4DS - Anything but Charting, page-33240

There's a difference between having the mindset of doing something, and actually doing it.

You see, any company looking to do a multi-million dollar acquisitions are going to do their due diligence. They're going to research everything, not just in regards to the technology, but also the company and the people in the company. What that due diligence is going to tell them is that they can acquire this very cheap, because the board want out of the company and will accept a low-ball offer (assuming the technology meets their needs). The share holders will accept the recommended low ball offer because they don't want to be left holding the bag.

This is a key difference between silicon valley start-ups, and other acquisitions of operating companies is that they are under no pressure to accept a buyout. 4DS is. The runway between being acquired or doing another CR is running out over the next year or 2 and another CR without an actual business strategy will absolutely kill the share price. Those public comments hurt the companies cause - and this is the point I'm making.

There has been no renewal with imec announced thus far and if they can't sell in the next 12 months - whats the plan? whats the strategy? What is Plan B if the introductions don't conclude to anything of substance? I mean they could just be that confidence that it will, but if that was the case they would be investing in the company, not selling down as they have been doing.

I'd say the company valuation and risk is very inherit no matter what, with a "anything or bust" strategy that is currently employed. And maybe "anything" is the way to go to end this punt.