4DS 3.23% 9.0¢ 4ds memory limited

2023 CHART THREAD, page-807

  1. 792 Posts.
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    Kiiiinda misleading Imo

    1. they still havnt told us what they plan to do.
    • Sell it.

    2. they still havnt confirmed sale is what they plan
    • Yes they have, many times. They have not told us this has changed

    3. they're seting up a meeting to dilute shares by 25% - and people are magicly painting this as a positive despite no other information
    • Yeah dunno here. Agree that this needs justification

    4. our main potential aquirer is having financial problems.
    • Maybe, but this is an assumption IMO, when I hear 'household names' from DM as possible buyers I think of other entities.

    5. they wont provide any information about the retenion which is the fundamental attribute that makes this technology valuable.
    • I'm not sure I agree this is true. Its 'persistent and tuneable' which we're all sick of hearing I'm sure but I don't think they can like give a number without also giving like a whole plotted curve and whatever the other tuned specs are to get that curve which imo goes beyond the scope of an ASX announcement.
    • I'm also not sure that its true to say retention is *the* fundamental attribute that drives value. When there are lots of attributes to consider. If the thing the buyer cares about most is retention, they will just use Flash, no?
 
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