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16/10/23

23:23

Post #: 70376558
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Originally posted by jackfrost: ↑

Also thinking about david's appearances on a few 2nd rate stock market websites. Doesn't exactly scream out they are sought after for the story by any big masthead or organisation with clout. And David did trot out exactly the same general spiel on both interviews. Smacks of a bit of desperation and the lack of detail is a concern. Lots of big bold general grandiose statements and no detailed drilling down into the cold hard facts of why it is so good and how it will change the world specifically. I am now not as confident that we are at at the advanced stage we may have thought - again given the recent share price stall.

After listening to both interviews again, I agree with other posters that he doesn't manage to explain exactly HOW and WHY the 4DS chip will change the world. It all sounds very vague and general with no specifics. Reading between the lines and gut instinct upon listening to him I am less convinced he even knows the details of how the chip will be a game changer, and specifically how it will improve phones and data centres.

And the repeated reference to not sleeping at night?? I am not sure about that. Usually not sleeping at night correlates with anxiety and fear of failure. If you are sleeping soundly then all is generally well with the world.

I keep getting asked by people about this stock:

If it is that F***ing good then why is it still 13 cents???

The market always gives the true current value of a stock

Unfortunately I think we are still a fair way off a sale yet, and probably 1 or 2 more iterations away from being commercially saleable.

I wish it wasn't so and I know many of us have been getting our hopes up about this iteration being the final one and being ready for sale.

I fear we are nowhere near it

I hope I am wrong, but if announcement is that they are doing another platform lot the share price will tank back to 5-7 cents and groundhog day will again be upon us.

Not because the tech is no good, because it is, and it will eventually be ground breaking - but the sale may be 12-24 months away still, and the market is very impatient and hates to wait for the goose to lay the golden egg. They will move their funds elsewhere in the interim and send the share price falling, as we have seen several times in the last 10 years with the delays.

The more I assess the recent events the more I think we are going to get at least one more platform lot to demonstrate its tuneability - that word keeps getting mentioned. And then there is the old chestnut of retention. We obviously need clarity on that and so will potential suitors.

So my current synopsis of the situation is that I anticipate the news to come in the next few days that we need another platform lot, and it will be spun to the maximum positive, inferring we are closer than ever before to a sale, and that interested parties have specified custom metrics via IMEC that they want the chip to exhibit and that this is most likely the last platform lot before sale, if successful.

Which is not all that bad, but it will just mean that we are 12-24 months away from sale still - not 3-6 months, as many were hoping.

The continued reference to 2 years of funding that David continues to mention as a positive correlates with this timeframe.

If they were close to a sale and had interested parties now the 10 mill in the bank and 2 year runway it provides would be irrelevant. But it keeps getting mentioned and I think that is a clue to their situation. Reading between the lines on these facts may illuminate the truth, even though we may not want to hear it.

I just think we need to temper our short to mid term expectations with regard to the sale of the chip - we don't want the share price to get smashed back to 5 cents on news of another platform lot.

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4DS Price at posting: 12.5¢ Sentiment: None Disclosure: Held
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(20min delay)
Last 8.5¢		Change 0.004(4.94%)		Mkt cap ! $149.8M

Open	High	Low	Value	Volume
8.2¢	8.7¢	8.2¢	$157.2K	1.855M

Buyers (Bids)

No.	Vol.	Price($)
1	36224	8.5¢

Sellers (Offers)

Price($)	Vol.	No.
8.7¢	299995	1

View Market Depth

No.	Vol.	Price($)
1	36224	0.085
3	457135	0.083
8	616492	0.082
9	1129173	0.081
9	1138597	0.080

Price($)	Vol.	No.
0.087	299995	1
0.088	328658	3
0.089	241707	2
0.090	625677	4
0.091	156487	5

Last trade - 16.10pm 15/10/2024 (20 minute delay)

4DS (ASX) Chart

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