Member Info for Eskers

"Merck offers a diverse and complete portfolio of panel materials, including key materials for organic light-emitting diodes (OLEDs), quantum dot technology materials, photoresist materials, reactive liquid crystal materials for 3D displays. (reactive mesogens), as well as innovative materials such as microLED."

http://www.chinatimes.com/cn/realtimenews/20180830003557-260410

"AUO has been enhancing its deployment in the gaming panel sector and that the company currently holds a 50-60% share in the gaming panel segment, which has helped shore up earings at AUO."

https://www.digitimes.com/news/a20180830PD202.html

Samsung have announced their 85 inch 8K cad free quantum dot TV will be available in the USA in October. At CES18 it was announced that AUO were supplied the panels for the Samsung 8K TV - do we know if that is still the case...?

Announced the X35 curved gaming monitor at IFA - QD's, but again no certainty yet on whether they are Cad free.

Chunghwa Picture Tubes (AKA as CPT - a Taiwan based Co), announcing mini LED and cadmium free quantum dot material developments:

https://www.ledinside.com/news/2018/8/cpt_to_showcase_mini_led_and_qled_applications_for_automobiles

These are the AUO gaming monitors on display at Touch Taiwan:

https://markets.businessinsider.com/news/stocks/auo-to-showcase-astounding-lineup-of-high-spec-gaming-lcds-to-seize-future-market-opportunities-1027485541

Looks like Carewear Firefly healthcare products (featuring Nanoco's CFQD's) are now on the market and shipping. https://www.carewear.net https://www.carewear.net/shop

Both Innolux and AUO have announced plenty of QD panels which are to be showcased next week. No mention of the magic word 'cadmium free' though. Hopefully the picture will become clearer Tuesday / Wednesday (from memory, Nanoco sent out a tweet at the start of the last Touch Taiwan event to say that their dots were on display in various products).

https://www.youtube.com/watch?v=Yt4C2xizJ1o

We know these gaming monitors utilise AUO quantum dot panels and are set to be released by Acer, Asus and HP. As it's an AUO panel, it's possible these gaming monitors use Nanoco dots (albeit, not confirmed as I've not seen a spec yet saying they definitely 'cadmium free'):

https://www.dvhardware.net/article69425.html

Not sure if these are new or not, but there seems to be a collection of pictures on Google which suggest they were uploaded to the HNR site earlier this morning:

https://www.google.co.uk/search?q=%22highlands+natural+resources%22&source=lnms&tbm=isch&tbs=qdr:d&sa=X&ved=0ahUKEwi_yYTt9ILdAhXCJ8AKHQYoAOcQ_AUIDSgE&biw=1518&bih=718#imgrc=_

MikeGP - Interim results are 21st Sept.

May have been posted previously, but just seen this:

http://www.oilholicssynonymous.com/2018/08/gazing-at-dj-basins-shale-gale-with.html

To me, the 3 advertised ME vacancies are all iran airport contract related.
We are told that the Westeminster Sicherheit Company was specifically set up for, and is critical to, the ME contract (which we now know to be Iran).
Last time I checked (c. 2 months ago), there was not a 'vacancies' section to the w-sicherheit website. There is now - and it is advertising the 3 ME roles (NB - it is not advertising the more recent Field Engineer role, which I therefore believe is not contract related and probaly for the Westminster International Co). To me - why bother adding the job ads to the w-sicherheit site unless the jobs are related to the German Co (and ergo the Iran contract)...?

Also a podcast:

https://www.youtube.com/watch?v=3Ua7qm4aoBc

Sorry if this article has been posted before:

https://www.reachx.co/insights/gaurav_sharma_editor_reachx/highlands_natural_resources_oil_upstart_thats_monetising_barrels_as_well_as_drilling_technology

