Ann: Capital Raising Update, page-487

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Jockthegreat

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23/12/24

12:11

Post #: 77162985
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Originally posted by mooselington: ↑

There are tiers within the pool that incentivise them maximising the the sale price. So he would absolutely be concerned about share price, just at the very end.

I guess one way you incentivise the focus on the interim share price is through options, where they can effectively convert and make money in the process (if the SP is above the option price)...

DM got 7mil options left, they're all low price. PH has none. So not heaps of interim incentive there I don't think.

unfortunately they're are no performance rights which can be linked to milestones.
Facts are anyone who bought shares after 7 October 2020 (when the sales bonus pool was announced) should have been aware of this as the primary incentive mechanism...

we're all just super toey when we see it fall, because it's taken so long to get to this final hurdle. We're all waiting, sphincters clenched, for the breakout. So it's totally understandable all this blowback.

Those of us with long memories may remember a lot of similar rhetoric in here after PL3 failure... Im trying to reconcile whether this is like the PL3 failure, except instead of an engineering problem to solve (which also needed more funding) this is just a funding problem to solve...

I'm once again thinking 5c is an insane buying opportunity, like when it dipped after PL3.

i see the largest uncertainty being if a group shareholders instigate some sort of ASIC or other process which the company has to spend time and money defending and impacts the reputation of a potential buyer immediately before a sale (remember they're going to have different motivations / points of view than ASX shareholders do today - so it's a different type of "reputation" that could be harmed).

one contrarian thought that came to mind (sharing to spark a discussion): could the Infineon agreement actually be a way to protect the eventual sale price? if used correctly can it be used as a defence mechanism against low ball offers after PL6???

say someone low balls on PL6 results, the board could either recommend "accept" or could recommend shareholders wait until the Infineon work is done because, once it's done, it will deliver significant value and will allow 4DS to go out to market and solicit more bids...

this could be why you rush the signature, try and lock in the funding and pop the annoucements out within two days (so you only have to use one Trading Halt and not scare the brown stuff out of everyone by having two trading halts then into suspension while you perfect the CR)

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Personally i hope ASIC do some digging. 4ds have delivered nothing for shareholders. Their intentional veils and opacity i think blurs the requirements set by the regulator. Everyone was somewhat ok with this, because we trusted that BOD were doing the right thing.

This just is the nail in the coffin and all trust is gone. ASIC asking DM some hard questions about material information being released etc I think would be a good thing for shareholders.

4DS Price at posting: 5.3¢ Sentiment: Hold Disclosure: Held
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(20min delay)
Last 2.6¢		Change -0.002(7.14%)		Mkt cap ! $53.58M

Open	High	Low	Value	Volume
2.7¢	2.7¢	2.6¢	$18.24K	698.6K

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16	1259378	2.6¢

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2.7¢	603125	4

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15	1255955	0.026
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9	3787824	0.023
9	5198634	0.022

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0.027	603125	4
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Ann: Capital Raising Update, page-487

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Ann: Capital Raising Update, page-487

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