expand

What gets me excited is at 60nm Speed and Endurance totally exceeded my expectations. What 20nm brings is just going to be mind blowing and also exceed our expectations on the exit value of 4DS Memory.

2024 is going to be next level.

Last edited by Khoutam: 02/12/23

4DS Price at posting: 8.6¢ Sentiment: Buy Disclosure: Held
31 Upvote

2 Great analysis

Reply

Top Stories

MKG

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

MLS

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

MM8

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

NAM

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

ENV

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

AZY

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

VUL

Vulcan appoints investment bank and M&A veteran to board

ASN

Utah authorities sign off on Anson's lithium extraction plans at Green River

There are more pages in this discussion • 170 more messages in this thread...

First 227 Last

Add 4DS (ASX) to my watchlist

(20min delay)
Last 7.5¢		Change 0.004(5.63%)		Mkt cap ! $132.2M

Open	High	Low	Value	Volume
7.4¢	7.5¢	7.1¢	$57.97K	790.2K

Buyers (Bids)

No.	Vol.	Price($)
4	346111	7.2¢

Sellers (Offers)

Price($)	Vol.	No.
7.5¢	248999	1

View Market Depth

No.	Vol.	Price($)
2	73000	0.072
1	14084	0.071
4	244441	0.070
4	523903	0.069
8	841250	0.068

Price($)	Vol.	No.
0.075	248999	1
0.076	116553	2
0.077	92948	2
0.078	12000	1
0.079	111279	2

Last trade - 16.10pm 13/09/2024 (20 minute delay)

4DS (ASX) Chart

Ann: Results of Annual General Meeting, page-227

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Vulcan appoints investment bank and M&A veteran to board

Utah authorities sign off on Anson's lithium extraction plans at Green River

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Results of Annual General Meeting, page-227

Top Stories

Mako sniffs gold at 170 g/t at Cote d’Ivoire's Napié play

Metals Australia kicking off plant study at Lac Carheil; Canadian tariff tailwind potential

Medallion Metals kicking off 15,000m drill run at Ravensthorpe gold play

Dale Gillham's weekly wrap: US fracking support boosts outlook for Australian gas stocks

Week 37 Wrap: HotCopper likes Cuban oil; markets shrug debate off for Putin; firebrand quant says social media a market threat

Olam Agri raises Namoi takeover offer to 75 cents a share and receives shareholder backing

Enova Mining unveils "high-grade" REE drill hits at Coda North, Brazil

Antipa divests its Citadel interest to JV partner Rio for A$17M, refocuses on Minyari Dome

Vulcan appoints investment bank and M&A veteran to board

Utah authorities sign off on Anson's lithium extraction plans at Green River

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News