Member Info for Ecclescake

Maybe what I should have said was I'm positioned to expect a court case and outcome.
1. Why would Nanoco ask for anything less.
2. Risk for Samsung, but see 1.
3. Item 1
4. Almost no Brand damage, buying public don't care ware the tech comes from. Samsung have wilful judgements against them.
5. Each is diffent depending on strength of facts. Many cases have gone before this and I don't believe Samsung mussel has had an impact so far. And that a double edge sword if you settle rather than fight on.
6 Samsung will argue royalties on panel cost ex works. Nanoco don't have any input in the added cost to make a panel into a TV.
Cost of Lawers is a given for Samsung, just a line on the annual budget.
I don't have to be right it's my expectation a court case will happen. Samsung aren't in a rush.

I hope the jury behave in respect of the rules, because Samsung's lawyers will be on the ball regarding Internet searches and other transgressions. I'm convinced Samsung will take this to court.

Hopefully get shot of the seeds and concentrate on core business. It's damaged credibility IMHO

Judge Gilstrap could accommodate Samsung by bringing the date forward, wouldn't that be helpful :)

I think the share price has held up well in the past week, after all the turbulence. I wounder if we will get any news around the AGM on Wednesday?

EDIT,
25% of gross profit on selling price is UNreasonable

I think the case for the award amount will be based on the discussions highlighted by Nigwitty.
25% of gross profit on selling price is reasonable, it's unworkable from an audit aspect. There could be an award based on a panel price ex works as Samsung only make panels they then sell them to others like Samsung Display, Sony, Dell who add the hardware and software to make a TV.
The initial start up of panel production has been expensive rejects alone. I don't think it would be wise to get involved with that type of negotiation and Samsung have done the whole supply chain. one way would be to value plus, ie % royalties on the added value of a panel exworks. Unlikely to get Samsung paying royalties on Sony tvs.

Royalties values can be arrived at by any means and there is no hard and fast rules. I've never heard of percentage of gross profit, and I wouldn't link it to a variable. It has more to do with added value, and depends on if your the buyer or seller.

Maybe Nanoco could help improve the performance, I've seen elsewhere criticism of the pixel arrangement causing issues.

Good find, did you read the rest of the article.

Samsung will put forward arguments to reduce the court awards. They will say, 'if we hadn't spent $11 Billion on a factory, countless man hours in development, these patents would still be on a shelf gathering dust' I realise this would be a different negotiation if they hadn't walked of with IP. Ideally Nanoco and the courts will come to a fair and equitable award, plus a continuing partnership with Samsung. QD panels still need to be proven a success with the buying public and production could still be an issue, Sansung were reporting a 70% reject rate earlier this year. 28 million sales sounds a lot but no where near breakeven. This all falls apart if it not a commercial success we'd we're not over the line yet.
https://www.whathifi.com/news/samsung-display-apparently-struggling-with-qd-oled-production

When Samsung set out to find the next generation TV one of the prime objectives was to have a technical advange no one else had for as long as possible. They could see QD was the way but couldn't work out how to achieve the essential cadmium free aspect. Competitors where on the same quest. They found the answer with Nanocos tech and IP, but to sign an agreement with Dow Nanoco would have shown the world the way forward and shined a light on Samsungs next generation TV. It would have not been a exclusive agreement with Dow which would have been a huge impact on Samsungs abilities to leverage the, tech, time advantage. They walked away and probably said to Nanoco we're not interested, it's not the answer. I also think LG launched a cfqd TV around the same time, but it was not very good and probably set CFQDS back.
The key for Samsung was to keep everyone in the dark about the next generation TV technologies. Right now the nearest Competitors are years behind and Hansol aren't about to supply anyone, Nanaco are yet to ramp up production so Samsung have a secure supply chain the latest best tech and at least 3 years maybe 5 before they will have any Competitors, Samsung have already started to supply Sony with panels and otherswill follow. This time advantage over Competitors is worth many billions and I can't see them in a rush to settle, there is hardly any downside to letting the legal resolution take its course. Unless Nanoco settle for something less than Samsung believe the court will impose. The wilful infringement being the only cloud on the horizon and that has yet to be argued, Samsung have had judgements against them on willful infringement so it does appear to cause any discomfort. Samsung have had a play book from the kick off and will make Nanoco push this all the way. At the end of the day, because of the technical, time advantages, Samsung will be the market leaders in CFQD TV and no settlement will factor in the financial benefit they will achieve. We will get our pound of flesh, but Samsung will be the better off by far.

Didn't take long did it ;)

Transformative tech is here now, rolling off the production lines. Contains small amounts of cfqd but there will be billions required.
https://www.globenewswire.com/news-release/2022/06/09/2459736/0/en/Metalenz-and-STMicroelectronics-deliver-world-s-first-optical-metasurface-technology-for-consumer-electronics-devices.html

Following on from that is Japan Display this from a few weeks ago. If you have a crash around on the site you see other interesting oled info. Nanoco have a good connection as a cfqd manufacturer, part of the cake.
https://www.oled-info.com/japan-display-announces-breakthrough-lithographic-based-oled-production-method

ST micro hitting the headlines for Lidar production.
I think we're going to get more news on production ramping up. Plessey are hiring and are linked to Meta glasses and worked closely with Nanoco.
https://moeara.com/worlds-first-printable-optical-metasurface-for-vision-3d-sensing-lidar-now-shipping-in-consumer-products/

Odd situation from Texas LNG terminal fire, prices fall in USA because terminal unable to export gas. Prices rising elsewhere due to shortages caused. Possible knock on demand for Argentinan supplies, hopefully outweighing lower prices from Louisiana.
Sabotage maybe

He is a reincarnation, but not BTB. I'm surprised no-one has twigged it.

Argentina's oil production is breaking records according to news reports. Output hit 11 year highs, exports to USA hit 4 year highs and they have launched a tender process to build a new gas pipeline out of its huge Vaca Muerta. Hopefully all this will lift all producers and PPC could be exporting more of its production.

Could be unveiled tonight starts at 6pm gmt

https://youtu.be/q5D55G7Ejs8