Member Info for faz147

The only news which I think is likely over the next few months is the trading update at the end of July, like we had last year, although even that is never guaranteed. Also CY stated recently (before license deal announced on 7th June) that DDD were negotiating with several potential license partners, and that he expected to sign at least 3 during this year. So reasonable to expect a further 2 license deals before the end of the year, although probability and timing of any such announcement is difficult to call. The introduction of Windows 8 this year has been a negative for DDD, as none of the initial PC's utilising Windows 8 will use TriDef conversion software. The company has said they believe shipments of PC's containing TriDef will fall this year, but hope that will be offset by sales of TV's, and tablets containing TriDef. I am yet to be convinced of the potential for sales of tablets with 2D to 3D conversion. Only time will tell.

My investment in DDD recently at 15p was based on my fundamental research which led me to the conclusion that it was undervalued. When I bought, I felt that the price had hit an unrealistic low, and without doing any detailed TA I bought a small speculative stake. I knew at the time that one of the disadvantages of investing in DDD is the lack of love and interest it seems to get from the market. The chart certainly seems to be building up to a breakout of some description, but with the lack of buying over the last few weeks, I decided my chances of making a significant profit are greater in IMM for the mean time. Should IMM get the Kumo breakout, I will consider top-slicing and parking some of the profit back into DDD, depending on the SP here at the time. I would appreciate your reading of the situation here and a view of your Ichimoku for DDD as I still haven't really got very far with plotting my own. I have been reading up on the art and studying others charts, and I am starting to get a grip on the thinking behind the different indicators. Got a lot on today so will probably not be able to reply to your email until tonight. Thanks again

DDD ready to rise DDD is currently cementing its place as the leader in the 2D to 3D conversion market, and TriDef is becoming the recognised as the standard technology solution. If this continues, and DDD signs a further 2 or more license deals this years as CY said they expect to, then IMO this will have to re-rate to a much more realistic valuation for a market leader in a booming market. My short-term target is 25p which could be achieved in a couple of trading sessions on good news RNS or a buy tip in one of the papers (look at AFC today, up 28%+) and medium-term I feel c.44p would be a fair valuation. All IMO so DYOR

http://www.investegate.co.uk/ddd-group-plc--ddd-/rns/3d-tablet-license-agreement/201306070700055346G/ DDD Group plc (AIM: DDD; OTCQX: DDDGY), the 3D solutions company, has licensed its TriDef 3D Mobile content solutions to Hampoo Science & Technology Co. Ltd for the world's first 10.1" glasses-free 3D tablets for mass production. Based in China, Hampoo is a leading innovative mobile interactive device solution provider. Hampoo's new 10.1" tablets are being showcased at Computex 2013 this week in Taipei. These devices use the TriDef 3D Mobile solution to automatically convert 2D photos, videos and games into 3D. The screens are high definition and provide 3D viewing without the need to wear glasses. The tablets are expected to launch in the third quarter of 2013. DDD will receive quarterly royalty revenues from Hampoo based on the volume of 3D tablets shipped. TriDef 3D Mobile allows over 50 of the latest popular Android mobile games, including "Angry Birds", "Blood and Glory" and "Cordy", to be played in stereoscopic 3D 'off the shelf', even though the games were not specifically developed for 3D. The Hampoo tablets are also compatible with the soon-to-be-released Yabazam 3D Android app, which provides the same original 3D programming available via DDD's Yabazam content portal. Yabazam has over 80 streaming 3D movie titles for viewing on 3D consumer devices and that number is expected to grow significantly over the next year. Chris Yewdall, Chief Executive of DDD, said: "Our TriDef 3D Mobile solution is gaining traction in the rapidly developing 3D glasses-free tablet market. We are pleased to be welcoming Hampoo as our latest licensee as it prepares to launch the world's first 3D tablet for mass production." Star Wang, Chief Executive of Hampoo, said: "With DDD's proven TriDef 3D solutions we can offer a full range of 3D entertainment and gaming with our new glasses-free 3D tablets, which is very important for our customers. We are committed to bringing more innovative solutions to the market in future."

