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4DS - 4DS Memory

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A big move yesterday (Wednesday) closing at .084 compared with previous day's close at .058 and with the second highest volume of any day in the past 5 years.

I hold.
 
The analysis of third iteration of 300mm wafers has now been completed and the company claims that it is the most significant lot to date, demonstrating the repeatability of the process.

The processing of the fourth iteration of wafers is to commence in the coming weeks. Lot 4 will comprise 2 sets of 23 wafers, which will be processed in parallel, and with the results of their analysis expected to be announced during Q3 of 2019 and is potentially the final iteration before integration with imec’s 1 megabit memory platform commences.

The company has filed ten additional patent applications to strengthen its intellectual property position.

Nice move up of 13.11% to 6.9c today following the announcement. 4DS is a news driven stock and continued good news will see its share price continue to head north. News flow in the coming quarter will be the grating of patents and updates concerning the results of Lot 4, so interesting times for the company.

Continuing to watch with interest.
 
The fourth iteration of 300mm wafers are looking good.
During August and September 2019, the Company received and analysed the two sets of twenty-three 300mm wafers (46 in total) in Lot 4. This analysis, and the accumulated knowledge from prior Lots, has:

− further enhanced the Company’s understanding of the process conditions required to produce 4DS’ memory on imec’s state-of-the-art production equipment, being the same equipment as used by high volume/high density manufacturers of memory;
− affirmed the impact of changes in process conditions on cell structure and desired memory characteristics for stand-alone Storage Class Memory, with meaningful improvements having been achieved with each subsequent Lot of 300mm wafers; and
− provided further evidence of the repeatability of the process for producing 4DS’ memory on state-of-the-art production equipment

Following the analysis of the results of Lot 4, 4DS and imec have agreed to advance to the next development stage, being the integration of 4DS’ memory technology with imec’s megabit platform. This platform is a proven CMOS megabit test vehicle fabricated on 300mm wafers on which the 4DS memory cells can be placed and function. It will enable 4DS to demonstrate the true potential of its Interface Switching ReRAM technology for Storage Class Memory. The integration will be undertaken in back-end-of-line (BEOL) processes, which is the latter stage of the chip manufacturing process.

4DS and imec have commenced planning for the initial phase of the integration of 4DS’ memory with imec’s megabit platform. The Company will produce its initial lot of 300mm wafers during Q4 of 2019. The integration includes continuous monitoring and analysis of speed, endurance, retention and yield (in that order of importance).
Click to expand...

It sounds like each lot of 300mm wafers are getting better and more reliable. 4DS has gapped up this morning, opening at 8.5c and hitting 12 month highs of 9.4c before slipping back to 8.4c. Huge volume of 30 million shares traded so far today, only an hour after the open.

big.chart-4DS.gif
 
Looks like 4DS is about to take another crack at 9c. This will be the fourth attempt since the beginning of 2019. Interestingly there's been no price sensitive news released for more than six weeks.

I took a look through the recent announcements to try and figure out what's causing this most recent share price spike. In early September there was another spike to 9c but the share price quickly retreated back to 6c where it traded in a channel between 6c and 7c until last week.

The Annual Report released on 31 August contained a section titled "Future Developments, Prospects and Business Strategies" that set out the company's short to medium term plans. I have reproduced it below.

4DS-Annual_Report.jpg


It looks like both sets of wafers discussed above are currently in production. Given that we are now almost a month into Q4 2020, it won't be long until the second non-platform wafers are available for analysis. Some pending good news regarding these wafers perhaps?

big.chart-4DS.gif
 
Another classic example of things getting away from me when I'm not holding.
It really is time to give the sporadic casual day job the full time flick...
This stock has been discussed behind the scenes a bit, how far will this thing go? My sketchy little piece of TA says we've a run on here, short term.
Screenshot_20201117-213729.png
 
greggles said:
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....
Click to expand...
too true. Since making it to the boards in 2015, there have been surges and retracements a-plenty

- for the quarter ended its Second Non-Platform Lot wafers had been successfully manufactured by imec.
- 4DS confirmed that its Second Platform Lot wafers will commence by mid-Q1 2021
- 4DS has sales incentives in place. The purpose of this is to incentivise the members to pursue potential takeover deals of the company or sale of the company’s intellectual property.
- 4DS now holds 29 USA patents pertaining to its memory technology.
- cash as at 31 December, stands at $6.5 million. This is a reduction from the $7.6 million from the end of the previous quarter.


weekly, last 5 years:
1611276060243.png
 
Announcements around there results for their new wafers out mid this month I believe, they could possibly be one of the first to market. Stock price has been super volatile so will be interesting to see what happens when they make the announcement around there research. Could lead to a possible acquisition?
 
