The next focusIR Investor Webinar takes places on 14th May with guest speakers from Blue Whale Growth Fund, Taseko Mines, Kavango Resources and CQS Natural Resources fund. Please register here.
Good interview (Nanosys) https://youtu.be/b2dEaq-_AIM
Very familiar IT. SWIR have also launched their CQD IR sensor to market this week I read. Lead Sulphide based along the lines of Invisage's originally reported QF. SWIR sensor was being billed as 'market disruptive' in terms of price point and performance. Sure I read that it was around the $20k price point though a quick check and can't find the information at the moment. Possibilities for low cost IR sensors have very broad applications. Potential is there for Nanoco to make a breakthrough. Let's hope it's not like their attempts to penetrate display.
Elon Musk and cornettos? Is this your doing trouble? I dread to think of the latest nonsense but will remain happily in my ignorance. A 99 with Nano sprinkles please Elon - I'll enjoy the light show tomorrow morning.
Eskers - It would appear to me a serious leap in product development for Nano to have the materials for the micro led application, even by their own guidance and given challenges in stability/performance of their film solution. Plessey revenue potential is a couple of years away to my mind if ever. Kyulux kind of timescales and similiar hurdles to overcome (even more so for microled - higher temp/flux). They have not yet (at least commercially) solved a general lighting solution so on-chip micro highly doubtful. In terms of the Plessey 24/7 working pattern from the site maintenance job advert - I'd be surprised if they weren't working 24/7 and amazed if you could find a peer who doesn't - it's the nature of the business they're in and dictated by the processes - they have to be 24/7. Results 9th April some time away and in the absence of anything new being reported will be hard to sustain SP hence my decision to realise some of my cash now and hold in anticipation of weakness. All seems reliant on the mystery partner/application and no insight. Hopefully more meat on the bones 9th with a dent W&A session. GLA.
http://www.taipeitimes.com/News/biz/archives/2019/03/01/2003710595
Yes - see it now thanks - Ill get there in the end!!! - the April RNS just hadn't registered with me for some reason and I hadn't associated to what BT was talking about. Still questions but need a few moments - at least im confident we're talking about Gen 1 materials. Tks
Yes - see it now thanks - Ill get there in the end!!! - the April RNS just hadn't registered with me for some reason and I hadn't associated to what BT was talking about. Still questions but need a few moments - at least im confident we're talking about Gen 1 materials. Tks
When I listened this is was confused me: "The contract extension then actually continues on the generation one piece of work, if you like, and that will take us through to commercial production" I took that as meaning the extension relates to gen 1 material and the 3m in 1H 2020 was in respect of minimum supplied volumes over the initial 6 months following scale up. You seem to think it relates to 2nd gen material development and scale up only. If the latter is true there are no supply revenues (gen 1 material) yet projected for 1H 2020. Which could be completely transformational. Hence my frustration at the lack of clarity, at least from my own perspective.
BBD - I think everyone involved in this share can see the truth for what it is even if certain posters continue to live in denial and seem hell bent on creating an alternate reality in which they have any relevance. Well done for stating the obvious though - nice to see a bit of realism returning to the board.