Ryan Mee, CEO of Fulcrum Metals, reviews FY23 and progress on the Gold Tailings Hub in Canada. Watch the video here.
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TRIVIA: almost 3 years ago, DDD traded at 39p....
I thought I went a bit overboard on Friday buying as many as I did but I am seriously thinking maybe DDD deserves a few more. I know for a fact the BoD will be loading up as soon as the results are released so we will have a small window to top up and I will use it to add a few more and get me to a minimum of 250k. Why am I so excited?
""Hopefully not to lively!!"" Oh, I don't know, it would be nice to make those 10p options a good deal for directors! The side effect would be to get shares off of the market makers.
I am not sure of the demand for holographic visuals in the domestic market as In most cases, and historically, people view from a static position and DDD genuinely appear to have the best product on the market, for ease of use, (no glasses) cost, reliability and to me, most important of all, compatibility. I personally don't see holograms as a threat to DDD although I am confident that they can rise to that challenge should they need to. IMO (and I do accept, I could be wrong) most people are wary of 3D even now. Get over that with a system such as DDD and the potential is massive. Needs some marketing. Perhaps that is true of the company too? Good to see more comments. For a while I thought I was the only person who ever came here! I know that is unfair on other shareholders who looked in, though.
In summary: 55% of issued shares of DDD are held by Institutional Investors 7.3% of issued shares of DDD are held by Directors which leaves just 38% of issued shares of DDD available to trade on market, hence difficult to buy in large order size, accumulation (which is what I have been doing since Feb...is best way...).....good to the extent that when price moves up, it will be almost vertical take off....
in total about 10.5Million shares are held with Directors of DDD, which added to the 80Million shares held by Institutional Investors and grater than 3% Holders of shares (80Million), leaves just 54 Million shares available to the market, see below: Hans Snook 4,056,652 £162,266 Chris Yewdall 2,681,808 £107,272 Nicholas O Brigstocke 2,007,045 £80,282 Sanji Arisawa 1,989,200 £79,568 Warren Littlefield 515,000 £20,600 Paul Kristensen 455,204 £18,208 Victoria Stull 126,000 £5,040
an article from Bloomberg to put some perspective on my last posting: http://www.bloomberg.com/news/2013-01-09/blackstone-steps-up-home-buying-as-prices-jump-mortgages.html
As you may know, if not, here goes: BlackRock has become the single largest owner of residential real estate in USA!!!! FACT This is a very recent development, late 2012 and most of 2013 BlackRock liquidated many of its paper assets (Equity holdings and Bonds etc) to invest in US real estate, I have a hunch this was for political reasons as it very much played a part in soaking up the huge inventory of unsold homes in US and put a floor in what was still a declining market (you could say the US equivalent of George Osbourne's government assisted buying plan)... Clearly BlackRock selling DDD when we know there is such a small float of available shares has resulted in an exaggerated move to the downside....but for the reasons above, I think it had little to do with DDD per say...... Fortunately, this now behind DDD and us as investors...hence very much agree with you Mr Big!
I meant Half-way house in the sense that 3D is an optical illusion, compared to an image viewable from all sides, which I first saw demonstrated many years ago, at a Russian exhibition in London. Perhaps you are right to see DDD products as a separate approach, as there is no 'Bridge' between 3D and Holographic systems.
So why on earth is the reason this has dropped this far? There has to be a reason??? The reason I can see if BlackRock offloading last year but apart from that I can't honestly see any other reason. If people pick up on this then this is going places very quickly. Looking forward to seeing how many the directors buy up next week and at what price. Nice if they picked up existing options at 10p now that would show the market how confident they are and add super confidence to shareholders.
Nice video and shows the power well. I have a few friends looking at this over the weekend and hopefully things will start to get a bit more lively here. Hopefully not to lively!!
Proportion of DDD Group plc shares bought/sold on the most recent trading day: Shares sold: 1.75% Shares bought: 98.25%
big bottom on your shares but not your ladies....;) but seriously, as I mentioned, on this board previously, I owned DDD a couple of years ago, bought in at 24p.....lost enough cash to buy a decent German car on this stock, so this is not an attachment issue for that motivates me to investing DDD.....I sold out last year to at least salavage tax loss..... That said, DDD never disappeared from my radar as I believed in its Management Team and that they had the experience to successfully change course..... I was very surprised to see the SP drop to less than half levels that Insiders were buying, hence started buying back shares late Feb as 5M market is undervalued in the extreme for a company with no debt, just under £2Million cash on balance sheet at year end and £2.3M in recurring loyalty revenues which as we know will is a 50% increase on last years's revenue.. Further, I believe revenues will increase materially with shift to Tablet and Smartphone market... In summary, a Market Cap of 2x sales, no debt and now well positioned in rapidly growing market....DDD is bargain!!!! IMHO....
