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Looke like they chose to release the RNA after the presentation was given and that there were encouraging signs of efficacy from the secondary objectives. Not sure whether the market will react positively or wait for stage 2 to get underway with all the blood on the indices today.

Apple Glass is rumouored to come out next year using advanced screen technology and an array of sensors. Given the extreme power management, image fidelity and sensor capability requirements; and previous relationship with NANO it's not beyond the realms of possibility they will include NANO technology but I can't find any references to quantum dots or nano particles anywhere online.

It's just pilot programme levels at the moment. There's one building in Manchester and one station for HS2 that I'm aware of. If testing goes well one hopes it will be rapidly and widely rolled out.

Nice to see the early conversion rates coming in above 100%.

To be fair that's usually what phase 1 is all about. It would have been a nice bonus to have some secondary objectives indicating efficacy though.

It's big news that the milestone was met. There's not a set timeline to the work and so it wasn't scheduled.

Preumably the improved project econoics will easily pay for the dilution. It could have been paid for through earnings but only just and that money can now be used for something else?

There are no numbers but it sounds incredibly positive to me.

Yes. Great that this rise is continuing.

I have some shares in TGR (the company with the graphene aluminium alloy). It's claimed properties are truly transformational. The main benefit being lightness. However, it's early days, is bound to be expensive and won't be produceable in volumes large enough to make a dent in the global copper price for the foreseeable future. TGR's CEO has said that they could be making a lot of money off it in as short a time as a few months. I can't see that hapenning though. A few years maybe assuming testing and product development goes well.

I didn't say that Bermudashorts. I said that's what happened with RXC002. That's simple fact. I don't think they will have bad news. There's new management now and Lisa Anson is massively competant. It's just thst in this game you never know until you get the data.

I'm sure bad news could be announced. Just look at the first RNA for RXC0002 - we got the dose wrong and 2 patients are really ill as a result but we've learned a lot, it will delay us 6 months and the SP will tank in the meantime.

Hi Gotrader, the problem with masts in China was down to measures taken by the Trump administration. Specifically that Chinese companies couldn't use chips manufactured by US companies or designed by companies using software provided by US software. That's not been reversed. China can't deploy masts using frequencies that need IQE components. The pick up in the mast business is predicted to come from other countries progressing with their roll outs. They were a year or two behind China and had to adapt to using hardware from someone other than Huawei.

It's quite simple at the moment PipeDragger. ESMO presentation contains good data from phase 1 - up a lot. If it contains bad data - down a lot.

Pretty much as guided. No surprises either way. I'll consider it a good result if the year can match last given, "53% YoY reduction in revenues for GaN on SiC for 5G infrastructure reflecting global 5G deployment cycles, in particular lower numbers of mMIMO deployments in Asia compared to FY 2020 as previously highlighted."

The new big multi-year foundary customer for small cell 5G is encouraging as well as, "Expansion of VCSEL portfolio with turnkey IQVCSEL™ product line, a value-add solution that accelerates customers' ability to introduce new products, thereby expanding the VCSEL market." If IQE sells a lot of them it will result in higher margins.

Hoping for a better 2022.

That number certainly would be transformational so fingers crossed.

The splash of publicity seems to have had a positive effect.

I think the main problem is timelines. Many product lines are in testing and qualification but we don't know whether they're in test 3 of 5, 1 of 6 or 2 of 2. I'm buying very small amounts at this level because I don't know when the rerate will come but when at an unspecified time in the future one of the product lines reaches high volume production for a commercial launch it will be massive.

nm

Great that these milestone payments coming in. I see many small pharma companies signing collaoboration agreements worth huge amounts of money but the milestones are very few and far between. Often never arriving.