Aankondiging • Oct 02
4DS Memory Limited, Annual General Meeting, Nov 20, 2025 4DS 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 31
New major risk - Revenue and earnings growth Earnings 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 (22% 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). New Risk • May 31
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 15% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Revenue is less than US$1m (AU$727 revenue, or US$469). Minor Risks Share price has been volatile over the past 3 months (16% average weekly change). Shareholders have been diluted in the past year (15% increase in shares outstanding). Market cap is less than US$100m (AU$119.9m market cap, or US$77.3m). New Risk • May 23
New minor risk - Share price stability The 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 Risk Revenue is less than US$1m (AU$727 revenue, or US$470). Minor Risks Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$88.1m market cap, or US$56.9m). New Risk • Feb 01
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% 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 Risk Revenue is less than US$1m (AU$8.1k revenue, or US$5.0k). Minor Risks Currently unprofitable and not forecast to become profitable next year (AU$5.8m net loss next year). Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (AU$58.2m market cap, or US$36.2m). New Risk • Dec 20
New minor risk - Share price stability The 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 Risk Revenue is less than US$1m (AU$8.1k revenue, or US$5.0k). Minor Risks Currently unprofitable and not forecast to become profitable next year (AU$5.8m net loss next year). Share price has been volatile over the past 3 months (13% average weekly change). Market cap is less than US$100m (AU$88.2m market cap, or US$54.9m). Aankondiging • Oct 10
4DS Memory Limited, Annual General Meeting, Nov 28, 2024 4DS Memory Limited, Annual General Meeting, Nov 28, 2024. Location: at the conference room, quest kings park, 54 kings park road, west perth wa, Australia Aankondiging • May 23
4DS Memory Limited Unveils New Interface Switching Reram Technology for Faster and Energy Efficient Memory for AI Processing 4DS 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 20
New minor risk - Market cap size The 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). Recent Insider Transactions • Feb 09
Executive Chairman recently sold AU$366k worth of stock On 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 • Feb 06
New major risk - Share price stability The 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 3.8% per year over the past 5 years. Revenue is less than US$1m. Minor Risks Shareholders have been diluted in the past year (19% increase in shares outstanding). Market cap is less than US$100m (AU$138.9m market cap, or US$90.3m). New Risk • Nov 30
New minor risk - Market cap size The 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). Aankondiging • Oct 12
4DS Memory Limited, Annual General Meeting, Nov 30, 2023 4DS 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 18
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Australian stocks, typically moving 12% 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 (12% average weekly change). Shareholders have been diluted in the past year (10% increase in shares outstanding). Market cap is less than US$100m (AU$81.6m market cap, or US$52.3m). Aankondiging • Feb 08
4DS Memory Limited Announces Board Changes 4DS 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 16
Less than half of directors are independent Following 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. Aankondiging • Oct 12
4DS Memory Limited, Annual General Meeting, Nov 30, 2022 4DS Memory Limited, Annual General Meeting, Nov 30, 2022. Recent Insider Transactions Derivative • Jul 07
Non-Executive Director exercised options and sold AU$201k worth of stock On the 4th of July, Guido Arnout exercised 10.00m options at around AU$0.042, then sold 7m of the shares acquired at an average of AU$0.071 per share and kept the remainder. Since September 2021, Guido's direct individual holding has increased from 3.03m shares to 4.23m. Company insiders have collectively sold AU$31k more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Jun 29
Non-Executive Director exercised options and sold AU$82k worth of stock On the 24th of June, Guido Arnout exercised 4.00m options at around AU$0.042, then sold 3m of the shares acquired at an average of AU$0.071 per share and kept the remainder. Since June 2021, Guido has owned 3.03m shares directly. Company insiders have collectively bought AU$43k more than they sold, via options and on-market transactions, in the last 12 months. Recent Insider Transactions Derivative • Jun 19
Non-Executive Chairman exercised options to buy AU$85k worth of stock. On the 16th of June, Willibrordus Geradus van den Hoek exercised options to buy 1m shares at a strike price of around AU$0.064, costing a total of AU$75k. As of today, Willibrordus Geradus currently holds no shares directly. This was the only transaction from an insider over the last 12 months. Board Change • Apr 27
Less than half of directors are independent Following 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. Aankondiging • Feb 10
4DS Memory Limited Announces Management Changes 4DS Memory Limited provided an update regarding a testing capability upgrade and management changes. Now that the Company has decided to adopt a commercial test system, the role of the Company's Chief Engineering Officer, having been the architect of the company's home-built testing system, will be significantly reduced. As a result, effective February 1, 2022, Mr. Mike van Buskirk, has switched to a part time role and will retire at the end of October 2022 after he has aided the Company in successfully bringing up this new test capability. Board Change • Nov 04
