Member Info for Basscadet

Well I would have said it was academic anyway as protests rarely make a difference. However, it sounds like the human windbag will be avoiding London as he's too sensitive the poor love. Maybe there will be more of these things in the future :-)

Good vid. Nice to see some publicity.

Rubbish. Protesting a vital piece of the democracy puzzle that said president is doing his darndest to undermine. Creativity is the only weapon a peaceful protester has so well done to them and to the mayor of Sheffield who had his council do a Mexican dance and give the big orange one a symbolic ban from entering his fair city.

I don't think this is over. Do they own 5% now or 6%?

Looking positive. I'd like to see some confirmation that Samsung will be using the AUO panel but if they haven't got an internal fab line they may well be. Could have been a good investment by AUO that.

Not a reference no. There was a discussion Bloomberg (I think) a coupe of weeks ago.

That the Foxconn factory expected to remain an empty shell as it's just an attempt to curry favour.

Thanks for the clarification Nigwit.

Nice to see confidence. They have a board seat right? Is this tantamount to director buying.

Thanks for posting Mars1. I am not enamoured with IC so don't put any store in the tip but have had a subscription for years and value it as one input to my decision making. The wording here is certainly equivocal. However, one thing stood out...

"For example, in June 2017, Nanoco received its first commercial order from Taiwanese screen manufacturer Wah Hong. With the first of these revenues due in the second half of the current financial year,"

Isn't that a hell of a long wait for payment? If true it would make me feel better about the very low number for display revenue in the last report. I think the author is getting their dates mixed up somewhere though.

FALD is the most expensive part though Nanonano.

That said, first gen OLEDs should be starting to show screen burn around now.

I think there's plenty of potential value still in the company to let it run as close to the 6th of July as I dare without another approach or firm bid appearing.

Didn't expect it this quickly but feel a little insecure that it's based on takeover talk.

Thanks Eskers.

As above.

The PE ratio is very high at 50. The shares are expensive. This is a growth stock. I like what I've read in the reports. My bet is that one or two of the potential new markets materialise and IQE get a significant share. I also bet that our current markets will grow. I'm pretty sure Apple will add Face ID to all it's future iPhone models for example. Until those things start happening, given the price, there's no reason to think the SP will increase from here. It's at the whims of market sentiment which is currently coloured by Trump's bull in a china shop act.

Let's hope it goes up and not down.

It's going to remain impenetrably murky guys. Almost not worth arguing over until we see the next update on the bottom line. The one thing in Nanoco's corner is the other business lines. Even if display is a completely dud which I don't think it is I'm happy we are covered by the sensor contracts.

It's clear the provider is barred from publicising their involvement re. the 27 inchers. The only spoiler for us is Eskers's mail stating cadmium dots. Each person must give that what weight they see fit.

No explanation there that I can find or reason for there being so many over the last few days. Just a copy of the form.