Member Info for Ecclescake

There are some big players looking for lithium projects, can Argentina give them the investment incentives required.
https://www.reuters.com/markets/commodities/argentine-state-run-miners-launch-first-time-lithium-project-2022-09-26/

What makes you say that Intrusive. Samsung Display buys panels from Samsung Inc. and brands them. My assumption was they are making the amazon tv. Amazon don't make it.

Sony are buying Samsung panels and adding their own hardware and software to create a TV
Their is one other making gaming monitors, but I can't recall the details without checking back. I did post the company on here some while ago.
There could be more using Samsung panels and certainly more in the pipe line.

Looks like QD use in tv's accelerating into the fast lane.
I wonder how our Asian chemical company is getting on with sales?
https://www.t3.com/news/qd-oled-tvs-suddenly-look-like-an-even-smarter-buy

Troublesome, my take on the drop in share price has co me from leveraged positions closing. By that I mean investors who have borrowed money to buy shares. We saw a drop before knowing the expected 3 Oct court date because some would have had to reconcile by the end of the month. With the certainty of a further delay its just added to the cost of continuing to be leveraged. Added to that are those seeing the selling prefer to protect capital by selling at a loss which escalates the selling. Expect to see more selling as the end on month is this Fiday.
I strongly suspect we might see positive news not related to the court case in the last quarter.

Creating a fuss about IO9 thats now projected to be a year late during a time of high Iodine price. An alternative to holding back sales to increase inventories as apposed to increasing production is one thing, but not taking advantage off a predictable price and demand increase is lamentable.
IO9 Delays have cost in turn over terms is between $6,000,000 to $9,000,000. This isn't prudent business. The BOD show incompetence in delivery on a regular basis.

You ar correct about rising costs, but Iofina is the lowest-cost producers. Hopefully we will see them reverse the slight iodine production tonnage tomorrow. The back drop to these issues is an increasingly strong demand and selling price of Iodine. I'm holding for the time being as this has a lot further to run. Maybe with a bit more self belief, and a couple of wins could be the tonic, this could be a very profitable business.

I've contacted the Royal Warrant association to reconsider Samsung's RW which was renewed in May 22.
I believe they will have to re apply. The RWHA are easy to contact if you feel so inclined.
I sent a short not highlighting legal action by Nanoco in the USA and Germany, I'll back it up when we get an outcome.
Samsung needs to be held to account on its behaviour IMO

https://news.samsung.com/global/samsung-electronics-honored-with-renewal-of-the-royal-warrant#:~:text=As%20a%20recognized%20Royal%20Warrant,listed%20alongside%20globally%2Drecognized%20companies.

https://www.royalwarrant.org/content/contact-us

Part 2
Iofina's brine approach is friendlier to the environment and less expensive. The process has been designed for areas where oil and gas companies' waste brine contains plenty of iodine. Oklahoma is one of those places and Becker expects to start work on a sixth plant later this year, with another one coming on board shortly afterwards. With further plants on the cards, Becker hopes to double annual production to 1,000 tons within the next three to five years.

All the iodine that Iofina produces is used by its chemical division, turned into compounds and sold to businesses in a range of industries.

The group buys in a small amount of iodine from other producers too, and also makes compounds from fluorine and chlorine. These share similar properties with iodine and mean that Iofina is not reliant on a single chemical element for all its sales.

The firm spends time developing new uses for its raw materials too, so it can expand into fresh markets, such as the fast-growing semiconductor industry, which uses fluoromethane in the production process.

Iofina has had a troubled past. The group expanded too quickly a decade ago, when the Fukushima nuclear disaster in Japan disrupted the iodine market and sent prices soaring.

They collapsed a few years later, leaving Iofina with large debts and loss-making plants. Today however, the company is profitable with a strong balance sheet. Becker is ambitious but careful too, making sure that the firm does not repeat past mistakes.

Interim figures, released this week, should be encouraging and brokers expect a 5 per cent increase in full-year turnover to $41 million, with profits up by 26 per cent to $6.2 million. Growth is forecast to be even stronger in 2023, with a turnover of $46million and profits of almost $8million.

Encouragingly too, former star fund manager Richard Sneller is a big fan of Iofina. With a personal stake of almost 18 per cent built up over the past two years, he is now the group's largest shareholder.

Midas verdict: Iodine is an essential mineral and demand is growing across a variety of very different industries. Iofina is not just a low-cost producer – it also turns iodine and other chemicals into much-needed compounds worldwide. At 23.25p, the shares are deeply undervalued. Buy.

