4DS Memory（4DS）株式概要半導体技術企業である4DSメモリー社は、オーストラリアで不揮発性メモリー技術サービスを提供している。 詳細4DS ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績0/6財務の健全性6/6配当金0/6リスク分析過去5年間で収益は年間4.6%減少しました。 収益が 100 万ドル未満 ( A$138K )意味のある時価総額がありません ( A$23M )すべてのリスクチェックを見る4DS Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueAU$Current PriceAU$0.01136.6k% 割高 内在価値ディスカウントEst. Revenue$PastFuture-11m201k2016201920222025202620282031Revenue AU$12.1kEarnings AU$1.9kAdvancedSet Fair ValueView all narratives4DS Memory Limited 競合他社Archer MaterialsSymbol: ASX:AXEMarket cap: AU$81.6mWeebit NanoSymbol: ASX:WBTMarket cap: AU$1.7bBluGlassSymbol: ASX:BLGMarket cap: AU$42.3mSemiLEDsSymbol: NasdaqCM:LEDSMarket cap: US$19.8m価格と性能株価の高値、安値、推移の概要4DS Memory過去の株価現在の株価AU$0.01152週高値AU$0.07552週安値AU$0.008ベータ0.251ヶ月の変化0%3ヶ月変化-12.00%1年変化-82.81%3年間の変化-62.07%5年間の変化-93.33%IPOからの変化-66.67%最新ニュースBoard Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 024DS Memory Limited, Annual General Meeting, Nov 20, 20254DS Memory Limited, Annual General Meeting, Nov 20, 2025. Location: conference room, quest kings park, 54 kings park road, west perth wa AustraliaNew Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 4.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 4.2% per year over the past 5 years. Revenue is less than US$1m (AU$305k revenue, or US$200k). Minor Risks Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (AU$57.7m market cap, or US$37.8m).Board Change • Aug 18Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Feb 04Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 17+ 1 more update4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million.4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 166,666,666 Price\Range: AUD 0.036 Discount Per Security: AUD 0.00216 Security Features: Attached Options Transaction Features: Subsequent Direct Listing最新情報をもっと見るRecent updatesBoard Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 024DS Memory Limited, Annual General Meeting, Nov 20, 20254DS Memory Limited, Annual General Meeting, Nov 20, 2025. Location: conference room, quest kings park, 54 kings park road, west perth wa AustraliaNew Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 4.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 4.2% per year over the past 5 years. Revenue is less than US$1m (AU$305k revenue, or US$200k). Minor Risks Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (AU$57.7m market cap, or US$37.8m).Board Change • Aug 18Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Board Change • Feb 04Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Jan 17+ 1 more update4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million.4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 166,666,666 Price\Range: AUD 0.036 Discount Per Security: AUD 0.00216 Security Features: Attached Options Transaction Features: Subsequent Direct ListingBoard Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Oct 104DS Memory Limited, Annual General Meeting, Nov 28, 20244DS Memory Limited, Annual General Meeting, Nov 28, 2024. Location: at the conference room, quest kings park, 54 kings park road, west perth wa, Australiaお知らせ • May 234DS Memory Limited Unveils New Interface Switching Reram Technology for Faster and Energy Efficient Memory for AI Processing4DS Memory Limited announced a new type of ReRAM technology for AI processing, bringing high-bandwidth, high-endurance persistent memory for big data and neural net applications. 4DS' Interface Switching based on PCMO (Praseodymium, Calcium, Manganese, Oxygen) ReRAM technology delivers significant advantages over other filamentary ReRAM technologies and is the first company to develop this high-speed, high-endurance, persistent non-volatile technology on an advanced CMOS node. One of the biggest challenges to the AI market is that traditional CPU architectures cannot efficiently handle the massive volumes of data that must be read into the chip, processed, and the results written back out of the chip. While new chip architectures are bringing the memory in with the compute (Compute in Memory), this approach is limited by the type of memory they can use that can be fast enough and the amount of memory that can be integrated. With these larger models the challenges of compute data backup and recovery has likewise grown. In addition to speed, energy efficiency has also become more increasingly important as AI processing is forecasted to consume 10 times the energy by 2026 compared to 2023, according to the International Energy Agency. Because 4DS requires no refresh within its persistence window and can be 'refreshed' within the DRAM operating window (' hidden refresh'), it can uniquely deliver an energy efficient high bandwidth and high endurance memory technology for the AI Age. Key features of 4DS' Area-based ReRAM include the following: Area-based, low current density programming, high endurance and scalable with technology node; Highly responsive with extremely fast single-shot write time of 4.7 ns to deliver low energy per bit writing at DRAM speeds; High bandwidth persistent memory for high performance data protection; High endurance memory with up to 109 endurance demonstrated; Dynamic partitioning: High endurance and high retention sectors can be dynamically allocated with data retention from hours to days to months; High scale and density w 20 nm cell to be demonstrated in the fourth quarter of 2024; Simple integration into any advanced CMOS process using standard fab equipment. 