Member Info for Ecclescake

Realistically no one knows the situation on interest from petential buyers or what price any bids for the company if any at all. We've ended up with our investment turned into a bet and the decision at this point is am I going to come out winning or losing, or should I cash in now.
We try and gather as much information to make that decision, but there is very little to go on. One small factor is the amount of shorts on this is very small so at the moment 0.63 % shorts declared which I think is a good sign.

Midday Yesterday the Bid & Ask both went to 0p and I was expecting an announcement which did not happen.
Not sure why, but if there is an offer for the company makes sense to announce during trading.
There appears to be some disruption in the TV market at the moment with Chinese looking to have the upper hand over the Koreans. Performance of the next generation QD 8K looks to be better than the OLED, LG display are strapped for cash and Samsung have delayed the fitting out of a new factory. Nanosys QDs look tobe the only game in town and they are getting a lot of PR. Mini LED 8K should be coming out late 2020.

Good progress on the gas pipe. I hope it's going to work okay, because that welding looks sub standard to me and being so close to the ground makes the lower weld difficult.

Brasso we don't know the reason, but it could be the JP have changed the policy recently based on only investing in companies above a certain market cap to give liquidity in the case of cash call. Fall out from Woodford saga.
Anyway it's given us both and others opertunerties to bring down our averages and it maybe why news from the company has been sparse in recent months hopefully it's behind us now. The recent move up has got some attention and made some ripples in the Twittersphere which is a first.

FYI
https://youtu.be/bW2VY96-S-A

Bit long winded, but worth a look to understand a bit more about the latest tech and could be why Samsung are reviewing the manufacturing tech and what they are up against.
https://youtu.be/qVC3GWa2BFI
Thanks to everyone for contributing

Samsung and LG facing production and performance issues and now Chinese multinational TCL launching mini LED tech with QDs at CES on 6th Jan
https://www.avforums.com/news/tcl-to-showcase-latest-mini-led-technology-at-ces-2020.16982

Samsung delay is being reported and I would speculate a reason. It could be they are looking to use a different IP or type of QD for the process as one is now availible to them exclusively, just need to finalise the deal first.
https://www.avforums.com/news/samsung-to-delay-qd-oled-investment-plans.16991

Argentina see gas and oil exports as a means to deal with economy woes.
https://www.spglobal.com/platts/en/market-insights/latest-news/natural-gas/122619-chile-lng-imports-slump-as-argentina-pumps-more-gas
There is also a link on in this article about increasing shale oil
Government back expansion is good for the oil and gas industry

5 mill trade just landed from this morning

Correction published July I found it in October.

Just speculating by piecing bits of information together, there where a few articles published which short of confirmed the AR project being placed on hold. Here is an article published back October time.
https://www.engineering.com/ARVR/ArticleID/19375/Apples-Reportedly-Throws-in-the-Towel-on-AR-Glasses.aspx

I think the aesthetic issue is correct, but it does not come from our technology directly. I think we can conclude the the project was stopped because they could not reconcile the power requirement to run the AR wearables so requiring a large headset or power pack. This required extra development time to resolve, hence the project is still live.

They have put him in charge of YPF the largest oil business in Argentina and the government owns 51%.
The economy needs dollars so yes I think it's a good move, rising tide raises all ships.

We should hope they have at least a team working from each end, but nothing to stop them having multiple teams.

https://twitter.com/PresidentPlc/status/1201857167227342852?s=19

Brian bru, they could have shown something with a bit of action I agree, it looks a bit like our motorway road works where nothing ever appears to be happening. I expect it's a fairly low tech operation and preparing the route is a large part the rest is digging a 2 foot or so trench and laying plastic pipe from a coil welding a joint every 50 feet. Should be able to wiz along, depending what obstacles and there doesn't look like many of them.
I guess simular tech to this https://youtu.be/5WFtzxykcxk go to 6 minutes 40 seconds to get an idea.

Following on from an earlier post about Samsung promoting non toxic QD here is an article about Cadmium free QD used by Samsung
https://www.kitguru.net/peripherals/monitors/joao-silva/samsung-is-working-on-self-emissive-qled-diodes/

Who knows we may get an offer completely left field, from private equity.

When Apple overcome the technical issues which stopped the project with Nanoco they will want to protect their supply chain for future production. They won't want someone else to have the tech or IP. I think we're in a good postion for a offer or an extended contract.