Member Info for West11

Again, Market Cap is way less that price of a house in Prime Central London....let's not lose sight if the fact that even at 8p DDD would be dirty cheap.... Great management team who have proven they can deliver and have clear direction on how to regain profitability...... The traders who bought in yesterday will have made a loss, in a soon as 3 months, DDD may be closer to 8p as increased license revenue could be announced by then...

my take is that results were in line with expected, both in terms of revenue and in terms of adjusted losses. Not great, but we knew vie previous statement what was coming. As many here have concluded, DDD is still very much in the transition stage, there were a couple of positives where we saw bit more cash generated, costs cut but most importantly positioning DDD for a return to profitability, I have highlighted sections below from the RNS that support this: Only additional financial info that was not in Feb interim statement. Other income increased to $415,000 (2012: $79,000). The majority of other income is related to the Australian R&D incentive program which was unavailable to the Group in 2012 due to the timing of incentive program rule changes. The non-cash share-based incentive cost decreased to $426,000 (2012: $733,000). Details on TV Market and Shift to Mobile related devices: Of the markets that the Group is currently active in, the market for 3D consumer devices is the most mature. DisplaySearch, a leading market research firm for the consumer electronics space, reports that 3D TV shipments rose 8.3% to 45 million units in 2013, representing 20.6% of all TVs produced during 2013. DisplaySearch's market research suggests that 3D TV production will continue to grow, as Chinese TV manufacturers aggressively expand their 3D model ranges. In addition to licensing the core 2D to 3D conversion technology to TV chip makers, the Group has recently released its game and video 3D conversion solutions as downloadable software apps, targeted at the growing market for Smart TVs, particularly in China. The market for 3D smartphones and tablets is the next emerging consumer market, where the viewer is able to see the 3D image without the need for any special viewing glasses. Presently the growth is constrained by the availability of the new 'glasses-free' 3D displays however DisplaySearch forecasts that this market will grow to approximately 15 million units per year by 2017. The majority of the Group's new licensees are active in the emerging 3D tablet market. The 3D PC market is presently declining as a result of the general slow down in sales of PCs as consumers switch to tablet devices. While the Group has enjoyed a strong market share in the PC segment during 2009-2013 with over 3.6 million copies of its software shipped by OEMs, absent a turnaround in the fortunes of the PC market in general, the Group does not expect that the 3D PC market will contribute materially to future 3D technology licensing revenues. In the mobile device and tablet market, the Group completed development of the TriDef 3D gaming and TriDef 3D gallery applications for Android devices. The new applications will include a promotional version which will be made available for free in the Google Play app store to introduce the software at no risk for new users. A paid upgrade option is available that enables a fully featured up

Outlook Paolo Bert, CEO, reports: "We believe that Acta is rapidly gaining momentum and is on the verge of breakthrough.  We look forward to the delivery of significant customer orders during the course of the year."

some background and overview for those interested: http://www.interdigital.com/

from March 11, 2014 but reports encouraging news from collaboration with DDD, most impotent take away is the ability to stream on Smartphone and Tablet with reduced bandwidth consumption, see article: http://www.interdigital.com/video/interdigital-and-ddd-improve-video-streaming-through-3d-conversion-technology#.U0xQTmBtDw4

