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5.41%

7.0¢ 4ds memory limited

the recent investor presentations failed to put fire in the SP,...

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darrenrr

1,729 Posts.

180

10/04/24

04:14

Post #: 73267180
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Originally posted by getmurt: ↑

@PsyaNite
Also agree that this is agreat post - thanks for taking the time to provide some context for calculating valuation. Based on this, a potential buy out figure of US$1 to 1.25 billion is in the ball park. I think DM is targeting US$1 billion plus. US$1.1 billion equates to a share price of circa $1. In my opinion (and only IMO) we should be trading around at least 20% of that potential buy out figure based on current development (i.e. 20 cents per share). I would hope success on PLT5 & 6 would see the SP trading at 50 to 60% (prior to offers). If someone wants to buy the IP, I think a price of $1 to $1.15 is achievable.

As others have pointed out, management need to be 'doing more' to communicate the value of the Company to Industry participants and Investors alike. The cone of silence has been lifted (somewhat) but they need to start learning how to piss in the long grass!

$1 per share would be a great result and constitutes a Disallowed based on current SP. Definitely worth a punt at these levels.

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the recent investor presentations failed to put fire in the SP, perhaps they should be aiming their presentations towards US investors !

4DS Price at posting: 10.0¢ Sentiment: Buy Disclosure: Held
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(20min delay)
Last 7.0¢		Change -0.004(5.41%)		Mkt cap ! $126.9M

Open	High	Low	Value	Volume
7.6¢	7.7¢	7.0¢	$235.1K	3.269M

Buyers (Bids)

No.	Vol.	Price($)
3	159999	7.1¢

Sellers (Offers)

Price($)	Vol.	No.
6.8¢	120000	2

View Market Depth

No.	Vol.	Price($)
1	20000	0.072
4	319785	0.071
11	546842	0.070
4	155000	0.069
4	265000	0.068

Price($)	Vol.	No.
0.073	111196	2
0.074	55549	1
0.075	51558	1
0.076	31454	2
0.077	282946	3

Last trade - 15.57pm 06/09/2024 (20 minute delay)

4DS (ASX) Chart