Login:
Share:
Email Facebook Twitter

DDD Share Chat - RSS Feed

DDD Group Share Chat (DDD)



Share Price: 4.125Bid: 3.75Ask: 4.50Change: 0.125 (+3.13%)Riser - Ddd Group
Spread: 0.75Spread as %: 20.00%Open: 4.00High: 4.125Low: 4.00Yesterday’s Close: 4.00


Share Discussion for Ddd Group (DDD)


Thread ViewThread View
Please Login or Register to post messages
Posts per page:


mulledwine
Posts: 35,667
Observation
Opinion:No Opinion
Price:29.75
DDD
20 Feb '12
Results Round-up
A sharp increase in royalty payments from original equipment manufacturers (OEMs) saw revenues go through the roof in 2011 at DDD, the AIM-listed 3D solutions company.

Though its auditor has not finished totting up the numbers yet, DD said it expects revenue for the year ended December 31st to be up 173% from the previous year, in line with its expectations.

Revenue is set to reach $5.5m, boosted by nearly a 200% increase in royalty revenues to $4.5m from original equipment manufacturer licensees. Gross margin is expected to be 94%, up two percentage points from 2010. Cash at the year-end was around $3.1m.

Chris Yewdall, DDD's Chief Executive Officer said: "During the second half of the year we established a greater balance of revenue contribution from the TV, PC and smartphone markets. This reduces our dependency on any single customer and on seasonal demand in any specific market.

"Our TriDef 3D solutions continue to lead the field in the rapidly growing 3D consumer device market, shipping in more than nine million products in 2011.
 
Rappahannock
Posts: 425
Off Topic
Opinion:No Opinion
Price:30.00
petertee - licensees market share
20 Feb '12
In the TV and PC markets DDD licensees have greater than 65% and 50% of world wide marketshare. Intel, AMD and TI-ARM are embedding DDD. Can you think of another company with 31 employees and 53 patents across 24 countries that has anywhere near the potential of DDD? If you can, please post. I want to investigate it!
petertee
Posts: 16,027
Premium Chat Member
Observation
Opinion:No Opinion
Price:28.00
Mullenwine
20 Feb '12
Looks cheap then?
John_bears
Posts: 29
Observation
Opinion:No Opinion
Price:28.00
Year end trading update
20 Feb '12
Year end trading update - licensing agreements drive revenue momentum

DDD Group plc (AIM: DDD, 'the Group'), the 3D solutions company, announces a trading update for the financial year ended 31 December 2011.

Trading is in line with the Board's expectations as the Group continues to benefit from increased momentum in license agreements signed during the year. Approximately 9.1 million units of the TriDef 2D to 3D conversion solution were shipped by licensees in the TV, PC and mobile phone markets in 2011, up approximately 250% over 2010.

The Group expects total revenue for the full year to be approximately $5.5 million, up 173% from 2010 (excluding discontinued operations). This increase was driven by a 193% increase in royalty revenues from OEM licensees to $4.5 million. Gross margin is expected to be 94%, up two percentage points from 2010. Cash at the year-end was approximately $3.1 million.

In 2011, DDD developed a more balanced revenue mix from TV, PC and mobile phone manufacturers.
Shipments by TV chip manufacturers grew 194%. Demand for the Group's higher value products in the PC market grew at a compound quarterly growth rate of 141%, reaching approximately 600,000 units per quarter in the fourth quarter. For the whole of 2011, PC software shipments grew 1,199%. Mobile phone shipments, which began in June 2011, represented approximately 10% of unit shipments.

DDD signed 10 new license agreements during the year with PC OEMs, mobile handset makers and TV chip manufacturers, bringing the total number of license agreements signed to 21. At the end of the year, 14 licensees were actively shipping royalty-bearing products, up from 7 at the end of 2010.

At the Consumer Electronics Show in Las Vegas in January 2012, a number of the Group's licensees, including Sony, LG Electronics, Samsung and Lenovo, demonstrated current and future products incorporating TriDef 3D solutions. These products included PCs, TVs, set top boxes and smartphones.

DDD continued to develop its engineering and support team in response to growing demand for the Group's TriDef 3D solutions. Headcount increased by 9 staff to 31, including the addition of local support resources in Taiwan, where many of the Group's PC licensees undertake product development and manufacturing.

The Group also expanded its patent library, adding further patents awarded in the United States, Japan, China and the Philippines for its 2D to 3D conversion and 3D encoding technologies. The total number of issued patents is now 53 across 24 countries.
mulledwine
Posts: 35,667
Observation
Opinion:No Opinion
Price:28.00
DDD
20 Feb '12
Chris Yewdall, DDD's Chief Executive Officer said:

"During the second half of the year, we established a greater balance of revenue contribution from the TV, PC and smartphone markets. This reduces our dependency on any single customer and on seasonal demand in any specific market.

