Member Info for Eskers

Great new carewear website. It was showing blank earlier this morning and so must be launching today / this week.

Has the medical patch website disappeared? Was it carewear.net?

Also got a reply from Asus - but gives less information: "Thank you for contacting Asus support Please be advised that this is not specified, so aside from QD we are not able to provide such specific information unfortunately. Our apologies for the inconvenience caused by this Kind regards, Peter S. Asus Customer Service" Given that the x27 and the PG27UQ use the same AUO panel, my guess is that neither gaming monitor uses Nanoco's dots. Disappointed.

I emailed Acer this week to ask about the Predator x27. This is the reply I've just received: ""Good morning xxxxx I trust all is well with you, In response to your previous mail and query on the Acer X27: “My question relates to the new Predator x27 ..... I am considering purchasing an x27; however, before I do, I wish to understand if the panel uses cadmium free quantum dots (rather than cadmium based quantum dots). I cannot find any details in the specifications and so would be grateful if you could please confirm the type of quantum dots the x27 utilises. Many thanks in advance.” The Panel uses Cadmium based quantum dots, It is most efficient given the specifications of the monitor"" The email is from Jack Mainetja Internal Account Manager

Cadmium-free Segment to Dominate the Global Quantum Dot (QD) Display Market The material segment is divided into cadmium-containing and cadmium-free. Cadmium-free segment is anticipated to dominate the market owing to various benefits provides by cadmium free quantum dot displays around the globe. Eco-friendly nature, pure color, and wavelength tenability are some of the key factors driving massive global investment in cadmium-free quantum dot displays. As cadmium is toxic in nature, several major OEMs have started launching products only using cadmium-free technology. Cadmium-free quantum dots offer vibrant color for liquid crystal displays (LCD). Hence, many electronic consumer devices manufacturers are offering cadmium free quantum dot displays in smartphones, tablets, TV�s, and laptop. These factors are expected to boost the growth of the quantum dot (QD) display market. Cadmium-free segment is anticipated to expand at the highest CAGR of over 24% during the forecast period of 2018 to 2026. https://cmfenews.com/quantum-dot-display-market-cadmium-free-segment-remain-lucrative/

WSG purchased 3 new domains last week: westminster-training.com westminster-consultancy.com westminster-compliance.com

"Optical film supplier Wah Hong Industrial has secured a five-year US$50 million syndicated loans with an 11-member banking consortium in Taiwan as it has laid out a bold plan to further enhance its presence in India and ASEAN countries. As part of its overseas expansion plan, the company will set a LCD material backend (cutting) line in Indonesia to ramp up its output to meet local demands in ASEAN markets, according to company sources. The company's existing facilities in Malaysia and Indonesia are currently focusing on producing BMC (bulk molding compound) materials and finished molded products, said the sources, adding that the new cutting line, which will come online in the second half of 2018, will help ramp up total output. Wah Hong has aslo established optical film plants in a number of cities in China, including Suzhou, Huizhou, Ningbo, Xiamen and Qingdao, making it the largest optical film provider in Greater China area currently. The company will also expand its ODM business and is currently cooperating with clients to develop related materials for 5G, networking, green energy and electric vehicle applications."

A translated article: https://www.digitimes.com/news/a20180605PD203.html

Could be an interesting period of time - looks like the IMID, IFA and Touch Taiwan exhibitions are all due to be held within a few days of one another... Touch Taiwan in particular will be interesting as AUO will be one of the the big exhibitors. I have an suspicion that Samsung may be waiting until IFA to announce more details about a potential release date for the 85 inch 8K Q9S (this model used AUO panels at CES 2018).

Translation is poor - but the gist is that Wah Hong have secured $50m of funding to provide ongoing working capital and to cover expansion in China, Malaysia and Indonesia - in order to service increasing demand across their 2 main lines of LCD optical films and functional materials. http://www.chinatimes.com/cn/realtimenews/20180604002596-260410 CFQD film gets a name check.