MIDAS SHARE TIPS: Iodine from Iofina is in demand and you can profit
Added value: Iodine produced by Iofina is in demand as an additive in salt and has many other health uses
Added value: Iodine produced by Iofina is in demand as an additive in salt and has many other health uses
Brazil, the US and the Philippines may have little in common. But they are among dozens of countries that add a small amount of iodine to their salt to ensure citizens do not suffer from iodine deficiency.
Iodine deficiency is the biggest cause of brain damage in the world. The mineral is essential for growth and development and is especially important for pregnant women. In the UK, however, salt is not iodised. Children and adults alike are expected to get their fair share from milk and dairy products, eggs and fish, but not everyone does, with scientists raising concerns that many people in this country suffer from a mild deficiency.
Iofina is an AIM-listed business based in Colorado, which produces iodine and turns it into compounds sold around the world. The shares are 23.25p and should increase substantially over the next few years.
The company has perfected a way of extracting iodine from brine that is left over during onshore oil and gas production. Iofina then turns the mineral into compounds used in a range of industries, from healthcare to nutrition to technology.
Inclusion in salt is essential in much of the world, but the biggest single use for iodine is as a component of special compounds – known as contrast agents – that make MRI scans clearer. Contrast agents help doctors to detect issues from tumours to heart failure and their use is growing as populations age and healthcare systems become more sophisticated.
Iodine compounds are included in certain statins as well. They are added to animal feed, used in paint to stop it going mouldy, feature in LCD screens and play a role in numerous industrial and chemical processes.
Demand is strong across the board, supplies are limited and iodine prices have been rising, reaching record highs of $70 (£60) per kilogram in recent weeks from lows of less than $18 a few years ago. Such lows are unlikely to be repeated in the near term, but chief executive Tom Becker has worked hard to ensure that Iofina is one of the lowest-cost producers in the world, making the group more resilient should prices fall from current levels.
Around two-thirds of the world's iodine comes from the Atacama desert in Chile. There, ore is mined from beneath the ground, broken up into small pieces using explosives, transported to special facilities and turned into iodine through a chemical process known as leaching.

Could be CF in the Toshiba TV, there is a major Asian chemical company with access to our tech. Plus we've just started injuctions on the Samsung tvs in Germany. Slim chance as it would have warrantied a RNS I would've thought.

I suspected Samsung would go to trial and still think that's the case, had it not been for the willful infringement aspect this may have been settled by now. Its possible Nanoco have won the IP case and Samsung could be in acceptance of that situation, all the pre trial discussions and arguments about the patents have been settled I'm sure. It's about money now and the trial is the only way to make progress when there is no agreement.
When Samsung set off on this journey they knew all the twists, turn and forks in the road, they also knew this point was a possibility, but I believe they didn't give a very high possibility.
Quantum dots do now look to be locked in to a big part in electronics today and the future, I belive Nanoco are going to be a big player in the coming years.

Apologies, yes should have said haven't found. Toshiba brand is owned by Compal
Compal Electronics is a Taiwanese original design manufacturer, handling the production of notebook computers, monitors, tablets and televisions for a variety of clients around the world, including Apple Inc., Alphabet Inc., Acer, Lenovo, Dell, Toshiba, Hewlett-Packard and Fujitsu.

Article dated 19th Aug 22
Lastly, Vice President Seon Ho concluded with, “It has been half a year since QD-OLED TV came out as a set, and Samsung Electronics and Sony are selling them. Next year, we will continue to strive to create brighter and clearer displays so that more products can be launched in Korea. I hope the display industry develops in a better direction.”

Samsung Display mainly exhibited QD-OLED TVs at K-display 2022. Samsung Display has mass-produced QD-OLED panels since the end of last year. The production capacity is 30,000 sheets per month and the products produced are 55- and 65-inch TV panels and 34-inch monitor panels.

Have been able to find out who is making the panels for Toshiba TV or if they are CF.
Launched in Germany, I'd expect them to be RoSH compliant.
https://www.t3.com/features/why-you-should-buy-this-toshiba-quantum-dot-tv-over-a-samsung-qled

I tried to buy via HL same outcome, no quote but they will take any quantity. So who knows?

If I'd been Samsung at the out set I may have followed the same path as they did. I'd have thought to myself, Nanoco can't bring this tech to market, I can by spending $15 billion on a factory I've got distribution. If they come after me so be it, if they go bust I'll buy the shell and IP.
I'll allocate $500 million against any outcome.
Its just numbers, and Samsung knew what the various costs could be.

It boils down to Nanoco and it's backers are bullish on what can be achieved financially with the wins so far and prefer not to settle. Samsung believe they can achieve the best outcome by legal defense. That is why it's going to court.
It's going to court, and both will be content with the outcome unless one party settles for more or less

At the heart of the problem, Samsung don't believe they can win but they do believe they can do better than negotiating. The rigidly hierarchical nature of Samsung decision-making and how those at the very top are immune to responsibility for mistakes.

Samsung have a lot more parameters to concider than Nanoco in terms of what is acceptable at this point. I suspect a resolution may have been found had they not had the wilful infringement element. That's the sticking point. For Samsung it's what they can fight and try to reduce. For Nanoco and it's backers that the big prize payday.
Who in Samsung would want to be the person who signed off on multi million pre trial settlement, career suicide.