Member Info for West11

Very much agree... Last 2 days have been brutal in the stock market, even starship MONI was down almost 20% last week..... ACTA buying has been pretty much relentless for over a week.... And as we note Friday there where 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...

Just a few hours and we can draw a line in sand.....closely followed by lift off 5p....6p....7p.... Really don't see why we don't go straight to 20m market cap.... Still ridiculously cheap... That would equate to 17p...., hence not sure why we are even talking single digits..

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 Chairman 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

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

TRIVIA: almost 3 years ago, DDD traded at 39p....

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!

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....

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.....

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)

BUYS today....

7p BUY is great way to finish the week.....when compared with overall market, even more encouraging...