Watched whole thing, was pretty good...! Couldn't record as my sound playing up. I rang Bell Potter, they will post the link over the next few days after tweaking footage. Dave believes a re-rate into early teens in 6-8 weeks. Probably dependent on PL6 results. But he is flyimg to Silicon Vally early June to check in on analysis and meet with Infinion. Dave said they have been meeting with Infinion weekly to discuss design etc. He stated that Infinion is a great asset as they will assist the sale or could potentially be the end buyer. That they approached 4DS, they work with TSMC and that they are forward looking 5 years, they had been watching 4DS for many months before approaching them. Peter stated that 4DS is the only area based semi conductor in this space, ie no known competition to what 4DS are working on. 4DS scaled to 20nano will be the generational game changer! Pitt Street Research may post something over next few days also. Dave mentioned there will be alot more info coming from Infionion and 4DS over the coming months... Dave was great, he obviously believes in this company which shone through, he touched on increased share price and did his best to push the positivity, give him a break Chips haven't arrived from what they said, sounded iminent but a receipt was not yet mentioned. 10 days today/tomorrow, so who knows, hopefully landing now.
4DS Price at posting:
3.3¢ Sentiment: Hold Disclosure: Held
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(20min delay)