Member Info for West11

breaking out!!

only over the last 12+ months has SP dropped after earnings....for all the OLD reasons we know...

Haystack, 3 D smartphones non existent, again, Amazon is about to change that.... Again, earnings to be released this week are currently NON public information, you seem vey confident that you know what they will say... what we do know for sure is what was announced in Feb interims, 38M units shipped versus 26M year prior...

if I were paying 24p a share for DDD (as I did 2 years ago...), then I may have some valuation concerns, or look elsewhere to invest, however, SP at current levels and indeed up to a SP of around 15p, I am comfortable holding and building to my position.... same stance I assume as Hans Snook, Bob Morton and the II's.........who all bought in far higher than current levels (same can be said for insiders....all bought in way over 6p and in some cases 14p)...

Haystack, to the contrary, 38Million (announced in preliminary numbers back in Feb) units shipped verus 26M year prior does not indicate "bad" (whatever than means) revenue numbers.... why do you talk about PC and TV...again, company has shifted focus to Smartphone and Tablet market.... we will all know for sure the extend to how that has impacted on revenue when earnings are announced....caveat being, this is still a work in progress, hence for me, I will be most encouraged just hear a footnote to earnings saying they are gaining traction in Tablet and Smartphone world... As I have mentioned, I ave confidence that Management can deliver and the SP more than reflects all the old news that you keep referring to....

if you know that DDD has no revenue from Tablet Business, then you must be party to NON Public information...? In the technology sector, there are always "other players" out there, hence a company with industry veterens with decades of experience is an important aspect to investing....I am certain that Chris Yewdall and the other DDD Board Members are fully aware of their competitors and where the market is going longer term..... DDD with TriDef (now at over 38 Millions installed) still has an expanding market sector precisely due to its affordability......... DDD has rightly shifted its focus to the Mobile wold of Tablets and Smartphones, however, this sector as whole has suffered from bandwidth issues, 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, do not see your claim of red Herring justified by such actions..? As mentioned on this board a couple of times, Amazon's unveiling in June 2014 a 3D Glasses Free Smartphone (on sale Sept) is an endorsement and only the beginning, DDD is now very well positioned, 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 Finally with a Market Cap of less than 6M, less than 3x sales and with a further £2M in cash at end of last year....from a pure valuation/fundamental investment perspective...DDD has little downside....

you can also ask Hans Snook why the interest..? as you may know, he is one of wealthiest guys in UK and is on Board of DDD and owns 4M shares, if you don't like his response, these guys may also be worth posing this question to: Institutional Investors and large (3%+) holders of DDD, Bob Morton I am told is the UK version of Warren Buffet..? 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

Haystack, you are missing 2 crucially important facts.... 1) thePC related revenue drop is old news and way more than priced in, hence the drop from 40p to 4p..... 2) and more importantly, as Equity prices are generally forward looking, DDD has spent last year shiftings its focus to Tablet and Smartphone market....

yes Alw, we are sitting here at 7p, just ready to break out to upside IMO.... we know ACTA will hit 8p+ almost immediately, hence if waiting for news, you will miss 20% plus upside....we already know M-Field deals in Taiwan will generate revenue of up yo £240,000...

another run at 6p.....

highest volume for months, good to see as it adds some foundation to this move of the multi year lows....still long long way to go.....

thing we just need a bit more awareness of ACTA, very much below the radar, only explanation as to why we are undervalued to competitors by every metric....you know it is very much the case when even these guys can get heard.. ACTA: Cantor Fitzgerald reinstates with a target price of 13p and a buy recommendation. ACTA: 27-Mar-14 Seymour Pierce Buy - 13.00p Restart Coverage

yes, just fixed it, apologies, mate

my last post about Directors Holdings for DDD was to be as follows, 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

ACTA has been all buys for over a week....pretty much ZERO sellers. We all know that orders are in final negotiation stages, hence it would be silly to miss the RNS.... As we know, only 65M shares on market, hence we fly high very quickly..... This week will be very good, I expect to break 8p...and with RNS, who knows...

Agreed, if they are day traders, then they just gave up chunk of cash to the MM's.....clearly they have not done their research if selling at these levels....

this is my personal experience with DDD: 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 presents great investment opportunity at current levels!!!! IMHO....

for those new to DDD, see Bloomberg 3 year chart below: http://www.bloomberg.com/quote/DDD:LN/chart

ACTA has been all buys for over a week....pretty much ZERO sellers. We all know that orders are in final negotiation stages, hence it would be silly to miss the RNS.... As we know, only 65M shares on market, hence we fly high very quickly..... This week will be very good, I expect to break 8p...and with RNS, who knows...

many of you may know of Hans Snook, founder of Orange Telecom and one richest guys in UK, you will also be aware that Hans is non-executive Director of DDD and you will see from below that he holds over 4M shares of DDD: http://investing.businessweek.com/research/stocks/people/person.asp?personId=1200696&ticker=DDD:LN&previousCapId=96081&previousTitle=NIC%20INC