Member Info for Basscadet

Keep speculating I say. I enjoy all the guessing and conjecture on here while we wait for something concrete.

I think there are devices on the market that have touch free gesture control. Such a thing would be greatly enhanced by improved sensors. A mass market television though? Not sure the world is ready or that the cost would be reasonable.

Could easily be LG Chem. Just not for TVs. I can't see any use cases for high end sensors in big screens. Underneath mobile displays, AR/VR and for vehicles yes definitely.

This new contract is for sensing not display though.

Excellent news!

Nothing they can do about it but oh dear.

Yes but that doesn't mean that every patent submitted has an 80% chance of being rejected. The review process was set up to deal with trolls. Therefore most patents submitted have been spurious. I'm sure no one here thinks NANO have been trolling with thier CFQD patents.

I read it differently guys. Cash runway was previously until 2022. I believe the £3M will take us from the end of that runway into 2023 when they expect revenue from sensors start to come in. "Short to medium term" means from the previous end of runway in 2022 to 2023 IMO.

Interesting comments about sensors Nanonano. I think they will be used for moving sensors under screens including possibly the camera and possible also AR. I did notice a headline on TechRadar last week saying "You won't get an underscreen camera in the next iPhone but you might in the one after that." I didn't put two and two together at the time but it lines up with the new timeline in today's RNA. Especially with the RNA saying that customer roadmaps had been published. Maybe Apple have recently released some screen and camera specs for next gen of models.

There's quite a lot in that short RNA but a few things stood out to me. 1) The company's strategy is to really go after a multiplied damages figure due to willfull infringement. That's encouraging. 2) I'm pretty sure they're announcing a delay of 1 to 2 years to the expected timelines in the STMicro contract. Hence the bridging loan. We were hoping for commercial volumes starting H2 this year. It's confidence building that major shareholders will provide the loan but the devil will be in the detail of course. If convertible bonds are involved "non dilutive" won't really be true.

and 3) "We have more claims than could have been argued at trial." What? Doesn't a court case take as long as it takes and you argue until you get to the end. I can't wait to hear what theses things are we couldn't have argued if it were not for the separate patent review.

If the product is as good as described I think people expect they will sell very substantial amounts of it.

Doesn't sound very inspiring Gotrader. Sounds like we have to wait for 5G roll out to pick up again next year before we can hope for an sp uplift with a possible exception being the CEO appointment. Let's hope they get someone who can generate some excitement.

Any idea when a Sliver Peak update is due? It must have warmed up in Canada by now.

"The new unit will house graphene enhanced concrete production." More hints this is a goer for VRS.

No idea. Fair value would be a start though with a contract going forward. If Samsung insisted on no contract for future use then that sounds like another scenario by which an injuction might be applied.

Great news.

They would have to be given a guilty verdict and then refuse to pay the damages to trigger an injuction. I can't see that happening.

The amount is worrying but without going through the claim in detail we don't know whether it's realistic or not. I don't think there is any scenario whereby NANO would get an injunction. Samsung would almost have to let it willfully happen.

TGR owns it all Lankylad.

Don't want to ramp but in one of the interviews EZ let slip that they could see visible trace in the samples sent for assay with the results in June like the ones we had in May.

I find it impossible to predict how the market will value a stock at any moment but there is a clear path to growth with the mine expansion and I'm sure that graphite demand will eat up anything TGR can produce. The market cap seems small to me. I think it'll grow over time.