4DS has a development agreement with Belgium-based imec - a world leading research and innovation hub in nano electronics and digital technologies - for a 20nm Mb chip with 1.6B elements to be run at imec in 2024.PCMO ReRAM belongs to a class of Interface Switching ReRAM where the switching mechanism is based on the interface characteristics of the cell. Specifically, the entire interface area is involved in the switching, which is why it is sometimes also called area-based switching. Oxygen ions, which allows conduction through the cell, are moved in and out of the cell by the electric field pulse. When this oxygen is present, the cell conducts and it is said to be SET. Likewise, when the oxygen is removed, the current path is lost and it is said to be RESET. Because the entire interface area is involved the current density is kept at a minimum which contributes to the high endurance of the cell.New Risk • Apr 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$153.4m (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 0.5% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (8.0% increase in shares outstanding). Significant insider selling over the past 3 months (AU$366k sold). Market cap is less than US$100m (AU$153.4m market cap, or US$98.5m).New Risk • Feb 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 0.5% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.8k). Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Significant insider selling over the past 3 months (AU$366k sold).Recent Insider Transactions • Feb 09Executive Chairman recently sold AU$366k worth of stockOn the 6th of February, David McAuliffe sold around 4m shares on-market at roughly AU$0.086 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.New Risk • Nov 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$131.1m (US$86.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.8% per year over the past 5 years. Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (AU$131.1m market cap, or US$86.5m).お知らせ • Oct 124DS Memory Limited, Annual General Meeting, Nov 30, 20234DS Memory Limited, Annual General Meeting, Nov 30, 2023, at 10:00 W. Australia Standard Time. Location: Conference Room, Quest Kings Park, 54 Kings Park Road, West Perth Western Australia Australia Agenda: To consider the re-election and appointment of Directors.New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$4.9m free cash flow). Earnings have declined by 7.8% per year over the past 5 years. Revenue is less than US$1m (AU$1.0 revenue, or US$1.0). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (AU$89.8m market cap, or US$57.7m).お知らせ • Feb 084DS Memory Limited Announces Board Changes4DS Memory Limited announced the resignation of Drs. Wilbert van den Hoek as Executive Chairman of 4DS. Drs. van den Hoek will cease to be the Executive Chairman effective 13 February 2023. The Board has appointed Mr. David McAuliffe as interim Executive Chairman after 13 February 2023 whilst the Company undertakes a search for a USA based Chairman. The key terms of Mr. McAuliffe's appointment as interim Executive Chairman are unchanged from the key terms of his Executive Director role.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Nov 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Executive Departure • Apr 27Non-Executive Director has left the companyOn the 26th of April, James Dorrian's tenure as Non-Executive Director ended after 5.4 years in the role. As of December 2020, James personally held 53.44m shares (AU$6.7m worth at the time). James is the only executive to leave the company over the last 12 months.Recent Insider Transactions • Mar 31Executive Director recently sold AU$200k worth of stockOn the 23rd of March, David McAuliffe sold around 1m shares on-market at roughly AU$0.20 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$350k more than they bought in the last 12 months.Reported Earnings • Feb 19First half 2021 earnings released: AU$0.002 loss per share (vs AU$0.003 loss in 1H 2020)First half 2021 results: Net loss: AU$3.12m (loss widened 6.6% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Feb 05Executive Director recently sold AU$150k worth of stockOn the 3rd of February, David McAuliffe sold around 681k shares on-market at roughly AU$0.22 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Is New 90 Day High Low • Jan 21New 90-day high: AU$0.23The company is up 188% from its price of AU$0.08 on 23 October 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 54% over the same period.株主還元4DSAU SemiconductorAU 市場7D0%5.0%2.0%1Y-82.8%129.1%3.4%株主還元を見る業界別リターン: 4DS過去 1 年間で129.1 % の収益を上げたAustralian Semiconductor業界を下回りました。リターン対市場: 4DSは、過去 1 年間で3.4 % のリターンを上げたAustralian市場を下回りました。価格変動Is 4DS's price volatile compared to industry and market?4DS volatility4DS Average Weekly Movement9.6%Semiconductor Industry Average Movement10.2%Market Average Movement10.3%10% most volatile stocks in AU Market17.5%10% least volatile stocks in AU Market4.3%安定した株価: 4DS 、 Australian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4DSの 週次ボラティリティ は、過去 1 年間で20%から10%に減少しました。会社概要設立従業員CEO（最高経営責任者ウェブサイト2007n/an/awww.4dsmemory.com半導体技術企業である4DS Memory Limitedは、オーストラリアで不揮発性メモリー技術サービスを提供している。計算集約型およびAIプロセッサー・アプリケーション向けにインターフェース・スイッチングReRAM技術を提供している。4DSメモリーはオーストラリアのウェストパースに本拠を置く。もっと見る4DS Memory Limited 基礎のまとめ4DS Memory の収益と売上を時価総額と比較するとどうか。4DS 基礎統計学時価総額AU$22.67m収益（TTM）-AU$7.13m売上高(TTM)AU$137.82k164.5xP/Sレシオ-3.2xPER（株価収益率4DS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4DS 損益計算書（TTM）収益AU$137.82k売上原価AU$0売上総利益AU$137.82kその他の費用AU$7.27m収益-AU$7.13m直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）-0.0035グロス・マージン100.00%純利益率-5,174.36%有利子負債／自己資本比率1.4%4DS の長期的なパフォーマンスは？過去の実績と比較を見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/26 20:46終値2026/04/24 00:00収益2025/12/31年間収益2025/06/30データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋4DS Memory Limited 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関null nullLodge Partners Pty Ltd.