"Our TriDef 3D solutions continue to lead the field in the rapidly growing 3D consumer device market, shipping in more than nine million products in 2011.

"The growth in PC software shipments reflects our focus on signing agreements in this market since late 2010. We expect 2012 growth to continue as existing license agreements become active, as we develop opportunities in the emerging smartphone and tablet market, and as shipments by our existing licensees develop in the PC, TV and smartphone markets."
mulledwine
Posts: 35,667
Observation
Opinion:No Opinion
Price:28.00
DDD
20 Feb '12
Year end trading update - licensing agreements drive revenue momentum

DDD Group plc (AIM: DDD, 'the Group'), the 3D solutions company, announces a trading update for the financial year ended 31 December 2011.

Trading is in line with the Board's expectations as the Group continues to benefit from increased momentum in license agreements signed during the year. Approximately 9.1 million units of the TriDef 2D to 3D conversion solution were shipped by licensees in the TV, PC and mobile phone markets in 2011, up approximately 250% over 2010.

The Group expects total revenue for the full year to be approximately $5.5 million, up 173% from 2010 (excluding discontinued operations). This increase was driven by a 193% increase in royalty revenues from OEM licensees to $4.5 million. Gross margin is expected to be 94%, up two percentage points from 2010. Cash at the year-end was approximately $3.1 million.

In 2011, DDD developed a more balanced revenue mix from TV, PC and mobile phone manufacturers.
Shipments by TV chip manufacturers grew 194%. Demand for the Group's higher value products in the PC market grew at a compound quarterly growth rate of 141%, reaching approximately 600,000 units per quarter in the fourth quarter. For the whole of 2011, PC software shipments grew 1,199%. Mobile phone shipments, which began in June 2011, represented approximately 10% of unit shipments.

DDD signed 10 new license agreements during the year with PC OEMs, mobile handset makers and TV chip manufacturers, bringing the total number of license agreements signed to 21. At the end of the year, 14 licensees were actively shipping royalty-bearing products, up from 7 at the end of 2010.

At the Consumer Electronics Show in Las Vegas in January 2012, a number of the Group's licensees, including Sony, LG Electronics, Samsung and Lenovo, demonstrated current and future products incorporating TriDef 3D solutions. These products included PCs, TVs, set top boxes and smartphones.

DDD continued to develop its engineering and support team in response to growing demand for the Group's TriDef 3D solutions. Headcount increased by 9 staff to 31, including the addition of local support resources in Taiwan, where many of the Group's PC licensees undertake product development and manufacturing.

The Group also expanded its patent library, adding further patents awarded in the United States, Japan, China and the Philippines for its 2D to 3D conversion and 3D encoding technologies. The total number of issued patents is now 53 across 24 countries.
mulledwine
Posts: 35,667
Observation
Opinion:No Opinion
Price:28.00
DDD
20 Feb '12
Rappahannock
Posts: 425
Off Topic
Opinion:No Opinion
Price:27.50
Strike
17 Feb '12
Per RNS dated 2/14/12

"The Company announces that on 14 February 2012 the Board of Directors have approved a grant of options over 2,420,000 ordinary shares of 1p each in the Company ("Ordinary Shares") to the management of the Company including Chris Yewdall, executive Director.

The options have an exercise price of 27.25p per Ordinary Share which is the mid-market closing price of the shares on the grant date."

The management granted themselves options of 27.25p per Ordinary Share just before the February trading update is due. It appears the managers like the 27.25p strike price. Hope they make a killing!
Rappahannock
Posts: 425
Off Topic
Opinion:No Opinion
Price:27.50
trading update
16 Feb '12
Trading Update tomorrow, February 17, or more likely next week. Shares likely to be more expensive, maybe substantially more expensive after the update.

I see great things for DDD. But the lack of share volume and the lack of interest on this board gives me pause. Then I look over the contract signings and the market share %'s of DDD contracted partners and I want to buy more shares. Good luck all.
koloboy
Posts: 34
Observation
Opinion:Strong Buy
Price:27.00
Ticking Down
9 Feb '12
DDD going down on small sells. I am resisting the urge to buy more as this still looks like a cracking little well run company who are going to make lots of money. Lenovo making massive profits, LG and samsung pushing cheap 3d tv's and other deals make this very interesting indeed.



Share Trading BrochureRequest your Free brochures on share dealing, spread betting and CFDs

Sign up for Live Prices


Datafeed and UK data supplied by NBTrader and Digital Look. While London South East do their best to maintain the high quality of the information displayed on this site,
we cannot be held responsible for any loss due to incorrect information found here. All information is provided free of charge, 'as-is', and you use it at your own risk.
The contents of all 'Chat' messages should not be construed as advice and represent the opinions of the authors, not those of London South East Limited, or its affiliates.
London South East does not authorise or approve this content, and reserves the right to remove items at its discretion.