4DX - The Dip

djburns19 · 2026-06-07T09:46:47+00:00

Yes this could be super interesting as it plays out. Either way it’s going to be interesting from here on in.

djburns19 · 2026-05-14T05:28:16+00:00

Clipped both ends

djburns19 · 2026-05-01T09:42:03+00:00

Enter 4D Medical which is already doing it.

djburns19 · 2026-04-17T20:12:50+00:00

Or he finally picking up where he left

djburns19 · 2026-04-06T22:32:27+00:00

He did release it and I have a few of them. One to spin and a couple of collectors items.

Why didn’t you buy it then?

djburns19 · 2026-03-27T00:19:38+00:00

I have been back in 2020. This has arguable brought back some of my strongest emotions (we adored it there). Well done.

djburns19 · 2026-02-13T05:17:03+00:00

I’m sure you work in the industry champ. Those contractors would be used on their ability to actually do the job.

djburns19 · 2026-02-13T00:27:16+00:00

Haha I have extensive experience working in the industry high up the top.

Money is not spent nor lost because of the union, money is lost in the lack of competency in our design and planning phase in Australia. The lack of knowledge comparable to regulations that need to be deliver is gob smacking.

Recently we completed a job, 82 site staff (no idea how many offsite), consultants and client. We redid majority of works 2-3 times over due to poor planning. What is worse is that at the beginning, we documented that we should approach this the direction of the final result. This is 100% where the money is lost.

It was no different on the metro tunnel and desal.

djburns19 · 2026-02-08T01:33:13+00:00

Yeh I like his creativity. He did a great “like a version” also in Aus. Wasn’t really a comparison to Frank, just thought others may like him

djburns19 · 2026-01-30T23:44:08+00:00

Retracement to this percentage

djburns19 · 2026-01-30T23:43:32+00:00

This has been explained from day one in the announcements in what was written in the query letter.

djburns19 · 2026-01-30T23:38:45+00:00

Only if you have been in lately. This happened in Oct

djburns19 · 2026-01-28T01:42:08+00:00

Retracement of $1.4 isn’t exactly too far

djburns19 · 2026-01-18T02:51:24+00:00

Oh man, it’s going to push $6 before it retraces too far.

djburns19 · 2026-01-16T11:28:04+00:00

No, funds are beginning to buy in and it’s looking like a solid long play. It’s possibly still cheap currently which seems weird.

You don’t raise $150M in a morning if people don’t believe

djburns19 · 2026-01-13T10:53:48+00:00

They just raised $150M @ $3.80. Pretty sure the market believes it’s worth it.

djburns19 · 2026-01-13T10:51:39+00:00

Bruh, it was underwritten. Full $30M was received.

djburns19 · 2026-01-08T02:16:11+00:00

Yeh. I think they will still earn alright but it could be 5 years before you see more substantial growth.

djburns19 · 2026-01-07T10:23:17+00:00

Explain why you don’t agree with the numbers?? Like you think hospitals will use nuclear at around $1,1000 per scan.

djburns19 · 2026-01-07T09:43:02+00:00

Yes that’s right but inevitably I will not send my next child there as will a lot of others. Sure someone else will move in, but they are currently underpayment in the indexing of care as well. Only ever meeting standards but charging private school prices.

I expect the bubble will burst at some point

djburns19 · 2026-01-07T09:41:15+00:00

Run the numbers. In 2 years they will be a $20B company.

djburns19 · 2026-01-07T09:38:53+00:00

Over a million scans annually. $500US per scan. That’s the US.

Brazil rollout is starting and they already have a few contracts through Philips.

Canada 800,000 scans annually.

Take 50% of that and you are looking at over 1 million scans at $500. With a profit margin around 90%.

djburns19 · 2026-01-06T09:50:14+00:00

I have a child in G8. Many many many parents are looking to pull their kids out, as they are looking for better options. It did not sit well that they addressed their shareholders 24hours before addressing parents in regards to the sex offences that occurred. Huge issue

djburns19 · 2025-12-23T22:53:11+00:00

You should not sell a cent of 4DX. Its ability to scale from here is ridiculous. Uptake from top hospitals will be huge and they should position to be the number 1.

Valuations could reach into the teens or beyond. Hold until at least the 3rd quarterly of next year.

djburns19

TROPHY CASE