I've been watching DDD and had it on my watchlist for around 5 years now. I have been actively researching the company for the last couple of months, and as it dropped from high 20's to low 20's, I began to get really interested. I only buy into companies on AIM who I believe have the potential to be market-leaders for the foreseeable future. That is exactly what I predict for DDD. They currently sell their technology fairly cheaply to ensure that as many major OEM's as possible use their technology. I believe they will cement their place in the 3D marketplace through a combination of good value and ease of use, meaning majors such as Samsung and LG will start to rely on DDD's tech more and more. As this happens, and the 3D market continues to grow as it is anticipated to, DDD will be able to increase the price of their technology, meaning better bottom line profits. I checked the limits a few minutes ago after the ask dropped to 15p, and Lloyds online were offering a price for up to 150,000 shares, but I could only get a quote to buy a max of 1,500 shares. So if you have the holding you can sell 100 x what you can buy! I grabbed 1,000 and 1,500 shares at 15p, and may look to add further if it goes much lower, or on signs that some demand is returning for the stock and the SP is stabilising. I don't think this is a 50p by xmas stock, despite broker targets etc, but at current prices 50p in the next 2 years or so would still be a very good return, and I believe that is very possible. GLA

I guess it could be down to the fact that the co's cash is steadily dropping and there has been no mention of a fundraising coming (that I have seen). It will be interesting to see of there is an announcement tomorrow, or if the drop continues. I might be tempted to have a small punt if it drops much further as they seem to have some decent prospects. Will be a very speculative buy though if I do. GLA

Why the 15% drop today? Not holding any at the moment but have done in the past and saw the recent JV with Randgold, so getting interested again.

Sorry to hear about this going into admin, I'm just wondering, as an ex-shareholder of ECV, who got bored and moved on, whether any of you will consider buying into ECV now that their main competition are struggling? Or does no-one here have any interest in ECV? Thanks in advance for your thoughts.

The annoying thing is that this sort of behaviour occurs all too frequently on AIM, and very rarely are companies held accountable for the significant losses PI's suffer as a result of irresponsible management. On a more cheerful note, since I posted on here on the 8th October suggesting people look into AFC Energy, their SP has increased from circa 27p to circa 44.63p, approximatey a 66% return in a very short time. Roman Abramovich has bough a 15% stake in the company, and there is much more news due in the near future. DYOR

PI's have been completely shafted here, currrent SP 8-10p, down 52% since the RNS, which was less than an hour ago! Feel sorry for those who have invested here at much higher levels. So glad I didn't convince myself to speculate. I suppose in hindsight the signs were there that something was not right. O/T but anyone reading this BB way wish to check out AFC Energy. Blue-chip leadership, several global partners, funded until at least late next year, no debt, SP in positive uptrend, very positive sounds coming out about the ongoing trials at Akzo Nobel, commercialisation underway, deals signed with Industrial Chemicals Ltd, something soon to be announced regarding Korean industrial or manufacturing partner, very positive recent independent review of progress by CPI, new production facility operational, broker note due, and so much more. The following video is a good place to start for anyone interested. http://www.youtube.com/watch?v=qIMGezDcquQ&feature=plcp It has had more than twice as many views as any of the other videos from the Investing in Fuel Cells conference. The CEO of AFC Energy is Ian Williamson, who is also President of the European Hydrogen Association, Director of the UK Hydrogen and Fuel Cell Association, Vice President of PATH (Partnership for Advancing the Transition to Hydrogen), and Director of CENEX (UK Centre of Excellence for Low Carbon Vehicle Tech). He is also a founding member of the EU Joint Technology Initiative. He also has 26 years experience working for Air Products. In my opinion the company is significantly undervalued at present because the wider market is yet to wake up to the staggering potential, and the fact that Ian Williamson (Mr Hydrogen) says that "If we're not competing on a like for like basis with gas turbines by 2016 then we haven't done our job" shows how confident he is in the technology. As long-term investments go, I believe you will do very well to find anything that even comes close to having the potential to multi-bag that AFC has, and I've been looking for about 4 years. All IMO so please DYOR, just a friendly heads up! =)

SP has now dropped to 20.5p, or 0.041p pre-consolidation, which I believe is an all time low. I appreciate the well documented issues the company has had with working capital and cashflows, but surely if this is going to continue as a going concern for the foreseeable future then at some point there will be a reversal in the SP? I'm tempted to do a very small speculative buy on the basis that I will either lose it all or possibly make a very handsome return. I have been following IHP and then DLM for quite a while, without ever buying, but I'm starting to get that feeling like there could be some serious gains over the next few weeks and months once the dust has settled from the consolidation. All IMO and yet to convince myself!!

