Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
https://www.t3.com/news/face-id-wont-be-hiding-under-your-iphone-screen-any-time-soon-says-expert
The fall of the last few days is down to the market. The fall after the operations update and the surprise utilities interruption impact is down to pi55 poor communication. If market sentiment picks up it can easily drift back up over 9p. If, as Leon said in the interview, the disruption was actually good for JLP and he can show it on the 20th it might erase the loss from the update.
It's all very unceremonious. No reason given or even thanking him for his service. That's unnerving. We all know that contracts will grow slowly. The benefits of graphene will take a long time to demonstrate. It's also not surprising it'll need funding. Ricket's said so in the results. You might be right KAM12345. Markets aren't biting for that funding. For me, they really need to pare everything back to the bare bones to concentrate on where things are picking up - fabrics and concrete. Feels like there's a big recession coming and there's not going to be much money available to anyone for a while.
Bring it on. However we get away from filthy fossil fuels is fine and the sooner the better. Improving battery technology almost certainly moving away from the materials we use today will get there but these are research papers. Nothing published now will be in commercial production for at least a decade and will have to pass many a test first. Lots of cobalt will be needed in the meantime. If China's stanglehold over DRC can't be broken and Russia remains persona non grata then any production from Zambia will be in high demand.
I think The Indy hired someone last year who likes writing these change the world technology pieces about things that are still at the early research stage. So far from commercialisation that it's not worth printing. Really going down hill IMO. They fell hook like and sinker for the fusion getting more energy out than being put in one for example.
You have to pay close attention to the RNA unhooked. Nothing contradictory with previous guidance. "FY22 results remain in line with the update provided on 16 January 2023" FY22 guidance hasn't changed. Which is good since that period is over! lol
There's a fall in orders for H1 2023 which hasn't been specifically guided and they don't state any change in guidance for FY23. So we'll have to wait and see how inventory rundown acceleration and return to growth in H223 actually plays out.
I honestly think it's because China has stockpiled resources in advance of reopening and now isn't reopening as strongly as the market anticipated combined with Powel being hawkish this week. The market is fearing recession.
Very important the UK gets back into Horizon to save any vestigaes of research left in the country and that IQE involves itself all it can but those are long term projects. Wouldn't bear any fruit for IQE until well after the business cycle has turned around.
Just read the article. Let's face it the UK will do diddly squat. The Tories don't have the first idea how to grow and support an economy that can sustain innovation or more specfically have any clue about technology. The entirety of the strategy since Cameron came in has been to shout from the rooftops about Britain being the greatest tech hub in the world whenever Facebook hires a couple of thousand engineers in London and keep quiet when they make then redundant a few years later.
Crikey. Not sure what this means for us beyond the .2015 share for a share number. Given the current cap of £167m and expected cap of $425 doesn't look like a good deal. Fair value on that basis would be around .47 a share I think. I suppose it gives us more money to progress the clinical prgramme.
Does anyone know what the mechanics are for getting the Nasdaq only shares are please?
Surely that proves the soundness of a multi-metal strategy BT. Chrome is the saviour when the rest suffer one off power and water issues. One of the others will be the saviour when chrome struggles.
Very difficult to know what to make of it. As much as anything because the 18 month reporting period seems so weird. Increased revenues is welcome and £11m is starting to feel like it's significant but it's hard to know how much is recurring with all the grants and one off collaboration and early product development agreements. The company's invested a lot over the period and so the loss is understandable. Overall it feels like an inflection point. Lots of recurring revenue contracts that might turn into something sigificant and long term in textiles and construction but further funding is needed. Glad they're streamlining to control costs while concetrating on those market sentors in the near term.