4DS

1.28%

7.7¢ 4ds memory limited

Ann: Trading Halt, page-228

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Nutsy

2,681 Posts.

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11/10/21

17:17

Post #: 56716807
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Originally posted by theawkkwa: ↑

Yep, sure. And to think we used to swap notes. Actually, this would likely lead to a conversation that would exist outside of this forum and I don't want to clog it up necessarily but here goes.

I am well aware of the strength of their partnerships etc... I held a significant (for me) long position for a couple of years and traded it successfully too. From memory, you've piled in heavily and with leverage on this play and I don't discount its potential upside for a minute. I was curious about the degree to which you might have sifted through and moved other assets out of 4DS way in the selection process and I remember your strong interest in global macro and markets broadly, so this had to be very calculated for you no doubt.

Anyway, for what it's worth, I wasn't attacking you or the stock/company. Currently, I am rebalancing and I am/was a 4DS believer (to an extent) and may well reinvest. And since I have poked my head back in here, my memory tells me that you could possibly play a part in helping me understand why I should. Just interested firstly in the broader picture of what makes 4DS such a high-value call with big outlays (like yours) and relative to other opportunities. For example, I'd be hundreds of 000's down if I had not flipped my 4DS money out when I did. Perhaps the crux of the question is what is the axis of possible returns (2x, 5x, 10x or above?) and where are we in the cycle?... are we really as close as we think or do we still yet have another two years of bated breath waiting. I took my capital elsewhere (two years ago) because it was unproductive and my calculation told me the opportunity cost in 2019 was too great.

BTW not just a question for you. Happy to hear from anyone as long as it's aggressive or snarky.

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I actually don't think it exists.
It's just to small.

4DS Price at posting: 13.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 7.7¢		Change -0.001(1.28%)		Mkt cap ! $135.7M

Open	High	Low	Value	Volume
7.8¢	7.8¢	7.5¢	$465.1K	6.134M

Buyers (Bids)

No.	Vol.	Price($)
4	30537	7.7¢

Sellers (Offers)

Price($)	Vol.	No.
7.9¢	50000	1

View Market Depth

No.	Vol.	Price($)
4	30537	0.077
3	376334	0.076
5	602262	0.075
4	620257	0.074
6	631684	0.073

Price($)	Vol.	No.
0.079	50000	1
0.080	51700	2
0.081	103000	1
0.082	305980	3
0.083	338406	3

Last trade - 16.10pm 02/08/2024 (20 minute delay)

4DS (ASX) Chart

Ann: Trading Halt, page-228

Westgold sets its sights on top five producer status through merger with Karora

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Venture to sniff out high-grade REE targets at Jupiter project, WA

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Is oil undervalued?

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Trading Halt, page-228

Top Stories

Westgold sets its sights on top five producer status through merger with Karora

Collaboration in a green (steel) future the focus for Magnum and Saudi partners

Venture to sniff out high-grade REE targets at Jupiter project, WA

Uranium prices on the NYMEX are stable, but ASX uranium stocks are sinking on Friday. The answer lies in Kazakhstan

Is oil undervalued?

Vmoto sales plummet -50% YoY as weak demand in Europe & China stifles EV scooter sales growth

Cost blow-out for Rook I uranium project sees share plummet for NexGen

GreenX picks up prospective copper project in Germany

Commodity house Trafigura funds Develop Global's copper-zinc Woodlawn play with offtake deal in place

Week 31 Wrap: JORC rules to get tougher; RBA rate hike chance 50/50; US Fed Sept cut still the quo

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News