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4DS - 4DS Memory

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On December 14th, 2015, Fitzroy Resources Limited (FRY) changed its name and ASX code to 4DS Memory Limited (4DS).
 
4DS Memory is an interesting pure spec play which will probably either succeed or fail completely, so it's not an investment for the faint hearted.

The company is developing 4DS Interface Switching ReRAM, a Storage Class Memory solution. They have a strong patent portfolio with 19 granted patents wholly owned and developed in-house. A further four patents are pending. They have had a joint development agreement with Western Digital subsidiary HGST since 2014 and a strategic collaboration agreement with imec signed in November 2017.

There appears to be race to successfully develop Storage Class Memory due to the way that it will revolutionise digital storage. HP and SanDisk have partnered to develop the technology and Huawei are also working on it. No doubt there are many others. The question is, who will get there first?

4DS have about $4 million in cash to fund development, 957 million shares on issue and a market cap of around $55 million. Share price is currently 5.7c.

 
I'm no analyst but don't mind jumping on the odd spec stock if I like the story, management etc and think the timing may be right. Not always in them for the long haul either but I'd like to bump this one up and hear other peoples thoughts.

They appear to be cashed up and if successful with their upcoming September testing of 300mm wafers from IMEC would be way under valued. Highly competitive area but if they get it right there could be plenty of blue sky ahead.

PS: I've never posted about individual stocks on this forum but since the new stock picking comp says I have to then here it is.

Disclosure: I don't hold any of this stock yet. Just heard about them yesterday ... and in hindsight wish I'd grabbed some before today's price action.
 
TLS said:
They appear to be cashed up and if successful with their upcoming September testing of 300mm wafers from IMEC would be way under valued. Highly competitive area but if they get it right there could be plenty of blue sky ahead.
Click to expand...

Well, 4DS is up another 20% today to 8.5c, so it's looking good at the moment. Volume is up and demand is clearly outstripping supply. I have a feeling this is going to go higher in the short term.

 
Lots of accumulation going on with 4DS this week, especially on Monday and Tuesday which were both big volume days. The share price is holding up nicely and is up 13% so far today.

The company announced on 23 July that the process steps to produce 4DS Interface Switching cells on 300mm wafers are progressing as planned and that they expect to receive the first set of 300mm wafers from imec for testing in late September 2018.

4DS is definitely a high risk/high reward stock, but if they make Storage Class Memory happen, the rewards will be huge.

 
The Company were very nonchalant in their ASX Price and Volume query the other day … that could be seen as confidence given the current price action …. $0.10 is always a tough barrier so I'd be expecting a consolidation period in the short term …. worth watching.
 
Reactions: TLS
I had a good feeling about 4DS and it has well and truly broken out on high volume over the last couple of days. No news during August whatsoever but the price action is very clear and unambiguous. Lots of demand and not so much supply.

Storage Class Memory is a very big deal and if 4DS Memory get there first, the share price could go ballistic.

 
Comments for the September stock picking comp...

Nothing new to add ... same story as previously posted and September is now upon us for the IMEC results.
 
Has been consolidating since the break above 10 cents which was expected given the stellar rise.

The Chart still looks good particularly if the 10.5 area hold firm.
 
barney said:
Has been consolidating since the break above 10 cents which was expected given the stellar rise.

The Chart still looks good particularly if the 10.5 area hold firm.
Click to expand...

4DS back to 6c after there were issues with the first lot of 300mm wafers. Process modifications are
required to enhance the development of the second 300mm wafer lot. The planning and development strategy for this wafer lot will begin in the coming weeks and these wafers will be available for analysis
in Q1 2019.

Looks like those hoping for amazing things from the first lot of 300mm wafers have bailed out of 4DS. Nothing comes easy, especially something as complicated as Storage Class Memory.

 
Some sore wallets in that drop! Reminiscent of PEN when Fukashima hit …..

Looking for the lows to be retested then a lengthy tight ranging period of consolidation.
 
January Stock Tip..

Funds raised in November ($3.15M)
Speeding Ticket in December
January ??

Trending up and BO-HR end of December.

 
No announcements since 14 December but the 4DS share price continues to slowly creep up. It's up another 9.68% today to 6.8c.

As per the announcement released on 31 October 2018, the second lot of 300mm wafers are expected in Q1 2019.

That confidence is probably driving a lot of the positive sentiment at the moment, along with the fact that 4DS is "striving to achieve a production process that can be duplicated without fail by any high-volume high-density memory maker that uses the same production equipment."

I expect that we'll see further share price gains in the lead up to the release of the second batch of 300mm wafers.

 
February Stock Tip

No real reason for the pick, just noticed in January that it can run pretty quick, hence another speeding ticket for January. If only it can hold its gains until the end of the month.

HH is at 7.4c so the Break of that resistance line will be the key, then clear sky until 12c

 
Encouraging news for 4DS today and a nice share price increase too, up 40% to 6.3c. Over 50 million shares traded today.

 
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