The IT stuff just means, "Typing data in from a spreadsheet." Six Sigma means they want to find small incrementally more efficient ways of doing that than they have used in the past. Can't draw any inferrence into who the customer is.
Must be a glutton for punishment LLOL but yes.
30% growth in photonics during a major slump in iPhone sales and high inventory backlog shows strong diversification in that area at last. The sensing market appears to be growing a lot faster than I anticipated. When iPhone sales pick up again there should be further strong growth in that pipeline and don't forget there was a report that IQE will be the sole supplier for new iPhone Pros as IQE technology is more advanced than the competition. Wireless should come back at that point too. Timing and magnitude, no idea, probably depends on macro factors.
I was actually pleasantly surprised by the results against a horrible macro background. Photonics growing and not because of handsets. In fact, in spite of a major handset slowdown. That's a clear green shoot to me. Large amount of new shares but they've got invest where they see the demand. Let's hope something big comes of GAN and soon. I'm not sure about returning to growth in H2 this year though. Everyone's buying Louis Vuitton handbags over electronics for some reason but demand will return sooner or later.
All dependent on cost of course ria20. I note the RNA states, "At a cost the Company believes is competitive for this level of emissions reduction." I think that means it's a lot more expensive than plain concrete. i.e. it will cost the same as the concrete +20% for the concrete that isn't used + the value of some benchmark emission trading scheme. Bit worrying to be honest but it's early days. Still need to work on cost reduction.
I agree about how load shedding and power problems were communicted. Hopefully one good quarter of production will dispel that. I don't think any investor will take messages about expected timelines for decisions by politicians seriously though.
Given the following statement in the RNA it looks like Happysays is right on this one, "PGM oz guidance remains unchanged at 38 000 PGM oz with the potential of upwards revision depending on South Africa's power supply outlook"
Are you saying that since in your opinion grades are low Roan will be exceeding it's processing capacity when producing 550 tpm and that if grades were to increase up to expected levels it will exceed it's production capacity?
Bushy, "It's evident from previous activity that siesnev doesn't understand metallurgy, their recovery processes or entry level book keeping.
He is on the other hand very good at shouting very loudly when he doesn't understand or like presented facts. He has nothing to offer with regards to company insight or the future landscape based on current environments. He is a clown that will cost people money., I do not believe that someone who relentlessly posts such poorly informed vacuous dribble could actually have any kind of financial interest in the market.
"
Projection?
True SeisNav. I couldn't be bothered to view the q&a again so went with the numbers in RNA which didn't state the percentage Roan would be running at. If I recall the q&a properly (relying on my memory is usually a dangerous thing) it's 80% before rising to 100% a bit later on. So, grade is close to 700 tpm. Nearer the top end of expectations.