Member Info for Basscadet

Another strong quarter for bio plastics which continue to grow. Good to see a second US customer coming on board and imminently generating revenue.

I know a lot has been made about the recent placing but to be honest a company with such stock iliquidity will always have brutal terms forced upon it when raising money in the market. It can rebound quickly for the same reason. A £5M market cap company with £5M revenue, no debt and a growing businss should really be a lot higher.

A report on Amanpour on CNN last night gave the impression that while the Azeri's are better equiped they are pretty hapless. Unable to take territory without close Turkish support and unable to hold once they do. As a result the conflict is degenerating into trench warfare.

Thankfully not Gino73. I lived in the US 12 years ago. It's not made it over here yet. Maybe it will come with the Brexit trade deal. All this time people have been worried about chlorinated chicken but really we should be focussing on an incomming barrage of aggressive incontenance pants marketting.

Maybe things aren't as bad as they appear Tornadotony. As someone who has worked from home for many years I can testify to the fact that the adverts on UK daytime television have always been overwhelmingly for funeral plans and donkey sancturies. No COVID change there. Still, it's better than living in The States where it's all erectile disfunction and incontenance pants.

It's due any day now. No reason to think it will be delayed.

Apologies for the multiple posts. Think the site has some issues with updates.

All of the above I'm afraid CD.

There was a dispatches style article in the Guardian a couple of weeks back. Azerbaijan very much want the fight and will probably win. People there have been whipped up into a hysteria by propaganda and misinfortamation to the point where Armenians have been dehumaised and even strong critics of the government are in full support of the action. Any ceasefire will be seen on that side as simply a chance to regroup for the next assualt right up until all the occupied territories and Karabakh are taken. It doesn't help that they are being egged on by Turkey who are engaged in a region wide proxy war with Russia.

There is similar disinformation on the Armenian side but they will likely lose and so might be keener to stick to a ceasefire.

Anything arranged by Russia is seen as a joke as they created the situation around 100 years go, have constantly meddled in the region since and sell arms to both sides.

US backing the latest ceasefire might have given it slightly more credibility but to be honest both Putin and Erdogan hold the US in complete contempt so maybe not.

It sounds like a very complicated situation.

All of the above I'm afraid CD.

There was a dispatches style article in the Guardian a couple of weeks back. Azerbaijan very much want the fight and will probably win. People there have been whipped up into a hysteria by propaganda and misinfortamation to the point where Armenians have been dehumaised and even strong critics of the government are in full support of the action. Any ceasefire will be seen on that side as simply a chance to regroup for the next assualt right up until all the occupied territories and Karabakh are taken. It doesn't help that they are being egged on by Turkey who are engaged in a region wide proxy war with Russia.

There is similar disinformation on the Armenian side but they will likely lose and so might be keener to stick to a ceasefire.

Anything arranged by Russia is seen as a joke as they created the situation around 100 years go, have constantly meddled in the region since and sell arms to both sides.

US backing the latest ceasefire might have given it slightly more credibility but to be honest both Putin and Erdogan hold the US in complete contempt so maybe not.

It sounds like a very complicated situation.

All of the above I'm afraid CD.

There was a dispatches style article in the Guardian a couple of weeks back. Azerbaijan very much want the fight and will probably win. People there have been whipped up into a hysteria by propaganda and misinfortamation to the point where Armenians have been dehumaised and even strong critics of the government are in full support of the action. Any ceasefire will be seen on that side as simply a chance to regroup for the next assualt right up until all the occupied territories and Karabakh are taken. It doesn't help that they are being egged on by Turkey who are engaged in a region wide proxy war with Russia.

There is similar disinformation on the Armenian side but they will likely lose and so might be keener to stick to a ceasefire.

Anything arranged by Russia is seen as a joke as they created the situation around 100 years go, have constantly meddled in the region since and sell arms to both sides.

US backing the latest ceasefire might have given it slightly more credibility but to be honest both Putin and Erdogan hold the US in complete contempt so maybe not.

It sounds like a very complicated situation.

Seems like the Azeris have the upper hand. They do outmatch Armenia after decades of growing rich on oil money and with Turkey's backing. I worry that a miltary victory wouldn't be the end of it though. What are the odds of ethnic cleansing in Karabakh? I bet Edogan's rubbing his hands with glee at the prospect. I wonder if the best end woudn't be for the Azeris to take back the occupied territories and come to an arrangement with Armenia for Karabakh to remain independent with peace keepers in place.

Apaert from the (guaranteed) part Boombaby which I take is an IMO the only correction I'd make is that COVID results aren't late. Due to issues finding patients it looks more like results early next year assuming there are no sauch issues now due to the second wave. I think the company has already said as much.

At the start of the year the Chinese deal was still in play. A £5M loan was never going to make up for that. Hence a much lower trading range. VRS will drift up or down with the market until one of the projects deliver. I'm confident at least one will but have no idea when. They're all pretty big and so any will see the SP hitting new highs.

5C is t-shirt weather for a Geordie. Not sure it'll stop any fighting.

I'll be happy if they achieve those targets.

Screenlearner has a point. I did think it interesting that if STM develops products using NANO's technology NANO only has a contract to supply a portion of the needed volume. On one hand NANO could get screwed agian. On the other it might just be protection for STM if they need more than can be supplied from Runcorn and so licensing deals have to be set up with other manufacturers a la Dow for which NANO would get a cut. In this case I believe NANO have invented new particles (not QDs) and new processes for creating new particles that would make it difficult for others to steal (unless they decide to work hand in hand for free giving their secrets away lol ).

Totally agree. Having a whole range of customers rather than one big one gives NANO a much better chance of putting their technology into some mass market products.

STM ramp up second half next year if all goes well.

Thanks Dogberry. That was interesting.

Both options have problems that need to be worked out. Cameras struggle in low light; and with stationary, heavily textured or similarly coloured objects. I don't see why all those problems can't be overcome. Rain and snow wouldn't seem to be that difficult. I would have thought it would create a noise pattern in the image that can be corrected for.

I actually think the LIDAR vs. camera competion will be a fascinating battle with plenty of space for both in the market. The future's looking good for IQE in this arena. This new article predicts a near term explosion in demand in VCSEL based LIDAR from vehicle manufatcurers with the price per unit coming down to under $1,000 and the way at least one company is getting there being to use 20,000 high powered VCELS. 20,000 on a vehicle has to be good for IQE's bottom line.

https://arstechnica.com/cars/2020/10/the-technology-behind-the-iphone-lidar-may-be-coming-soon-to-cars/