Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
I'll go with Samsung settlement first just based on the following slightly tortured logic. The trading update with the recent fundraise stated, "The Company's cash runway will now extend past the key strategic milestones of production order visibility and the outcome of the Samsung litigation trial - both expected in H2 CY2022 or shortly thereafter."
The timeline for the trial is known so the shortly thereafter must refer to order visibility. It's worst case expectation though.
You seem to be reading a lot more into this than necessary. I'm just disagreeing on the points about diplomacy and the apporach of the EU. That's all. We'll not get to the bottom of it either way so not much point carrying on.
"I voiced an opinion about how we expand and neither of you were able to offer a full differing opinion to counter my statement." I'm not trying to counter your statement. However, the fact the board doesn't communicate as much as some want doesn't mean that by extension to what I said I believe it will be an unmitigated disaster.
I am confident of that yes.
I was surprised Russia invaded Ukraine. Happy to admit that.
I don't know how JLP will power it's near term growth. Whatever the route the devil will be in the detail. Each of the three options you present can work well or they can be a diasater depending on the terms. I'm happy to place my confidence in the board as they've done alright so far.
Erm, the EU can't cede land in non-EU nations and it also can't in EU membership nations as that would be the decision of the nation itself. Ukraine very much wants to join the EU. Countries that are reliant on Russian energy are reducing that reliance but it will take time. The UK has not yet removed Russian energy from it's mix yet, is much less reliant and from some rumours I've heard isn't part of the EU anymore.
If energy prices were lowered it would go some way to easing fears of recession but it wouldn't solve the supply chain issues mainly caused by realignment away from China and that country's zero COVID policy. I fear JLP will face low metal prices as a result for a while but agree with Dorfan that it will be fine and prices will recover.
I'm sure they'd work with an OEM if one wanted to pursue the technology amerloque. The problem that immediately jumps out when thinking of using quantum dots in circuits though is heat. While optical computing is catching on and there are some large scale examples around now optical components are still used in conjuction with tradtional electrical semiconductors and they get very hot.
The Porotech partnership could be extremely so. Displays that are cheaper with lower power consumption and full colour reproduction up to 2 million nits brightness. Think end products are a long way off yet though.
Yep. Might be a good move assuming he keeps some here. I can't believe he wouldn't want any exposure to the court case. IQE have been announcing some big collaborations and contracts. Add the way the exhange rate's going and that China are kicking on with their 5G roll out now and they may have a good few years. Believe it when I see it of course. IQE has a lot of ground to make up to regain investor confidence.
I think the responses in mouse models are new news?