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nm

It was pretty much 50 50 last year. Roughly £90m H1 and £88m H2. Not surprised by the sp action so far today. It's that no increase in H1 statement. However, with the new machines in Taiwan, new products announced recently including ones that will be licensed and the statement about a flattening off in China for 5G infra before picking up again elsewhere I'm happy looking forward to a better H2 than H1 this year which should provide some year on year growth.

Haha. Fair enough Baren. Just tens of RNAs over the last couple of years :-)

Wow. That's huge news. Expect the arch to be a big revenue stream.

lol

Got a feeling this one is going to post twice now.

The forward looking statements read well. There's a large pipieline of new bioplastics customers. 40% annual growth expected this year and next. Finaly, if I'm reading it right bioplastics should turn profitable this year with a 10% to 12% margin.

Loss is due to exceptional charges in H1 though. It doesn't matter where the new tools are ordered. It's positive and good they can install them near where they are needed. The negative I took was that H1 2021 is not expected to show any revenue growth over H1 2020.

Thanks for beating the LSE red dot Molehill.

The forward looking statements read well. There's a large pipieline of new bioplastics customers. 40% annual growth expected this year and next. Finaly, if I'm reading it right bioplastics should turn profitable this year with a 10% to 12% margin.

The value of the US contract was described as significant and essential to support the rapid growth of the bioplastics division. It's way more than 70K. The number isn't disclosed. Probably because it's variable depending on volume and possibly under NDA. The 70K is a bonus rf order they've managed to snag from the same customer as part of the contract.

Couple of potential wild cards. Something from ST Micro and NANO did say they were in discussions with a potential display partner.

Excellently sampled by Aphex Twin from Charlie And The Chocolate Factory - https://www.youtube.com/watch?v=sIXYPjIWPGY

Interesting interoperabilty between the RF equipment and bioplastics. I had no idea they might be linked. Just thought this company had a very strange set up with two completely different product lines.

Excellent RNA.

I work with many chinese people. They are absolutely lovely without exception. To understand the current situation it helps to review history. For thousands of years the country was effectively ungovernable. As a result they have a benign atittude to authoritarian leaders as long as they brings stability. Separate to that for many hundreds of years they've screwed over by colonial powers. Some of which is still very recent. I can understand why they want to be strong enough to be truly independent and in control of their own destiny. None of that excuses imposing their way of life on others and stealing technology of course. Progress in only possible through mutual trust and agreement. Otherwise we'll just carry on steailing from each from each other anyway right? This precendent is very dangerous. I can't understand why a court in one jurisdiction should have any say over another unless there is an international agreement in place. I don't think there is for this. I don't think it's covered by the WTO. I expect that if NANO win their case it will only hold in the US and similarly wouldn't expect Samsing to get away with playing spoilers in the Chinese courts trying to take that victory away.

Oddly I'm actually quite glad to see those director sells. It explains why the SP has been slipping despite all the positive news. Expect it to bounce back now.

I hope for a positive outcome. Must admit I've broken my rules somewhat and invested here not knowing as much as I normally would about a company. I'm playing catch up a bit. Would like to know more about the background where people are saying, "We already know this works." Maybe success is nailed on. As someone who works in data management though I can tell you we would describe data as strong meaning only that there is enough of it and it's relevant enough to be useful. Nothing to do with what the data actually showed.

We'll have to agree to disagree on that one munchbox. I wouldn't add more on the basis of that statement. If you would, such is the market :-)

Pretty negative there BtB. "How is the ST Micro proposition any different to all those that failed before?" Different to display in a few key ways IMO and one could make different arguments about the other product areas they've worked in.

NANO has no competitors in the sensor world that I'm aware of. Current sensors are pushing up against their physical limits. NANO's nanoparticles are moving those limits back by improving sensitivity which should open up new product opportunites for OEMs in lots of cutting edge areas (AR, automation, etc). In display any competitor could simply use cadmium dots cheaper and with better performance than cad free and by hook or by crook they also picked up Samsung as a huge competitor in the cad free space. Those were massive headwinds to NANO's success.

Success of the ST Micro venture will depend on how much it can improve sensor performance (hopeful on that as Apple didn't cancel based on quality), cost (less hopeful on that) and whether OEMs can package them up into compelling products that consumers want. Faith will be required until a predictable revenue stream comes online but it's a very different proposition to display.

Pretty sure "strong data" meant that particpants were returning enough data to make for a good study. Not that the data was positive or negative.