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Per 2011 Year End Turnover, excluding discontinued businesses, up 176% to $5,534,000 (2010: $2,008,000) Current trading and outlook (per 2011 financials) "The current year has started in line with the Board's expectations and the Board is confident it can build further on the momentum achieved to date to maintain its profitable growth in 2012." If DDD "maintain(s) its profitable (Turnover) growth % in 2012 DDD would book $15,274,000. This is one way to read the guidance (outlook). Too bad guidance givers talk in curves.
After some really good results, i fully expected sp to hit the 30's. grrrr buying shares can be frustrating
to move this sp? i wud have thought this was going to propell ddd into the 30's. back to sitting on my hands. gla
Chris Yewdall, Chief Executive said: "We have firmly established our position of leadership for 2D to 3D conversion, with more than 12 million units of TriDef 3D technology shipped worldwide in key 3D consumer markets. DDD is now operating cash generative and moved into profitability in the second half of 2011. "In 2011, we signed a number of new licensees and moved towards a more balanced revenue composition that is less susceptible to seasonality or performance by any single licensee. As the market for 3D consumer devices continues to grow and diversify, we aim to further expand our licensee base in TVs, PCs and mobile devices, whilst delivering incremental value through services such as Yabazam paid content. "We are confident that we can build further on the momentum achieved to date to maintain profitable growth in 2012."
Los Angeles, California: DDD Group plc ("DDD" or "the Group"), the 3D solutions company, has published its full year results for the year ended 31 December 2011. Highlights Financial · Over 9m units of DDD TriDef 2D to 3D conversion solutions shipped by TV, PC and mobile licensees · Turnover, excluding discontinued businesses, up 176% to $5,534,000 (2010: $2,008,000) · Loss from continuing operations before tax $96,000 (2010: loss $1,195,000) · Loss per share per share reduced to 0.43c (2010: loss 1.27c) · Moved into profit in H2, earnings per share equal to 0.21c/share · Net cash inflow from operating activities $120,000 (2010: outflow $1,204,000) · Net cash at 31 December 2011 $3,143,000 (2010: $4,230,000) Operational · 10 new licensing deals in 2011 · 14 licensees shipping royalty bearing products by year-end · Revenue diversification from multiple 3D consumer markets · Revenue shift continues toward higher margin royalties · Attained market leading position in emerging 3D PC market
http://www.investegate.co.uk/Article.aspx?id=201204160700213527B
TriDef Powers 2D to 3D Video Conversion on LG's Optimus 3D Max Smartphone http://finance.yahoo.com/news/tridef-powers-2d-3d-video-140517525.html
As a long term holder and recent buyer I am a bit puzzled by the continued fall. Record results coming up, 3D like it or not will be standard in millions and millions of sold products over the next decade and important contracts tied up that guarantee revenue streams. I know the fund managers and Inst holders are adding these shares by the bucketful so what is driving the SP down? Anyone know of any bad news
"The ability to stream 3D content straight to a 3D Smart TV is a great step for the 3D industry," said Chris Yewdall, CEO of DDD. "LG's 3D PC products include Yabazam 3D movie trailers and we welcome the opportunity to deliver 3D movies to LG's Smart TV customers as well." DDD is aggressively growing the range of 3D movies available on Yabazam with regular updates. Popular titles include the Safety Geeks SVI series, the Curse of Skull Rock and Rio de Janeiro Carnival. New releases scheduled include the acclaimed "UYUYUI!", "Come Coco" and "Moving Still" from Timbo Estudio. "UYUYUI!" scored points during 2011 on the international festival circuit, with awards for Best Short Film using synthetic images at the 3D Film Festival in Belgium, Best 3D Short at the Short Shorts Film Festival in Tokyo and the 2nd Place Jury Award at the Los Angeles 3D Movie Festival.
Streaming 3D movies now available on LG 3D Smart TVs Los Angeles, California - March 6, 2012: DDD Group plc (AIM: DDD), the 3D solutions company, has launched the Yabazam 3D movie app for LG 3D Smart TVs. The Yabazam 3D app streams free 3D movie trailers directly to the viewer's living room from the growing collection of 3D movies available at Yabazam.com. In late March viewers will be able to download full length 3D movies for a pay-per-view fee. The app became the most popular free LG TV app after its first week of release in mid-February, with over 70,000 content downloads. The Yabazam 3D app and its 3D content portal, Yabazam.com, provide a library of high quality 3D content beyond the 3D features released by the major studios. Yabazam was launched in late 2009 and was the first online portal to offer high definition 3D movies. Since then, Yabazam 3D content has become a mainstay feature of many of the latest 3D notebook and personal computers from leading brands. The new 3D app expands Yabazam's reach to a much wider audience that is looking for compelling content to watch on 3D TVs.
http://www.investegate.co.uk/Article.aspx?id=201203060700257287Y
I surely don't know. The non-reaction to the tremendous trading update has got me baffled. Maybe profitability in April will finally grab investors' attention.
Great update but not upward movenment on share price. Has it all been factored in? Can't really see that being the case since it has remained at this level for quite some time. ~Getting a bit impatient now.
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.
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!
Looks cheap then?
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.
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."
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.
http://www.investegate.co.uk/Article.aspx?id=201202200700106780X
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!
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.
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.
Dear Mr., 1/25/2012 As a London listed company, DDD Group (AIM: DDD.L) reports results twice per year. The interim results reporting on the first half (through June 30) is generally reported in September each year. The full calendar year (ending Dec 31) is expected to be in April but the exact date has not yet been released. We typically provide trading updates (August/February respectively) once we have confirmed our sales revenues and gross margin rates as an update to investors. We communicate this information to investors via London Stock Exchange’s Regulatory New Service. At this stage, we do not plan to host regular conference calls. You may also register on the DDD website as a shareholder and announcements related to these matters and other company activities are routinely sent. Here is the link: https://app.expressemailmarketing.com/Survey.aspx?SFID=78721 Kindest Regards, DDD Group plc
Intel Visual Adrenaline -- good article. DDD could be going everywhere Intel goes. October 2011 edition - page 23 – link to magazine: http://software.intel.com/sites/billboard/sites/default/files/issues/flipbook/issue_11/index.html