Board Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 024DS Memory Limited, Annual General Meeting, Nov 20, 20254DS Memory Limited, Annual General Meeting, Nov 20, 2025. Location: conference room, quest kings park, 54 kings park road, west perth wa Australia
New Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 4.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 4.2% per year over the past 5 years. Revenue is less than US$1m (AU$305k revenue, or US$200k). Minor Risks Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (AU$57.7m market cap, or US$37.8m).
Board Change • Aug 18Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Feb 04Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 17+ 1 more update4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million.4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 166,666,666 Price\Range: AUD 0.036 Discount Per Security: AUD 0.00216 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
Board Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 024DS Memory Limited, Annual General Meeting, Nov 20, 20254DS Memory Limited, Annual General Meeting, Nov 20, 2025. Location: conference room, quest kings park, 54 kings park road, west perth wa Australia
New Risk • Aug 31New major risk - Revenue and earnings growthEarnings have declined by 4.2% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (21% average weekly change). Earnings have declined by 4.2% per year over the past 5 years. Revenue is less than US$1m (AU$305k revenue, or US$200k). Minor Risks Shareholders have been diluted in the past year (17% increase in shares outstanding). Market cap is less than US$100m (AU$57.7m market cap, or US$37.8m).
Board Change • Aug 18Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Board Change • Feb 04Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Jan 17+ 1 more update4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million.4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 6 million. Security Name: Ordinary Shares Security Type: Common Stock Securities Offered: 166,666,666 Price\Range: AUD 0.036 Discount Per Security: AUD 0.00216 Security Features: Attached Options Transaction Features: Subsequent Direct Listing
Board Change • Dec 24Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 3 highly experienced directors. 1 independent director (2 non-independent directors). Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Oct 104DS Memory Limited, Annual General Meeting, Nov 28, 20244DS Memory Limited, Annual General Meeting, Nov 28, 2024. Location: at the conference room, quest kings park, 54 kings park road, west perth wa, Australia
お知らせ • May 234DS Memory Limited Unveils New Interface Switching Reram Technology for Faster and Energy Efficient Memory for AI Processing4DS Memory Limited announced a new type of ReRAM technology for AI processing, bringing high-bandwidth, high-endurance persistent memory for big data and neural net applications. 4DS' Interface Switching based on PCMO (Praseodymium, Calcium, Manganese, Oxygen) ReRAM technology delivers significant advantages over other filamentary ReRAM technologies and is the first company to develop this high-speed, high-endurance, persistent non-volatile technology on an advanced CMOS node. One of the biggest challenges to the AI market is that traditional CPU architectures cannot efficiently handle the massive volumes of data that must be read into the chip, processed, and the results written back out of the chip. While new chip architectures are bringing the memory in with the compute (Compute in Memory), this approach is limited by the type of memory they can use that can be fast enough and the amount of memory that can be integrated. With these larger models the challenges of compute data backup and recovery has likewise grown. In addition to speed, energy efficiency has also become more increasingly important as AI processing is forecasted to consume 10 times the energy by 2026 compared to 2023, according to the International Energy Agency. Because 4DS requires no refresh within its persistence window and can be 'refreshed' within the DRAM operating window (' hidden refresh'), it can uniquely deliver an energy efficient high bandwidth and high endurance memory technology for the AI Age. Key features of 4DS' Area-based ReRAM include the following: Area-based, low current density programming, high endurance and scalable with technology node; Highly responsive with extremely fast single-shot write time of 4.7 ns to deliver low energy per bit writing at DRAM speeds; High bandwidth persistent memory for high performance data protection; High endurance memory with up to 109 endurance demonstrated; Dynamic partitioning: High endurance and high retention sectors can be dynamically allocated with data retention from hours to days to months; High scale and density w 20 nm cell to be demonstrated in the fourth quarter of 2024; Simple integration into any advanced CMOS process using standard fab equipment. 4DS has a development agreement with Belgium-based imec - a world leading research and innovation hub in nano electronics and digital technologies - for a 20nm Mb chip with 1.6B elements to be run at imec in 2024.PCMO ReRAM belongs to a class of Interface Switching ReRAM where the switching mechanism is based on the interface characteristics of the cell. Specifically, the entire interface area is involved in the switching, which is why it is sometimes also called area-based switching. Oxygen ions, which allows conduction through the cell, are moved in and out of the cell by the electric field pulse. When this oxygen is present, the cell conducts and it is said to be SET. Likewise, when the oxygen is removed, the current path is lost and it is said to be RESET. Because the entire interface area is involved the current density is kept at a minimum which contributes to the high endurance of the cell.
