Member Info for Basscadet

I disagree about China. I don't think they would attack Taiwan in any scenario. I didn't think Russia would actually attack Ukraine though either. Putin's lost it. I'm not tempted to sell anything yet. This isn't going to go well for Russia. We'll probably face increased inflation which will be a dampner like you say Alwaysone but overall the tech sector should be pretty much inaffected. All bets are off if things really escalate and they cut an Internet cable or something.

I've heard some commentators say that if Putin gets away with this China will become emboldened toward Taiwan. If China did show such aggression it would be terrible for IQE. IQE has a big factory in Taiwan and the impact on the supply chain would result in fewer orders from customers all over the world.

I am surprised by this. Can't think of any reason why the US would push for war but agreed with BYB that it wouldn't happen. Putin has been psychotic but rational up to now. That spectacle a couple of days ago where he recognised the breakaway republics was demented. The rational part is gone.

It's great to see the contracts start to come in.

Pressing ahead for a 2022 launch despite recent claims of a delay. No concrete suggestions yet that any NANO powered sensors will be in it.

https://arstechnica.com/gadgets/2022/02/apples-ar-vr-headset-isnt-just-a-prototype-anymore-sources-say/

Definitely could be. The presence of the laser diode implies it's a VCSEL unit but the receptor could be enhanced with nanoparticles to get the required sensitivity.

Unfortunately the fact that Nanoco's presentation is clear and simple whereas Samsung's is confusing and complex doesn't mean Samsung is wrong. It will come down to the judgement of the panel based on the cross examination of the experts. Not many really have a good idea which way it will go. Those that do might well expect there to be better entry points to come based on their knowledge of the process.

It's nice to see both presentations and the arguments put forward in more layman like terms. Still can't pick between them though because it will all come down to which experts are believed.

Interesting new string to the company's bow. Enhanced mineral recovery is another market that's creating a lot of buzz and enhances ESG credentials.

Very good presentation. Even I can understand it.

Except that enviornmentally harmful industries make up more than half of global subsideis including hydorcarbons which is at the top. Levelling the playing field would greatly help companies's reach their ESG targets.

There must be at least 1 patent infringment suit for every Samsung product.

Hardly ever post here while waiting around for the share to do something and didn't want to after the RNA as I was worried that REEs were being used to distract from poor gold grades. They are very common in the earth's crust, extremely difficult to separate and expensive to produce after all. I've been reassured by the extra data released and subsequent rise in SP however. IC has an interesting article with some background on the market and a few snippets of information.

Basically there's a massive opportunity in the strong magnet elements (the COBR have found) market and lots of support from various governments on the way that will hopefully help out but it will be expensive and difficult. If COBR can prove up a significant resource they should be able to attract a good quality farm in or JV with a big company to do the hard work.

For those that have a subscription (apologies if already posted): https://www.investorschronicle.co.uk/news/2022/02/17/rare-earths-set-for-rare-returns-as-demand-grows/

Yep, looked like Drew bought the shares bacause he thought it was a good bet. Downside of this is that there can't be any big news coming up or he would have been restricted from doing so.

Ah okay. If it's part of the agreement with EFH it's just a nice headline. There are still questions of course. The agreement says he has to purchase the shares back at 43.96p. Doesn't say anything about buying cheaper and transferring them? I would think it must be related though as this is not normal behaviour :-)

Am I reading it correctly? Drew Nelson bought £1.5M worth of shares and it's not part of a reward package? That's a hell of a buy if so. Let no one say the directors never show confidence.

I wonder if it's some rubbed off buzz from Intel's takeover of Tower Semiconductor.

Yeah sorry. It's just my ears prick up whenever I hear that the government is investing in cutting edge businesses despite their strong belief in letting the free market do it's thing. Sounds like a Levelling Up puff piece to me. The government's always picked winners and losers and there's no more investment going in now than there ever has been. I assume the article is talking about needle coke. It's widely produced globally. Hull is nothing special but it is a good thing that one of the raw materials for LION battery production can be produced locally. Hydrocarbons being a key part of solving global warming is as Anjago said - priceless. There will be companies trying to offset their emmisions agains north sea drilling next.

What a dereadfully ill informed or willfully green washed article but it does highlight just what a fantasy it is to think Britain will have any say in future energy by going it alone.

If Samsung were forced to sign a licensing agreement with Nanoco and QLED screen use 3x the QDs supposedly the agreement would be for QDs used not sold on to the end customer so, royalties to Nanoco would be 3x 3x current gen per screen taking into account the 30% panel yield?