@mjshackl the SP back in March was still bouncing around in the...

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04/11/21

15:27

Post #: 57319086
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Originally posted by mjshackl: ↑

I look at where we were in March bouncing around in the high teens to where we are today and so much progress has been made:

- They can scale to small geometries in the latest fabrication equipment (last non platform lot)
- They can produce and switch cells in an array
- Speeds and retention are outperforming DRAM and endurance is outperforming FLASH

- They couldn't integrate the array with transistors, but they have determined they need an additional process step/layer to make this possible - solving the problems.

-IMEC want to stay exposed to the upside with a back end percentage on 4DS royalties.

The program is delayed but they can work through the issues. Nothing suggests to me this is for the bin.

If the market was happy to value the company at 100% more with less progress in March, then this is undervalued.

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@mjshackl the SP back in March was still bouncing around in the high teens due to residual hot air from the Sep'20 - Jan'21 Reddit pump. The Market has reassessed & is now saying 4DS was way overvalued in March.

Considering the implications of today's announcement....

No fully functioning Mb chip in 2021
No commercial transaction in 2021

Unfortunately, the Market has also decided that 4DS was still way overvalued in Oct'21.

@Creaturemagic's post from Aug'21 is a good read....https://hotcopper.com.au/threads/ann-4ds-technical-update.6223448/?post_id=55367031
4DS Price at posting: 6.2¢ Sentiment: None Disclosure: Held
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@mjshackl the SP back in March was still bouncing around in the...

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