Ann: Results of Annual General Meeting, page-244

First 244 Last

Share
Profile

Follow
numantu

422 Posts.

356

02/12/23

23:29

Post #: 71239096
Share

Originally posted by numantu: ↑

I'm still scratching my head.

1) Dr Wilbert left because he didn't understand limits of the technology (ie replace vs augment DRAM). No explanation of why we cant replace DRAM.
2) Speed is only important so you don't create bottlenecks for DRAM. ie we don't need to be faster just not slower than DRAM
3) We don't talk energy savings because it all depends how the memory changes the entire system (ie reduce processing + storing) - this blows my mind.
4) Needs of AI (data never stored) is the problem to solve. This mentioned numerous times by Ting.
5) IMEC didn't say why the 4 companies that they will open door to following 20nm lot would want to talk to us..
6) Current announcements are as good as they can be due to restrictions of being on ASX & relationship with IMEC. (not recommended you hold your breath for changes anytime soon)
7) WD relationship doesn't cost anything but doesn't produce much. Not likely to acquire but they have ongoing rights..
8) Potential to have multiple configurations of the memory in one chip (how cool is that).
9) We dodged a bullet if IMEC didn't want to continue working with us (we a small fry). Would had to find a new home to continue development. We work with A crew at IMEC. IMEC doing us a favour by introducing capability to go to 20nm.
10) Commercialisation strategy is being informed by our largest shareholders - contacts, hiring Peter etc. (Any chance they could get on the board and make it official - would have thought it would make it easier to share information?)
11) No suggestion (no even the slightest) that a commercial transaction could happen before PL6.
12) Only one mention of drug trials. No mention of pasta sauce recipes.
13) Ting is being held hostage in Guido's house.

Would love to see a long interviewed by Ting with an industry expert. He definitely has the spark / positivity to get a message across.

For anyone with recording of meeting , I seem to remember the company constitution does not permit recordings of AGM. Not sure if that matters.

Enjoy the weekend.

Expand

14). Chinese took an interest in 4DS a number of years ago.

(sorry I forgot that one)

4DS Price at posting: 8.6¢ Sentiment: Buy Disclosure: Held
3 Upvote

0 Great analysis

Reply

Top Stories

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

ACW

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

RCE

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

LTM

Rio Tinto confirms it's lobbed a takeover offer at Arcadium Lithium

COD

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

There are more pages in this discussion • 153 more messages in this thread...

First 244 Last

Add 4DS (ASX) to my watchlist

(20min delay)
Last 7.9¢		Change 0.000(0.00%)		Mkt cap ! $139.3M

Open	High	Low	Value	Volume
0.0¢	0.0¢	0.0¢	$0	0

Buyers (Bids)

No.	Vol.	Price($)
1	4147	8.1¢

Sellers (Offers)

Price($)	Vol.	No.
8.0¢	4148	1

View Market Depth

No.	Vol.	Price($)
2	586329	0.079
3	202115	0.078
4	230936	0.077
3	20525	0.076
5	457904	0.075

Price($)	Vol.	No.
0.081	26666	1
0.082	27027	1
0.084	45000	1
0.085	18621	2
0.086	225000	2

Last trade - 09.14am 07/10/2024 (20 minute delay)

4DS (ASX) Chart

Day chart unavailable

Ann: Results of Annual General Meeting, page-244

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Rio Tinto confirms it's lobbed a takeover offer at Arcadium Lithium

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News

Ann: Results of Annual General Meeting, page-244

Top Stories

Week 40 Wrap: China's nonsensical stimmy hype wanes (shocking!); HotCopper's picks; oil & inflation

Actinogen Medical ramps up Alzheimer’s treatment trials, targeting fast-track global approvals

Recce eyes Indonesia for novel anti-infective as Indo-Aus ties grow stronger

Rio Tinto confirms it's lobbed a takeover offer at Arcadium Lithium

Coda Minerals (ASX:COD) enters rights issue to further exploration in South Australia

Featured News

Buyers (Bids)

Sellers (Offers)

Featured News