Being interviewed at January's CES show in America As this interview proves, DDD are looking to the future, and developments in the field. http://www.youtube.com/watch?v=lSnLz_jIEqc
The management team are also top notch and they will no doubt be itching to buy as many shares as they can once results are released as they seem to do time and time again. Last year they released results at 7am and by 0930 Director Dealings RNS was out with Directors loading up. Management of DDD: http://www.ddd.com/about-us/management/
We can speculate all we want about the future of television. While DDD is signing contracts and licences with Sony, Panasonic, LG and Samsung they are plainly well equipped for the world today. I don't see DDD products as a, "Half-way house" myself, more a separate, convenient and valid alternative to much of the clutter associated with high level TV. DDD have been around for a long time, relative to many tech companies. They have a proven track record of responding positively and professionally to change and development in the modern world. I see no reason why the next 2-3 years should be any different, other than perhaps providing DDD with a massive growth programme.
Thanks for adding your notes. I'm doing my research and it's looking good. Anything you can add please feel free. I have a feeling the dramatic decline in SP is nothing more than just DDD being very under the radar. If DDD can get themselves noticed among investors then I can't see anything that's going to stop this getting back to 20p. DDD is way out the norm what I normally look for as I normally breeze past companies like this but I have a feeling seeing this on Thursday told me to do some research. The first thing I looked at was the chart now this is what I do go for. I love charts like this I love finding a good bottom in my shares and my ladies lol.
not many shares available, total issued shares 144Million of which 80Million are in the hands of Institutional Investors and large investors, hence in theory, only 64Million shares available on market (notwithstanding the few mIllion shares held by insiders (I am trying to get an exact number for this and will post as soon as....): see below: Institutional Investors and large holders of DDD, see below: Arisawa Manufacturing 29,856,123 shares: £1,231,565 Wistron Corporation 14,429,831 shares: £595,230 Nigel Wray 9,820,648 share: £405,102 Pershing Nominees Limited 8,149,286 shares: £336,158 Newton UK Small Companies Fund 6,611,518 shares: £272,725 Bob Morton 6,250,000 shares: £257,812 Octopus Investments Nominees Limited 4,315,960 shares: £178,033
should read "Bandwidth constraints"...
further, as DDD has rightly shifted its focus to the Mobile wold of Tablets and Smartphones, Bandwidth issues have become centre stage, hence DDD tie up with InterDigital to develop a depth-based video pre-processing solution that delivers bandwidth savings in excess of 20% when streaming video to Smart TVs and smartphones/tablets. IMO, Bandwidth contains shall remain an issue for mobile 4k and Holographic viewing for some time..(years not months..)
all technology, by definition is a half way house to the future... Holographic TV and also nearer to affordable reality is 4K TV's and Tablets...however, we are 2 to 3 years where the software option still has an expanding market sector (precisely due to its affordability...)......sure an industry veteran like Chris Yewdall and the other DDD Board Members are fully aware of where the market is going longer term.....
IMO, the MIT chip's Holographic demonstrations & tie-ups with LG & Samsung are the Elephant in the Room for DDD's half-way house, 3D Software, whatever happens in the short-term. 3D postcards and photos were well-known to the Victorians, and the first patents for 3D Film & TV made in 1937, I believe.
with respect to my precious posting re Amazon 3D Smartphone, this article is very very hot off the press...(in fact, published only 15 hours ago!!).
Amazon is to unveil in June 2014 a 3D Glasses Free Smartphone (on sale Sept), this will really grab investors attention, guess which company is very well postioned to benefit (TriDef Mobile Demand surely will explode) See attached: http://www.techradar.com/news/phone-and-communications/mobile-phones/amazon-phone-release-pegged-for-september-glasses-free-3d-display-in-tow-1241979
very pertanent BG, the comparison by any reasonable metric should be from 24p to 12 to 15p, however, now with the refocused business model (license fees Tablet (2D and 3D) and Smartphones + Apps for Smart TV's), you would expect to be trending back towards 20p.... I have selected the following text from the February trading update and highlighted in UPPER CASE where we should be looking for clues going forward with respect to how the re-focused business model is coming along (hoping to get some of the clues on Monday's earnings...): This brings the cumulative number of consumer devices shipped with TriDef 3D to approximately 38 million units worldwide at the end of December 2013 (2012: 26 million). Shipments of the Group's mobile software licenses commenced during the second half of 2013 in the new generation of glasses-free 3D tablets (WOULD LIKE TO SEE LICENSE REVENUE NOW COMING IN FROM MOBILE DEVICES OR AT LEAST SOME INDICATIVE TARGET REVENUE). In recognition of the strong international use of the service, the service will shortly become available in multiple languages including Russian, Portuguese, Polish, German, Spanish and Korean. The Yabazam service has also been introduced on the Google Play store for the new 3D tablets, further expanding the range of 3D content available to 3D tablet users. The Group continues to grow the Yabazam! 3D movie streaming service which has now been downloaded over 700,000 times by users of Samsung and LG Smart TVs. The content library doubled to over 120 3D movie titles (2012: 63 titles), available to US customers as a monthly subscription service and to international customers on a pay-per-view basis. The Group has broadened the reach of its popular TriDef® 3D game and video conversion apps to include the latest Smart TVs, with a specific focus on delivering competitively packaged, high quality 3D software solutions for Chinese 3D TV manufacturers. The response to these new TriDef 3D Smart TV apps has been positive and the Group is engaged in active discussions with leading TV suppliers in China to introduce these new Smart TV apps during 2014.(WOULD LIKE TO SEE SOME LICENSE REVENUE AND/OR ESTIMATES OF REVENUE FROM THE SMART TV APPS)