Member Info for Basscadet

BTB, I thought you had trimmed your holding so it wasn't such an important an amount of money to you now?

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Looks like the normal 10%?

Copper's made an interesting jump up to 481 today.

The reason IQE claims to be a leader in it's more mature product areas is that it can produce bigger wafers with lower wastage and therefore undercut competitors to maintain market share. Pretty much the opposite of having pricing power I'm afraid. The large investment in increased capacity a few years ago have left margins pitifully thin given current demand. That was a very long term investment though. It will pay off in the end as prices increase, demand increases or recurring costs decrease as long as they can stick on in there.

What I've read sounds like it matches WOLED. Not as bright as some were expecting but the extra brightness and shadow control does allow for some spectacular pictures. Maybe not as natural. Surprisingly affordable so it might well give WOLED a run for it's money. Samsung are doing an amazing job with their image processing and upsacling as well which gives them a real edge. I wonder who will be suing over that technology in the coming years.

Hence, not much more than a guess. However, there is the Novoselov connection and graphene is one of the very few available 2D materials.

Not much more than a guess but I think for senors we're making graphene dots. Konstantin Novoselov was working with NANO when they had the contract with Apple before he decamped to Singapore due to brexit.

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Hi bonzoful, I feightly recall driver monitoring being name checked serveral times by Nanoco when they were working for Apple in relation to the fabled Apple Car. Since STMicro is paying Nanoco to carry on that work driver monitoring is a strong possibility for one of the end uses.

@Nanogeddon, and that is maybe one of the reasons we don't see many settlements.

I'm sure Samsung would settle if they got a good deal. If after PTAB they thought they might be liable for $1B and NANO said we'll take $100M they'd be all over it.

Thanks for updating those of us who couldn't make the call Hawi.

Value will be forward realised in the shareprice though as Samsung are less likely to win an appeal than they were to win the case than they were to get the patents quashed by the PTAB.

I'm sure the cadmium ban will come in. Share everyone's frustration with the pace of change. The only potential thing that might scupper it I can see is the push by the business loby in the US to redefine 'forever chemicals'. No doubt they are attempting to poison for profit. Don't think the EU will fall for it and follow suit.

They certainly sound very confident about the litigation. One would expect them to but it really jumps off the page. Feeling quite relaxed about it now.

The main take away from the interims for me though is how well NANO is controlling costs. It would be very easy to break the bank scaling up production but things never go completely to plan. Happy to see fiscal discipline in the meantime.

Here: https://graphene-wear.com/garments-1

Had a quick swizz and like the look of it. Must be something very strange with your browser The.Italian not to be able to access it. Might betray a technical issue with the site itself.

Good find Nanonano. @Ecclescake, where I work job desrciptions never come within a million miles of the actual role. Sounds like a mid level position doing the grunt work under the FD. Just what I'd expect during early stage scale up.

I was going to ask the same. HSBC said the new shares would be in my account yesterday or maybe not. Not so far.

Fair does. I didn't spot the nuance in your post and assumed SMT was exclusively Chinese tech.