Member Info for Dunnock2

SpaceX now has 53 more Starlink satellites in low Earth orbit after two successful launches from east and west coast of USA.

https://www.space.com/space-exploration/launches-spacecraft/spacex-starlink-17-47-b1108-vsfb-ocisly-10-43-b1090-ccsfs-asog

Just checked with Gemini AI:

Under HMRC rules, such as a Company Share Option Plan (CSOP), the option price usually cannot be granted at a discount to the market value of the shares at the date of grant.

I think you're right. From what I can figure the FTSE AIM All-Share Index Average TSR over the last year is up roughly 10.5%, and Kromek is up about 47%. So even if KMK drops a little behind the AIM All-Share TSR over the next two years the directors still get the shares. Seems strange to award options this week with a starting point from a year previous. Haven't come across that one before.

And there are many other outstanding options/LTOP's:

(from RNS) the Company had options and LTIPs outstanding over a total of 76,635,732 Ordinary Shares, representing 11.7% of the Company's issued share capital.

Two weeks ago UBS raised its price target to 970p, citing a dramatic increase in expected royalty income from manufacturing partners.

It said it had increased its forecast for cumulative solid oxide fuel cell (SOFC) shipments by 60% to 1.8 gigawatts by 2030, delivering royalties of more than £100 million that year alone.

UBS said the upgrade was driven by channel checks with Ceres's manufacturing partners and the read-across from Bloom Energy's landmark 2.8 gigawatt order from Oracle, which demonstrated the scale of demand for fuel cell technology in powering data centres.

The broker now expects Delta Electronics, Ceres's Taiwanese licensee, to reach 900 megawatts of capacity by 2030, up from a previous estimate of 515 megawatts, while Weichai Power of China is forecast to hit one gigawatt.

The dent from Google AI should improve following the CMA ruling putting content creators in control

https://www.techradar.com/pro/uk-regulator-mandates-that-google-should-let-publishers-opt-out-of-ai-search

Google will be forced to give publishers greater control over how their content is used in AI-generated search results after the Competition and Markets Authority (CMA) unveiled what it described as a “world-first” intervention aimed at re-balancing power between Big Tech and content creators.

https://www.cityam.com/google-hit-with-uk-first-ai-crackdown-over-publisher-content/

The volume reported for a UT (Uncrossing Trade) is the the total number of shares matched and executed during the closing auction by the matching engine i.e. sum of all successfully paired buy and sell orders at that specific price. Still means over a 100,000 shares bought at that price.

Just wonder if people are now looking more closely at Agent AI machines rather than Cloud, following Nvidias recent announcements in this area.

The old stock market adage that "profit warnings come in threes" may have panicked a few holders. But data shows about 65% of companies only issue a single profit warning. Looks overdone. Laundry machines should be busy again after that shock drop.

Positive write up this afternoon on II

https://www.ii.co.uk/analysis-commentary/what-city-thinks-iqe-best-performing-share-2026-ii539171

SpaceX aims to deploy orbital data centers by 2028–2029, with Elon Musk predicting space-based AI compute will be cost-efficient within 30 to 36 months of early 2026. The project involves launching up to 1 million specialized Starlink version 3 satellites at altitudes of 500–2,000 km, aimed at leveraging unlimited solar energy for computing.

Orbital Data Centres, especially at the megawatt or gigawatt scale envisioned for AI training, would require Solid State Power Amplifiers (SSPAs) on a large scale for high-speed, long-distance communication, driven by the need for high-throughput, reliable communication links.

Deal not signed yet.

https://obviously.digital/

Https://www.cityam.com/rws-to-acquire-uk-ai-platform-in-40m-deal/

Bloom Energy reported Q1 revenue of $751.1 million, up 130% YoY, and raised full-year guidance to $3.4–3.8 billion

LandMark Optoelectronics Corporation reported earnings results for the quarter ended March 31, 2026. with sales doubled vs last year. TWD 904 million vs TWD 454. Some crossover in product areas with IQE.

Released after the close. AI summary:

The Raspberry Pi Foundation, currently holding approximately 46.64% of Raspberry Pi Holdings plc's outstanding shares, intends to sell about 5% of the company's common shares through an accelerated bookbuild process to eligible institutional investors.

Arm Technology Investments 2 Limited has indicated its commitment to participate significantly.

Following the sale, the remaining shares held by the Selling Shareholder will be subject to a 365-day lock-up period.

IQE research partner QuInAs Technology are presenting the paper 'Artificial synapse based on ULTRARAM memory device for neuromorphic applications' today at the International Symposium on Quality Electronic Design (ISQED) 2026, taking place in San Francisco from 8–10 April.

https://pubs.aip.org/aip/jap/article/139/12/124901/3384421/Artificial-synapse-based-on-ULTRARAM-memory-device