can we do this again tomorrow...?? Today's Share Risers Price Volume Change Low High Galantas Gold (GAL) 5.125 4,424,933 286.79% 5.125 5.50 Caracal Energy (CRCL) 530.00 36,825,635 54.97% 331.25 547.00 Elderstreet (EDV) 77.50 119 42.86% 77.50 77.50 DDD Group (DDD) 5.375 2,590,392 34.38% 4.00 5.75 Chrysalis Vct (CYS) 66.00 61,689 30.69% 58.50 66.00 Fitbug (FITB) 0.65 1,870,450 23.81% 0.55 0.65 Oilex (OEX) 5.95 33,066,394 20.20% 5.00 6.20 Gowin New En. (GWIN) 6.125 376,917 19.51% 5.125 6.125 New World Res A (NWR) 39.50 80,162 14.49% 35.75 39.50 Tricor (TRIC) 2.00 25,895 14.29% 2.00 2.00 Immupharma (IMM) 57.50 353,808 13.86% 50.50 57.50 600 Group (SIXH) 21.25 1,283,353 13.33% 18.75 22.75 Talvivaara Mining (TALV) 5.18 3,650,471 12.12% 4.91 5.42 French Connection Group (FCCN) 74.25 1,773,931 10.82% 69.00 77.00 Spectra (Unres) (SPSY) 20.50 30,000 10.81% 18.50 21.25 Kibo Mining (KIBO) 2.625 775,833 10.53% 2.375 2.625 Bond Intl.soft. (BDI) 113.00 66,370 10.24% 102.50 113.00 Mirland Dev. (MLD) 270.00 4,500 10.20% 250.00 270.00 Tri-star Res. (TSTR) 0.22 3,401,434 10.00% 0.205 0.22 Tower Resources (TRP) 4.425 111,205,191 9.94% 4.025 4.925 Lp Hill (LPH) 19.75 149,412 9.72% 18.50 22.50 Mosman Oil Gas (MSMN) 7.375 135,793 9.26% 6.75 7.375 Martinco (MCO) 140.50 173,696 8.91% 139.00 149.50 Microsaic (MSYS) 46.50 1,008,148 8.14% 43.00 47.00 Rare Earth (REG) 35.00 100 7.69% 32.50 35.00

Excellent Marsh, and very good answer!!! COMS has an extremely active BB, as a result trolls get massively shot down down...have to say, compared with last couple of weeks, DDD board is way more active, so who knows...

can anyone explain why COMS (another stock with I own) has a market cap of £64Million (over 10x that of DDD) has revenue of £1.62M at last earnings (less than DDD's £2.3M) and is losing money, but close to profitability....that Market Cap reflects the fact that Coms is down almost 50% from recent highs.... Don't get me wrong, I think Cloud tech is the place to be and like DDD, COMS managment team has a huge amount of experience and ability to execute....just wanted to bring this up as it highlights how undervalued DDD is....again, this is a question, feel free to shoot this one down...

can anyone explain why the Market Cap of DDD is less that half the price of a townhouse in Kensington Chelsea Borough....? seems bizarre!!

good article Ka, not sure if it would be in shareholders long term interests, but a company like Siemens could easily snap up a tiny company like ACTA... the longer out Market Cap languishes at less than price of a Prime London townhouse, the greater the risk we get snapped up for 30, 30 even 40M.....even 40M is still tiny given where I think we can be in 18 to 24 months....

dude!! sounds a bit like your life.... these poor guys like Hans Snook, Bob Morton and all the investors linked to the 55% Institutional Investor's....you best go warn them all before they lose 10's of millions £££ as a result of the impending disaster that is DDD... indeed, have a good evening!!

can't mate, wormwood scrubs!! ;)

that 4.75 must be a late trade from this morning or last week....

6p+ tomorrow open would be good start!

correct!! Haystack, very cognisant are you!! hence my comment earlier, we may get a footnote to earnings giving us some indication how this shift to Tablet and Smartphone market is developing....maybe, maybe not.....again, non public...

yes....cant say too much, you know the rules...but way more buy orders than sell..

Haystack, read below, as of Dec 31, 2013 (this is extract from Feb 2014 statement) USD 2.7M in cash: Gross margin is expected to be 99%, up two percentage points from 2012. Cash and receivables (including earned royalties) at the end of the period were in excess of $3 million of which net cash was $2.7 million (net cash as at 31 Dec 2012: $3.6m) and the Group has no debt.

Buy orders lining up again....

if I saw these guys bailing, clearly they see the future very differently to Haystack: 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

you miss the point Haystack, USD 3.6 is a little over £2.2M, company has £2M in cash and you are NOT accounting for revenue from shift in business.....(which as yet is NON Public)..... even based on above numbers alone, DDD' s market cap is a little over 2.5 x sales...cheap by any metric....