4DS 4.55% 9.2¢ 4ds memory limited

The "If" is always granted in the infinity of time. The only...

  1. 503 Posts.
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    The "If" is always granted in the infinity of time. The only problem for investors is the "when".

    It was end of 2019, then at the beginning of 2020, and now in 2021, but it could extand with another iteration, to 2022, then 2023, then 2025.

    Agree, it will pay some day, but most probably when all retail shareholders had left the boat.
    Most proably, only the top 20 will see the end of this and only if they have access to some critical information.

    That's why we want to know.
    If we have a better inderstanding of what is going on, more details, we could stay for years.

    But what we know for sure is that none in the board, except DM, has put a single dollar of his own money in this venture.
    Of course they received shares in lieu of part of their salaries and fees.
    But when you determine your salary yourself it is easy to put it at a level where the part in shares doesn't cost you anything.
    Of course if there is no financial risk for them, there still is a reputationnal risk. So we are assured that they wont do stupid things.

    But we also know that the timeline they gave us was always wrong.
    They certainly may have some excuse for that.
    As you said, extended time lines are the rule rather than the exception in the semiconductor business.

    But you cannot have extended timelines, new iterations comming of nowhere, HGST input based on no contract.
    And absolutly no information about what problems they ran into, and what time they need to overcome this.

    In fact we dont have access to the real information.
    I mean an information that will allow us to make an educated decision about our investment.

    And if this information is not avaible to us, it is because of...The NDA.

    That's not good enough. Not for a public company.

    If they needed absolut secrecy, they should have decided to remain private.
    Thats what Crossbar did.


    4DS is possibly one a the most extraordinary corporate venture of our time.
    But this wonderful story attracted thousands retail investors - like myself - who started to understand only later that they may be in for years and years, and that whatever question they may have will only be met with deafning silence.

    Even if we think that people at the board are decent people - and I think so - it will be just too easy for them to forget about small shareholders living far away in another country.
    So we must keep asking questions and try every way and means to gather information.
    Because, obviously, none else will take care of our interests.




 
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