BossMan. said:
Announcements around there results for their new wafers out mid this month I believe, they could possibly be one of the first to market. Stock price has been super volatile so will be interesting to see what happens when they make the announcement around there research. Could lead to a possible acquisition?
Click to expand...

Could the drop be primarily due to the day traders attracted to the high volatility around the announcement?

I saw nothing but good news from the announcement all though slightly slower then anticipated I feel like 4DS is putting them self in a better and better position to be acquired as they develop there technology. Seems like the test were fairly successful in my opinion, the fact that WD asked directly for detailed results is something new which could be another idea leading people to believe that an acquirement is close by?

Looking forward to hearing the thoughts of the people on this forum :)
 
I agree @BossMan. the results look a bit more credible now than just another technology stock trying to develop some new technology. The Western Digital (WD) interest is really instilling some confidence in the memory technology they are developing. WD being a technology giant in the US.

I think the small tech stocks just got hammered without any respect to any good news on a big down day on the asx !

1629174369768.png
 
aus_trader said:
I agree @BossMan. the results look a bit more credible now than just another technology stock trying to develop some new technology. The Western Digital (WD) interest is really instilling some confidence in the memory technology they are developing. WD being a technology giant in the US.

I think the small tech stocks just got hammered without any respect to any good news on a big down day on the asx !

View attachment 129154
Click to expand...

Shows 4DS as an extremely reliable company as well they made a promise around the results being out in mid august, and they stuck to there plan and there roadmap and they hit it right on target. In contrast to other businesses that often miss there targets on results and what not.

I believe we will see the price rebound tomorrow/over the course of this week don't imagine it would get hammered below 15 cents. Will definitely be interesting to see what western digital does over the next couple of weeks/months.
 
Something going on with 4DS at the moment. The company went into a Trading Halt on 8 October "to allow the company to provide a technical update." The announcement was to be released by the commencement of trading on 12 October. Instead, 4DS requested that it be suspended from trading until 18 October to allow more time for the company to provide the technical update to the market. Today it requested an extension for another week, until 25 October.

Whatever is going on here, the "technical update" is guaranteed to be critical information. For a company to need two weeks to put together a "technical update" is very unusual. Serious volatility is almost guaranteed when 4DS eventually starts trading again.
 
BossMan. said:
Could the drop be primarily due to the day traders attracted to the high volatility around the announcement?

I saw nothing but good news from the announcement all though slightly slower then anticipated I feel like 4DS is putting them self in a better and better position to be acquired as they develop there technology. Seems like the test were fairly successful in my opinion, the fact that WD asked directly for detailed results is something new which could be another idea leading people to believe that an acquirement is close by?

Looking forward to hearing the thoughts of the people on this forum :)
Click to expand...
Rinse and repeat.
Another year minimum to go on this little high risk play.
CR a certain but completion in August not so.
Still the tech is continuing to be progressively tuned with hurdles being met with solutions.
 
Yeah, I noticed 4DS when it appeared in my reversal scan (before the BO-NH >0.55).
You should have mentioned it in the chat group. I needed a nudge on this one as I didn't trade it. (my bad).

4ds.PNG

Perhaps I should have mentioned it.
 
peter2 said:
Yeah, I noticed 4DS when it appeared in my reversal scan (before the BO-NH >0.55).
You should have mentioned it in the chat group. I needed a nudge on this one as I didn't trade it. (my bad).

View attachment 134901
Perhaps I should have mentioned it.
Click to expand...

I was pretty close to participating in the SPP on this one, I second guessed my self and the technology. SPP ended up over subscribed, currently driving hype and price until an announcement early first quarter around the success or failure of the 'first loop' I believe its called. If successful, this could be what sends 4DS to new highs, if fails easily falls back to $0.05-0.06 imo.
 
4DS broke 0.10 today, expecting some people taking profit but looking like it may sail in to the mid teens, doesnt look like its slowing to me... all hype towards an announcement.
 
Short loop announcement to come first but even so the production of the chip will be under way regardless at the same time and results expected around August.
I didn't participate in the SPP but managed to grab some below the 4.8 price instead.
They didn't need my cash as they were already covered.
Skies the limit or the gutter the stop.
 

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