Consensus community valuation
$0.200
Average Intrinsic Value
18.6%
Undervalued by
Active Member Straws
#ASX Announcements
Added 5 months ago

4DS has been awarded 3 more patents and now have 26 in total.

https://www.asx.com.au/asx/statistics/displayAnnouncement.do?display=pdf&idsId=02262730

I hold 4DS

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#ASX Announcements
Added 2 months ago

4DS GRANTED 28th USA PATENT

4DS Memory Limited (ASX:4DS) (4DS) (the Company), having been advised by the Company’s USA patent attorney, is pleased to announce the granting of an additional USA patent bringing the Company’s portfolio of granted USA patents to twenty eight (28).

Details of the USA patent grant are as follows:

Resistive Memory Device Having A Template Layer - Patent No. 10,847,717.

Importantly all granted patents and applications are 100% owned by 4DS having been developed in-house and are free from any royalty and or licensing obligations.

The Company has filed an additional four (4) USA patent applications to protect its stream of internal innovations and to strengthen its intellectual property portfolio in the area of Interface Switching ReRAM for Storage Class Memory near to DRAM.

Chief Executive Officer and Managing Director Dr Guido Arnout stated “4DS, with 28 granted patents, has ring fenced its Interface Switching ReRAM technology with an extremely broad and defendable intellectual property position. We continue to file new patents around internal innovations and the speed for which some patents are going to grant via a fast track approval process is testament to the uniqueness of 4DS’ technology in the ReRAM field. A portfolio of granted patents is strategically significant as we move into 2021.”

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#ASX Announcements
Last edited 4 months ago

4DS gets a speeding ticket today

At time of writing 4DS is up 60% today and was asked to explain the price increase and huge increase in volume. The indicate that there is no news relating to the increases

Another company working in the same area (RERAM) is WBT, which had a similar please explain in late August.  Their share price has more than tripled from before the rise. 

second link wouldn't paste

https://www.asx.com.au/asxpdf/20200825/pdf/44lwb17dml6k89.pdf

I hold 4DS

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#ASX Announcements
Added 5 months ago

Company Upate

https://www.asx.com.au/asxpdf/20200810/pdf/44lbtj4knmw0pv.pdf

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I read this as generally being a positive update on progress and plans over the next 6-12 months.  The only negative thing I could see was that they did not report on the 'retention' results, which remain confidential. There was also mention of a potential corporate transaction in 2021.  I believe that M & A has been mentioned in previous presentations as a possible outcome.

However, the market has not responded positively, with the share price down 11.5% at time of writing.  In saying there have only been 138 trades so far today. Looking at the chart the share price does tend to spike and drop by ~10% at times.

I hold 4DS.

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#ASX Announcements
Added 5 months ago

Company Update

Key Points

  • Meetings with 4DS, imec and HGST have set the development plan for the next six months
  • Development plan potentially delivers a megabit chip and/or a corporate transaction in 2021
  • Following the successful $7.6 million Placement and SPP, the Company is fully funded to implement its strategy

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#ASX Announcements
Added 5 months ago

4DS Granted 24th, 25th and 26th USA Patents

https://www.asx.com.au/asx/share-price-research/company/4DS

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I hold 4DS

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#ASX Announcements
Added 5 months ago

Quarterly Activity Report & Appendix 4C

https://www.asx.com.au/asxpdf/20200731/pdf/44l1kd5dpwy0vv.pdf

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I hold 4DS

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