"AUO is actively investing in Mini LED backlight technology, and related applications such as e-sports monitors and VR head-mounted displays have also stood out in this fierce competition. The award-winning 27-inch UHD 4K 144Hz Mini LED ultra-high refresh rate gaming monitor panel features accurate and instant zone dimming with 1,000 nits of ultra-high brightness combined with UHD 4K ultra-high resolution and 144Hz ultra-high refresh rate. Bringing users a smooth and smooth visual experience, and introducing HDR ultra-high dynamic range technology, the dark shadow of the dark part of the game screen and the outline of the bright objects are fully presented, providing a rich light and shadow level and a closer experience to the real environment. The VR head-mounted display panel, also with a Mini LED backlight, creates a 1,024-area backlight control zone in a 2-inch screen with stunning ultra-high resolution (1440 x 1440) and 1,000 PPI ultra-fine The image quality can meet the high image quality requirements of VR monitors, providing users with an immersive VR experience. AUO actively invests in R&D energy, is committed to technological upgrading and product differentiation, continuously strengthens its leading edge and continues to create higher value for customers and consumers. The award-winning products and technologies will be on display at the "2018 Touch Taiwan Smart Display and Touch Exhibition" at the Nangang Exhibition Hall in Taipei from August 29th to 31st. Welcome to visit."

Hopefully we will find out next week at Touch Taiwan whether any of these panels utilise Nanoco's dots...: http://www.ctimes.com.tw/DispNews-tw.asp?O=HK28L9U9PACSAA00NL "AUO announced today that it has won four 2018 Display Panel Product Technology Awards (Gold Panel Award 2018), including the "85吋8K4K full-plane borderless ALCD LCD TV panel" and the "65吋4K HDR 144Hz speed refresh rate". "Variable esports panel" and "27 吋UHD 4K 144Hz Mini LED ultra-high refresh rate gaming monitor panel" and "2 吋 LTPS VR headset Mini LED display panel" with excellent technology award. 65吋4K HDR 144Hz speed refresh rate inverter gaming panel. 65吋4K HDR 144Hz speed refresh rate inverter gaming panel. AUO leads the display technology trend and has been recognized for its outstanding performance in Big Format Gaming Displays (BFGD), 8K4K LCD TV panels and Mini LED backlight technology. The Display Component Product Technology Award is sponsored by the Industrial Bureau of the Ministry of Economic Affairs and hosted by the Taiwan Display Industry Association (TDUA). The Display Industry Promotion Office of the Industrial Bureau promotes the display components, products and technologies with innovative technologies and market advantages. This year, AUO has won four awards in the "Excellent Technology Award" and "Outstanding Product Awards - Panel Modules" six awards, which is the biggest winner of this year's Display Component Product Technology Award. The award-winning 85吋8K4K full-planar borderless ALCD LCD TV panel is designed to create 8K4K beautiful images through large-size TV panels, with a new generation of HDR high dynamic range technology for better contrast and wider color. The field, panel brightness up to 1200 nits, can preserve the color and detail of the light and dark parts, and integrate ultra-high resolution (7680 x 4320), 120Hz high refresh rate, quantum dot wide color gamut, showing the delicate beauty and smoothness of life. High-definition motion picture, with a full-frame, no-border and 4000R golden curvature design, will enhance the high-end TV's top visual experience to a new level. Another 65吋4K HDR 144Hz ultra-fast refresh rate esports panel that won the Outstanding Product Award successfully extended the high-end e-sports display technology to 65-inch oversized size, with a 144Hz ultra-high refresh rate, even if the picture is rapidly changing, there is no delay. No residual image; equipped with a new generation of HDR high dynamic range, the maximum brightness of the panel can reach 1000 nits, which makes the brightness of the game screen wider, darker and more bright, and integrates UHD 4K (3840 x 2160) Resolution, full-plane borderless and Quantum Dots wide color gamut technology, giving players a more realistic and more powerful gaming experience. AUO is

http://highlandsnr.com/nitrogen-film/

I don't post much on here, but my take on the AGM was positive.
Most of the presentation was on the nitrogen play. They are genuinely excited by this opportunity and it is their near term focus. They are talking to a number of interested parties about the nitrogen. There's a new video which will be on the website shortly. They will consider a competent persons report on the project.
They are on c. frack 20 out of 50 in the East Denver Wells. True's costs on the 6 wells is about $40m.
On the negative side, I don't think there will be much news over the coming weeks to move the share price.
On the positive side, I think we could be in for a very good CY Q4 newsflow. I'm holding (and may buy more if the SP dips).
All IMO. I could well be wrong (and frequently am).