4DS 14.3% 8.8¢ 4ds memory limited

Ann: Company update and 2024 imec contract extension, page-68

  1. 212 Posts.
    lightbulb Created with Sketch. 49
    The roadmap is clear, 60nm then 20nm, all LTH would have been aware this was a very likely outcome.

    Industry needs the characteristics 4DS has developed, once this has sunken in to major players the share price will
    either massively re-rate or we'll be sold prior.

    After 7 years of accumulation, I'm not going anywhere.

    As Charlie Munger said,

    “There are huge advantages for an individual to get into a position where you make a few great investments and just sit on your ass: You are paying less to brokers. You are listening to less nonsense. And if it works, the governmental tax system gives you an extra 1, 2 or 3 percentage points per annum compounded.”

    As Always GLTAH.
 
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