Less than half of directors are independent Following 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 27
Non-Executive Director has left the company On 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 31
Executive Director recently sold AU$200k worth of stock On 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. Aankondiging • Mar 05
4Ds Memory Limited Provides an Update on Manufacturing of the Second Platform Lot Wafers 4DS Memory Limited provided an update on the 2021 imec collaboration extension and manufacturing of the Second Platform Lot wafers. 4DS and imec have now finalised the terms of the 2021 collaboration extension. The extension is for twelve months with an expiry date of 31 December 2021 and the terms remain confidential to both parties but are in line with the terms of the 2020 extension. As stated in the ASX announcement dated 1 February 2021 the production of the Second Platform Lot commenced at imec in Belgium on 27 January 2021 and it continues to proceed as planned. The Company expects to analyse these wafers in second quarter of 2021 with results being available in the same quarter. Reported Earnings • Feb 20
First 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 27% per year, which means it is tracking significantly ahead of earnings growth. Recent Insider Transactions • Feb 05
Executive Director recently sold AU$150k worth of stock On 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. Aankondiging • Feb 01
4DS Memory Limited Announces Positive Results from Second Non-Platform Lot Further to the update provided in the company's quarterly activity report dated 20 January 2021, 4DS Memory Limited confirms that it has now completed its testing of the Second Non-Platform Lot. The company reported that the data from the Second Non-Platform Lot: Confirmed that the company has been able to repeat the results for each of the key memory characteristics (speed, endurance and retention) that were achieved with the First Non-Platform Lot; significantly, 19 of the 21 device wafers were functional, a first for the Company (the two nonfunctional wafers were the result of being manufactured outside the imec process window); and provides 4DS with further valuable insights with respect to how changes in key process parameters affect these key memory characteristics; i.e. which changes increase which memory characteristic. The learnings from the Second Non-Platform Lot have been incorporated into the process split conditions for the Second Platform Lot of 300mm wafers. The Second Platform Lot is using imec's memory platform, and contains dense memory arrays with the control logic necessary to read and write selected bits and bytes. The production of the Second Platform Lot commenced at imec in Belgium on 27 January 2021, and the company expects to analyse these wafers in second quarter of 2021. The results from the analysis of the Second Platform Lot are expected to pave the way for 4DS and its partners to pursue their strategic objective of fabricating wafers with chips that operate as fully functional megabit memories, and which have been produced using industry fab equipment. If successful, this may bring 4DS closer to its 2021 objectives to achieve a potential corporate transaction. Is New 90 Day High Low • Jan 21
New 90-day high: AU$0.22 The company is up 168% from its price of AU$0.082 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. Aankondiging • Oct 07
Drs. Wilbert Van Den Hoek J Agrees to Join Board of 4Ds G in November 2020 4DS Memory Limited announced that Drs. Wilbert van den Hoek has agreed to join the Board of 4DS at the conclusion of the Company's Annual General Meeting in November 2020. Drs. Van Den Hoek will assume the role of Chairman of the Board, with Mr. Jim Dorrian remaining on the Board as a non-executive director. Drs. van den Hoek was on the Board of Cypress Semiconductor Corporation from 2011 to 2017. Cypress was a leader in advanced embedded solutions for the world's most innovative automotive, industrial, smart home appliances, consumer electronics and medical products. Cypress was acquired by Infineon Technologies AG at an enterprise value of approximately USD 10 billion in a transaction that was announced in June 2019 and completed in April this year. Drs. van den Hoek also spent 17 years of his career at Novellus Systems Inc. Novellus was a leading provider of advanced process equipment for the world's semiconductor industry. From 1999 until 2005, he served as Novellus' Chief Technical Officer and Executive Vice President, Integration and Advanced Development. From 2005 until 2008, he was President and CEO of Novellus Development Company, LLC, the venture arm of Novellus. Novellus was acquired by Lam Research Corp. in a transaction valued at approximately USD 3.3 billion and announced in December 2011. Drs. van den Hoek currently serves as Executive Chairman of Neocera LLC, as Chairman of Jiaco Instruments BV, and as a member of the board of directors of Innovent Technologies, LLC. Drs. van den Hoek graduated Cum Laude from the Rijks Universiteit Utrecht, The Netherlands in December 1979 with a Doctorandus degree in Chemistry. He is the author of more than 30 technical papers and holds 24 US patents. Aankondiging • Jul 30
4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 3.1 million. 4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 3.1 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 68,888,889
Price\Range: AUD 0.045 Aankondiging • Jun 30
4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 4.5 million. 4DS Memory Limited has completed a Follow-on Equity Offering in the amount of AUD 4.5 million.
Security Name: Ordinary Shares
Security Type: Common Stock
Securities Offered: 100,000,000
Price\Range: AUD 0.045
Discount Per Security: AUD 0.0027
Transaction Features: Subsequent Direct Listing