Member Info for Basscadet

Given the expectations set by Nanoco on order visibility if it's before the end of the year I would guess our sensors wouldn't be used.

It is a concidence.

Based on current tools installed. Fitting more would need another large capital investment. I thought they were only using a very small amount in Wales. More like 20% than 80%. Can't recall where I got that from though so could be completely wrong.

Samsung, the last person you want to find yourself talking to at a party.

I thought they were only using a small amount of current capacity to be honest. I might well be wrong though.

Definitely not turning down orders due to lack of capacity.

This does feel exciting in a very mysterious way.

I share the view that the UK government won't respond in any coherent or meaningful way but I don't think the previous administration at IQE would have even considered such a plan. The strange part is what are they actually asking for or planning? We know that IQE doesn't use the full capacity of the machines it already has installed in Newport. Thay also don't produce the silicon based products that would help alleviate the semi-conductor shortage. They do work in technology that could replace some of the silicon based prodcuts that are squeezed but also Global Foundaries specialise in the low tech ones that are most squeezed. There could be an attempt to get incentives to bring GF in to make a huge investment in a new fab making use of ready made clean rooms, etc that IQE somehow has something to do with and can profit from? Anyway, it's a good indication the CEO wants to break IQE out of it's $165M to $185M revenue range. Didn't think they'd be talking about expanding capacity for the next 10 years after the recent massive investment.

As Hawi says the failure of the contract with Apple wasn't down to performance. Officially it was down to cost. I'm sure NANO said so at the time but the only support I can find online after a quick search is, "BlueFin Research, a boutique research firm that closely follows Apple’s supply chain, last week said the iPhone maker had shut down work on its quantum dot image sensor, after finding it would be too costly to produce in large numbers."

Apple rarely lead in the world of technology and iPhones are already eye wateringly expensive. They must have concluded that their camera was good enough and that the extra $s on the iPhone wouldn't have brought in enough new customers. If they're going again what's changed? STMicro will be producing for multiple customers and technology has moved forward meaning they will no doubt be offering finished sensors at cheaper prices and the prospect of their competitors introducing improved sensors means they have to keep up.

Very impressive. Those taking up the new shares should hold them tightly as well. Hopefully the REDX SP can kick on a bit now the funding side is derisked and it won't get dragged back down again after the lock in period.

Haha Morbox. That is a doozy!

I think it will be a purely be a financial calculation I'm afraid. Samsung wouldn't give a second thought to any reputational damage and the ESG crowd haven't identified IP theft as much of a problem yet. There will only be a settlement if the two parties can find a number they're both happy with. At some point it might occurr to Samsung that rather than give NANO $1B they could buy NANO for $1.5B so might go that route as well. Would still be chicken feed.

Sneaked in after the bell there.

Assuming the SP stays where it is they'll place just over an extra 1/5th of the market cap but we will get a chance to buy in very near the price on the open market.

Glad it'll take us through 2023 and to the end of 2 phase 2 trials amongst lots of other work.

If I remember rightly the argument over infringement will revolve around the presence of molecular clusters in Samsung's product that can only have been left there by using the process defined in NANO's patents. Now the patents are shown to be good Samsung is bang to rights I reckon.

It's nice to dream Nanonano.

Well I take it back. I said the press wouldn't pick the story up at this stage. Delighted to have been wrong about that one.

It's not exactly a bullish market and there's still some way to go with Samsung.

High chance of some short term licenses. The patents don't last more than another few years anyway right? A lot will depend on the timing of cadmium prohibitions and new technologies. There's certainly a few coming through now that threaten QDs.

I was just reading this on TechRadar - https://www.techradar.com/uk/news/oled-tv-breakthrough-fixes-all-the-techs-problems-and-its-coming-soon

And this looks fascinating - https://www.porotech.com/2022/05/04/porotech-unlocks-a-world-first-in-micro-led-dynamic-pixel-tuning/

Plenty of time for NANO to make money from licensing but it's interesting to keep and eye on the competition and maybe see how QD screens will respond.

40+, very nice.

Very important to people connected with NANO. Not very important to anyone else until the headline becomes about Samsung being beaten in court I suspect.

I can see that happening going to trial or on the result but to be honest NGR1616 the only headline here is, "Patents upheld." Not sure that constitutes news outside the usual RNA parroters just yet.