Member Info for amerloque

Blitzed: ??Not so irresponsible to suggest an increase of less that 8-13 pence. Much less that many others are suggesting. Expectations are reasonably high given likelihood of a PTAB win and commercial production beginning shortly.

Old news, but significant:
"On February 28, the firm announced that it was introducing the third generation of MEMS sensors, which will enable the next upgrade in performance and features for smartphones, and across a range of industries, including healthcare and retail. These sensors by STMicroelectronics N.V. (NYSE:STM) can provide the highest accuracy for product features including activity detection, indoor navigation, and precision industrial sensing."

9to5mac.com/2022/04/05/wwdc-2022-now-official-what-to-expect/

"Compared to the past two years of virtual WWDC events, Apple adds that this year it will offer “more information sessions, more cutting-edge learning labs, more digital lounges to engage with attendee"...giving developers access to Apple engineers and technologies to learn how to create groundbreaking apps and interactive experiences."

"WWDC22 invites developers from around the world to come together to explore how to bring their best ideas to life and push the envelope of what’s possible. "

Is this partially in preparation of SWIR capabilities? If planning to release a SWIR product, Apple would need to train developers NOW and get feedback and application ideas. We can expect a huge and widely diverse number of additional apps. If Nanoco QDs are involved, this will greatly expand Nanoco QD need.

I seem to remember that she admitted to struggling with the problem for 5 or 6 years before she contacted Nanoco.

Nano: We have accused Samsung of stealing IP, but that is beside the point. As JBongo stated, the email admission by Samsung's top scientist compellingly counters Samsung's contention that Nanoco's patents are obvious to a POSITA. Smoking Gun!!

Perhaps, Nanoco is reserving this argument in case the lose the case and then need to appeal.

Bucheron: How have you concluded that the PTAB trial finishes today?

Yep. Person skilled in the art of IP theft! I once read that she eventually received Samsungs top scientific award for her work in developing Cadmium Free Quantum Dots.

Ignoring the transcripts, it seems an obvious slam dunk. Samsung's legal position was that Nanoco's patents were invalid because they should have been obvious to a Person of Ordinary Skill In the Art (POSITA). How is that Samsung, one of the biggest and more advanced companies in the world had never managed to hire a scientist of ORDINARY SKILL IN THE ART? I understand that their top scientist admitted defeat after working five years to solve the puzzle and ultimately requested Nanoco's help.

Please explain, BTB, specifically how treating the outcome as 50/50 should influence our investment decision. According to one patent rating firm, there is greater than an ~85 % chance of at least one patent being confirmed, between 50% and ~85% of each of the other patents being confirmed. This was prior to the lawsuit. Additionally, there seems to be a consensus of opinion that the lawsuit transcripts greatly favored Nanoco. According to you, there now exists a 50% possibility of losing the lawsuit and seeing Nanoco's value drop back in the teens or less. You estimate a 50% chance of investors seeing a ten bagger or more. Looks like an exceptionally good bet.

JBongo: I don't think your suggestion makes much sense. Let's not continue.

I agree, BC.

Perhaps you are right, JBongo. If you are right, no problem; If I am right and lawyers do not protect Nanoco and its shareholders, we end up with much less. Why not be cautious?

The dollar is in serious trouble. The Euro is not doing so great. I hate to think what would happen if the dollar were no longer the world's currency. Russia, China and others have been pushing to replace the dollar and will probably succeed at some point. As the US debt grows out of control, how much longer will the world put up with it? Just like Germany, the USA has tremendous debts that they are barely able to pay today (thanks to low interest rates). Interest rates could rise substantially, and such a rise would force a default in debt payments. This plus the demise of the dollar would create much the same issues leading to German and Venezuelan hyperinflation--politicians who wish to stay in power no matter the cost, inability to pay debts, loss of confidence in the currency, and in ultimate lack of trust in the leaders.

I can't answer that, nanoged. I doubt it. I am more concerned about repeating Germany's hyperinflation of the 1920's. If that happens, delayed cash rewards would disintegrate.

The following comments assume that StMicro will use Nanoco QDs. I have no reason to believe they won't. I do expect that STMIcro would not commit this much money without a backup plan, possibly even one that includes Samsung.

While high inflation will place a drag on the economy and reduce consumer buying, I don't expect that Nanoco will be visibly affected since their revenue is currently next to nothing. Yet, the platform potential is huge. According to STMicro and Nanoco, quantum particles are transformative. STMicro, for example, state that its Quantum Dots based products will transform the industry. They will offer far more capability at a fraction of the price and also reduce energy costs--win, win, win. While manufacturers might eventually choose a non-STMicro solution, whichever product they choose will likely include Quantum Dots. Nanoco and STMicro also check a number of other boxes--environment, energy, new and enhanced capabilities, cost reduction, micro machines, size reduction, transformative. While the war in Ukraine impacted STMicro shares recently, they are recovering well. A war would be the worst case, but it appears that quantum dots and STMicro products will be used in any war.

I don't know. I am concerned that once the court determines the award, Nanoco will drag out the payment. Mintz could hopefully arrange to have the award paid in a somewhat inflation proof form, perhaps in Samsung's or other share and include a proviso protecting Nanoco from Samsung manipulation.

I invested in Nanoco more than ten years ago because I like investing in disruptive technology. I failed to account for predators such as Samsung who use their domination of world markets to disrupt and block free markets. Although Samsung will not be Nanoco's last evil foe, I have the strong sense that Nanoco will no longer be a pushover and will be able to defend its territory. We now find ourselves in an inflationary spiral in which it is foolhardy to sit on too much cash. This greatly reduces Nanoco's investment risk.

Due to Nanoco's STMicro association, I investigated the latter and found that they are disrupting most of their markets. For this reason, I see STMicro bearing little risk with significant potential gain. Their semiconductor products tend to reduce both end-product and energy costs while transforming the world. It occurs to me that 2024 STMicro call options (strike price near the current price) may offer an inflation hedge and produce significant profit with little risk. STMicro now sits below 45 Euro and was recently above 52. The average analyst target price is 62 Euro. Note that I do not recommend holding near-term options for very long as many years ago I made $100K overnight, then lost it entirely two weeks later. Option profitability can be short-lived. Does anyone have any thoughts on this?

I agree, Hawi, that Nanoco probably delayed the earnings release in order to impart more positive news. I suspect April 12 was selected because they could delay no longer. Yet, the additional time might have proved fruitful. I commend them. We will probably receive commercial sales details and increased perspective regarding the lawsuit.

I never intended to belittle the lawsuit, BC. It is of huge importance because it will fund research and development and lead to much more business. Yet, having been invested for more than 10 years, my perspective is different from many on this board. I believed that Nanoco's potential and needed confirmation that this technology had real value. Otherwise, it brings to mind Sears and Roebuck analysts stating many years ago that their strong balance sheet guaranteed a positive future. Sears is moribund, today. Money without a plan has no future.

You were right, Hawi. Commercialization is more important than the settlement. After so many years, Nanoco desperately needed to prove that it could commercialize something of real value.