Still following MBO in case of a transformational development, but maintain my view that comparisons with MONI are not only pointless, but actually also quite dangerous. Yes their revenue may be at a similar level to MONI's, but look at MONI's cash, order book, partners, and even more significantly its margin. These are all factors which MBO are in a totally different world to MONI. MBO books all of their airtime sales as revenue, but then has to pass c.95% of this revenue onto the networks if I remember correctly, hence the very small operating and net profits, despite nearly £32m in revenues. I still follow because they seem like a well managed company, they are growing consistently, they are operating in a fast-growing economic zone, in a fast-growing market, and a new partnership or similarly significant announcement could cause a re-rating of the shares. However I feel that at the current time their valuation represents the struggle that they have on their hands in translating their significant and growing revenues into significant profits. Only time will tell, and I will be happy to be proved wrong! ATB

http://www.investegate.co.uk/Article.aspx?id=201207180700119163H Market doesn't seem very impressed with the news, down c.4% so far.

also the trades at 1.45p etc don't exactly inspire confidence!

Cabvision litigation update Eco City Vehicles PLC, the developer and supplier of eco-friendly commercial vehicles and the London licensed Mercedes Vito taxi, is pleased to announce the settlement of all outstanding claims against Cabvision Limited relating to the Cabvision litigation. On 13 July 2012 ECV and certain other Group companies entered into an agreement with a number of third parties which, together with a separate agreement concluded on 6 July 2012 with those who had claims against Cabvision Limited, bring about a full and final settlement of all outstanding claims against Cabvision Limited, ECV and the other Group companies. The performance of the terms of settlement (expected within 21 days) will remove all and any risk of claims against or liability of the Group under Section 51of the Senior Courts Act 1981 or otherwise. This settlement does not involve any cost to the Group. The cash position of the Group however remains tight following the challenging conditions in 2011. The Group continues to maintain the full support of the Pension Scheme and its bank whilst continuing to consider other funding options. Good news for sure, but with that black cloud of funding hanging over their heads, they will do well to attract much interest in the shares short-term. Still watching closely for a swing-play at some point, but not quite yet IMO.

I think that was an issue for DDD in the past, but they seem to have improved their price per unit as large OEM's and other global companies have become somewhat reliant on TriDef, boosting DDD's negotiating position. I believe the issue here to be a similar story to many other young tech companies, the question of how well they can translate revenue growth into bottom line profit growth, and also how well they can protect themselves against rival technologies. These are the areas that I am currently researching before making any decisions on a potential investment in DDD. My new investment strategy is to keep most of my capital in cash, and to only invest in companies where I am confident in their long-term ability to become, or maintain their position as, market-leaders, but also where I believe there are several potential catalysts for short-term appreciation in the shareprice. I only have what for me is a significant amout invested in two companies presently, AFC and MONI. Not ramping them but they are both fantastic companies IMO who have very bright futures, so I would suggest looking into them, as I am with DDD and also GBO.

down another 15% or so since I last posted, and little sign of buyers appearing to absorb all the selling that is going on. There are only c.16 million shares not being held by significant shareholders, so it is likely to be a volatile share for the foreseeable future. This could mean an opportunity to make quick profits if you time the swing trade correctly, but the way the SP is almost continually dropping at the moment I prefer to keep my powder dry and wait for genuine signs of reversal or at least the SP bottoming out with some support being formed. For anyone interested in this company I suggest you have a look through the admission document below. I am working my way through it, quite an interesting read, but I haven't got to the accounts section yet! http://static.globalmarket.com/g/images/investor-relations/docs/328806-021-AsPrint.pdf

another two days, more drops in the SP, and still no sign of the audited results. Really feel for those who put their hard earned cash into this at much higher levels. Would you agree that it seems more like a working capital issue now as opposed to just complications with the Accredit T/O or the audit sign off? Nothing to base that on other than the typically low cash balance the company has had over the last few years, and the lack of explanation for the delay in the results. Anyway, results are due by the 30th June, hope they are not released on the 30th as its a Saturday and everyone will miss it. The amount of speculation on various BB's must have been noted by the company, and IMHO they should have acted to dismiss the rumours that they see to be incorrect! Poor management!

nearly 23% down today, did they just hopelessly overvalue their company on this listing? Currently sells are limited to 150 shares but can buy up to 25,000 shares for less than 99p each! Will be keeping an eye on this for a possible reversal!

Shares are published on here in black when they are on the mid-price, i.e. the price of the trade is exactly half way between the bid and the ask price, for example trades at 25p when the spread is 24.5-25.5p. Sites like this use computer software to calculate buys v sells, and can be unreliable if MM's allow buys below the mid-price, or sells above the mid-price, as the trades are then incorrectly categorised as buys or sells. I am following the development story at DDD with great interest, and constantly watching for a bargain entry point. Are you guys all holding here?