Maverick, things can turn around quicker sometimes than you can...

  1. 745 Posts.
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    Maverick, things can turn around quicker sometimes than you can say " Jack Robinson".

    I have to say many years ago. 94/95. Christmas in Taiwan.
    I and a few other people rolled into some guys house (ten story building) in downtown Taipei. I think he was the guy who owned one of those big two foundries in Taiwan. I really never went into details with him. He was a nice guy. I just took him at that.
    Anyway as the days went on. He told of a story where one of his biggest assets was loosing money hand over fist. It was so bad he wanted to just close it down.
    He consulted, let's call it a "social adviser". They told him that he can close it down but he would put over 300 workers out of work and put a lot of strain on their families.
    The "social adviser" told him if all his other businesses were fine and he could afford to keep the business going he would be best to just keep it going.
    So he thought about it and on this advice he just kept the business going.
    Two years later it was the most profitable business in his empire.
    I asked what changed.
    He just shrugged his shoulders and said nothing was done differently. Just all of a sudden the business turned the corner.
    He was a titan of business in the eyes of asian people.
    For him to shrug his shoulders and say he really didn't know why things changed made me think wow everyone else thinks this guy is one of the best business men in Asia and yet he really didn't know what turned the company around. (or so he said)
    In the end he believed it was because he did the right thing by the workers and their families.
    Hard to believe but it's a true story.

    I know this is a different kettle of fish but the way I see it is that 4DS are going in the right direction.
    4DS may just be one more step away from getting the results that may make you wish you held on.

    But maybe not.
    I don't know.
    From the last AGM I read between the lines and came to the conclusion that they needed something more to get the best out of the tech.
    I am not sure anyone else came to the same conclusion. I am sure some other people did think the same but maybe hoped this is not the case.
    This is quite obviously where Infineon steps in.
    Now what 4DS's little bit of tech can do coupled with Infineon's, I really have no idea. However I get the idea that if it works the way they think it might.....then this might be the moment the spot light moves onto 4DS.
    I can only hope just like you.
    I don't like to see the SP fall more than half from where it was.
    At eight cents I still thought the company was undervalued.
    As to the games that have gone on behind the scenes I am none the wiser.
    I just know the company is now valued at 120million less and seems to be one step closer.

    I am just going to sit tight and see where this all goes.

    Just my opinion. Nothing more.

    And it just goes to show that even a titan of business, too, can shrug their shoulders and can't put an exact finger on what turned things around.

    AW







 
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