Just a few snippets from the meeting. 4ds will be going to western digital and we willl know in 4 weeks time the state of affairs in respect to our relationship. I was sitting at the front and I don’t think thiss was said into the microphone. David referenced the share price of BRN and stated that we should have a market cap much higher than it is by way of comparison. Peter and Ting have had a long term friendship. Ting and ping was David’s remark. Later I will discuss my sons question to a section of the presentation in respect to a graph and where60nm and 20nm would sit to which Peter replied he would have to go back and look at the figures again. Ting reiterated his confidence in achieving his objectives. Financial guidance for 2024 is unchanged. Cash in after that may well be a different story. Overall I left the meeting quite positive. I apologise in advance for any miscommunication but that is how I saw it.
4DS Price at posting:
12.0¢ Sentiment: Buy Disclosure: Held