New Risk • Apr 20New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$153.4m (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 0.5% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.7k). Minor Risks Share price has been volatile over the past 3 months (14% average weekly change). Shareholders have been diluted in the past year (8.0% increase in shares outstanding). Significant insider selling over the past 3 months (AU$366k sold). Market cap is less than US$100m (AU$153.4m market cap, or US$98.5m).
New Risk • Feb 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Australian stocks, typically moving 17% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (17% average weekly change). Earnings have declined by 0.5% per year over the past 5 years. Revenue is less than US$1m (AU$7.3k revenue, or US$4.8k). Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Significant insider selling over the past 3 months (AU$366k sold).
Recent Insider Transactions • Feb 09Executive Chairman recently sold AU$366k worth of stockOn the 6th of February, David McAuliffe sold around 4m shares on-market at roughly AU$0.086 per share. This transaction amounted to 30% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was David's only on-market trade for the last 12 months.
New Risk • Nov 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: AU$131.1m (US$86.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Earnings have declined by 3.8% per year over the past 5 years. Revenue is less than US$1m. Minor Risks Share price has been volatile over the past 3 months (17% average weekly change). Shareholders have been diluted in the past year (18% increase in shares outstanding). Market cap is less than US$100m (AU$131.1m market cap, or US$86.5m).
お知らせ • Oct 124DS Memory Limited, Annual General Meeting, Nov 30, 20234DS Memory Limited, Annual General Meeting, Nov 30, 2023, at 10:00 W. Australia Standard Time. Location: Conference Room, Quest Kings Park, 54 Kings Park Road, West Perth Western Australia Australia Agenda: To consider the re-election and appointment of Directors.
New Risk • Aug 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 13% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-AU$4.9m free cash flow). Earnings have declined by 7.8% per year over the past 5 years. Revenue is less than US$1m (AU$1.0 revenue, or US$1.0). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (AU$89.8m market cap, or US$57.7m).
お知らせ • Feb 084DS Memory Limited Announces Board Changes4DS Memory Limited announced the resignation of Drs. Wilbert van den Hoek as Executive Chairman of 4DS. Drs. van den Hoek will cease to be the Executive Chairman effective 13 February 2023. The Board has appointed Mr. David McAuliffe as interim Executive Chairman after 13 February 2023 whilst the Company undertakes a search for a USA based Chairman. The key terms of Mr. McAuliffe's appointment as interim Executive Chairman are unchanged from the key terms of his Executive Director role.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Nov 05Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 3 non-independent directors. Independent Non-Executive Director Howard Digby was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Executive Departure • Apr 27Non-Executive Director has left the companyOn the 26th of April, James Dorrian's tenure as Non-Executive Director ended after 5.4 years in the role. As of December 2020, James personally held 53.44m shares (AU$6.7m worth at the time). James is the only executive to leave the company over the last 12 months.
Recent Insider Transactions • Mar 31Executive Director recently sold AU$200k worth of stockOn the 23rd of March, David McAuliffe sold around 1m shares on-market at roughly AU$0.20 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of AU$350k more than they bought in the last 12 months.
Reported Earnings • Feb 19First half 2021 earnings released: AU$0.002 loss per share (vs AU$0.003 loss in 1H 2020)First half 2021 results: Net loss: AU$3.12m (loss widened 6.6% from 1H 2020). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Feb 05Executive Director recently sold AU$150k worth of stockOn the 3rd of February, David McAuliffe sold around 681k shares on-market at roughly AU$0.22 per share. This was the largest sale by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Is New 90 Day High Low • Jan 21New 90-day high: AU$0.23The company is up 188% from its price of AU$0.08 on 23 October 2020. The Australian market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Semiconductor industry, which is up 54% over the same period.
