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Originally posted by Khoutam:
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Hi folks, happy for someone that is a scholar in the English language to review and re-word to strengthen the point1. Attention : Drs. Wilbert van den Hoek - You mentioned that "4DS Memory had made significant and industry recognisable progress", With that being said, how do you explain the recent price action sending the share price down the tubes?2. Attention : Drs. Wilbert van den Hoek - Have the results from the Second Platform Lot and Third Non-Platform made 4DS commercial ready?3. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - What was the outcome of the Western Digital initiated meeting with 4DS?4. Attention : Drs. Wilbert van den Hoek - Who is currently fulfilling the activities run by the former CTO and what are the reasons for Sheshubabu Desu leaving 4DS Memory after 9 years of service.5. Attention : Drs. Wilbert van den Hoek - Why have the following statement "As there is no established market for Storage Class Memory" when you have today Intel actively commercially marketing Intel Optane Memory as Storage Class Memory for Data Center Storage? 6. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - Do you know exactly what changes and process optimisations are required to achieve the technical outcomes in platform lot 3, and how confident are you that you will achieve these outcomes?7. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout – Can 4DS confirm that the Third Non-Platform Lot wafers to be the last of the non-platform wafers.8. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout – 4DS when compared with other technology stocks listed on the ASX have not promoted the benefits of its technology through industry media outlets. Why has 4DS taken this ultra-silent approach and how does this approach benefit shareholders?9. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout – From a shareholder’s perspective, 4DS continually present announcements on the ASX with little to no information which makes it impossible to determine what actual progress is being made. The ultra-vague Technical Announcements appear to be written to confuse shareholders. What will 4DS do to improve its communication to ensure that both market and shareholders are accurately informed?10. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout – 4DS mentioned with the second platform lot it demonstrated scalability of its memory cell to the smallest cell geometries on imec’s memory platform. Surely 4DS without breaching the NDA can advise the market that it has achieved <28nm, sub <14nm or <10nm. This piece of information is critical for shareholders and the wider market to understand the value of the technology at hand and do not understand why 4DS who champions being vague would not vaguely attribute figures without breaching the NDA. 11. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout – 4DS mentioned it has boosted read speed by an order of one magnitude. This sounds great when 4DS pre boost in read speed had already exceeded read speed for storage class memory requirements. However how can shareholder and the market value this statement without 4DS providing value’s attributed to Storage Class Memory read speed requirements? Again information can be provided without breaching the NDA.12. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout – Do 4DS care about the share price? If not, why and if yes what is 4DS actively doing today to restore market and shareholder confidence that it will deliver the breached 2021 commitment to deliver a commercial transaction and/or megabit chip?13. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout – What is Western Digital scope in the Joint Development Agreement and what material benefits does it provide 4DS and Shareholders?14. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - has Western Digital set conditional set of parameters to allow them to pursue a commercial transaction? if not, from 4DS perspective what is stopping Western Digital from making a commercial transaction with 4DS?15. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - 4DS mentioned that it continuous to improve its test capability. As a Shareholder I fail to understand why this is the case and why we are not leveraging Western Digital test capabilities to extract additional information from the Third Non Platform Lot on endurance of its memory cell.16. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - 4DS mentioned that it identified a potential modest degradation of endurance with the one order of magnitude boost in read speed. Company test capability has shown that endurance of these improved cells remain to be several orders of magnitude better than NAND, however 4DS appear to display that this is not good enough. As a shareholder I would like to understand why is not good enough and how many orders of magnitude does it need to be better then NAND to be acceptable?17. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - Can 4DS today challenge Intel Optane Technology and commercially market its technology with current metrics?18. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - Now that timeline have been pushed out, what assurances can 4DS give shareholders that we are actually ticking the boxes that lead to a commercial ready megabit chip? Development can continue forever but shareholders want a clear time frame as to when 4DS with accuracy expect to wrap this up.19. Attention : Drs. Wilbert van den Hoek / Dr Guido Arnout - Word on the street is that we are in for another Capital Raise. Will 4DS be seeking a premium value or a value that represent the sales pool bonus. If not how would you convince shareholders to see value in today development when 4DS itself does not.
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Hey @Khoutam , Well done. Point #19 maybe add something, in the case of a cap raise event .Do any of the BOD intend on taking part financially as a show of confidence that their current approach concerning next platform lot technology and time lines are going to be met and or successful. Thanks King, feel free to word smith that to your satisfaction. Just a suggestion. On another point what does the current top twenty look like now that a couple of LTH have left and others may have reduced holdings, have JD or any staff reduced their holding. Regards, Bite.
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