Not a big point, but this video seems to suggest that the delays in getting the x27 and the pg27uq to market were not panel related - but were related to the technical difficulties of getting HDR to work with G Sync. https://www.youtube.com/watch?time_continue=693&v=u-7IXNLeY3c

I understand that pre-orders are now shipping on monday. This website also seems to suggest in store pick up available from 8th june: http://www.microcenter.com/product/507686/Predator_X27_27_IPS_HDR_LED_Monitor

"There will be three additional night flights to Accra, Ghana and Freetown, Sierra Leone effective August this year." https://www.standardmedia.co.ke/business/article/2001282465/kenya-airways-to-increase-flight-frequencies-across-africa-and-europe

"In order to differentiate itself from the terrestrial optical material plant market, Huahong increased customer diversity and developed higher-order optical films. Recently, it cooperated with Nanoco, a British manufacturer of nanomaterials, to develop a cadmium-free quantum dot optical film; in addition, six coating layers were used. The production line develops niche products such as onboard vehicles, and develops all-around optical film products. In response to the growth of India and ASEAN markets, in addition to the establishment of facilities in Malaysia and Indonesia, the optical business will set up a new cutting line in Indonesia to expand its operations." http://www.investor.com.tw/onlinenews/NewsContent.asp?articleNo=14201805310150

https://www.al-monitor.com/pulse/originals/2018/05/iran-europe-eu-jcpoa-guarantees-red-lines-trump-trade.html

https://www.trtworld.com/europe/eu-foreign-ministers-seek-to-keep-iran-nuclear-deal-alive-17812

"Chief safety officer of AWA, Captain Kwasi Oteng, said the airline has grown steadily from domestic operations to international and that they expect to expand beyond this region and with Sierra Leone to be the west Africa hub. And with that they hope to increase the operations day from three times a week to daily." https://awoko.org/2018/05/25/sierra-leone-news-awa-commences-operations-with-12-flights/

https://eeas.europa.eu/headquarters/headquarters-homepage/45227/chairs-statement-following-25-may-2018-meeting-joint-commission-joint-comprehensive-plan_en

The EBITDA was negative �0.5k for 2017 with 111,000 departing passengers through Lungi for the whole of the year (av. 9,250 per month). There have been 4 new airlines starting at Lungi since November 2017 (ASKY, Air Peace, Turkish Airlines and Africa World Airlines). These airlines added 18 weekly flights to and from Lungi. Med View has recently stopped their 3 services a week � but that is still a net gain of 15 flights a week since November 2017. Number of weekly flights in October 2017 was 34 per week � so the net 15 additional flights represents an increase of 44% over the last 6 months.

For what it�s worth, my thoughts on WSG remain the same following these results� I think the market in which they operate is a growth area, and I like their managed service business model - where income is dependent on passenger numbers (and passenger numbers globally are increasing year on year). They are however a small company who, without additional contracts, will need to raise money to continue � but if they get a contract (or two) then the SP will multiply. It therefore remains a binary bet. They will either get additional contracts or not. They may need to raise money at some point without contracts coming live - but the upside (even if there is more dilution first) remains a multiplication of the SP. Traders will continue to trade this (and admittedly have probably made more cash than me over the last 2 years), but for now I�m still holding my binary bet. In the interim, the naysayers have now moved their argument on from �there is no ME contract you idiots� to �OK, there is a contract, but it will never become live�. On the upside, following this morning�s results, we now have greater clarity on a signed contract for 15 years revenue. What is interesting to me is that, if this comes off (appreciate it is still and �IF�), the upside may be bigger than I had hoped � demonstrated by the additional 2.6m euro supply contract with Iran mentioned this morning. I suspect there is plenty more where that came from IF we become operational in the country. Little WSG getting a large contract like this signed in Iran is a massive accomplishment. The frustrating thing is that, to a larger extent, we are now in the hands of the politicians and not master of our own destiny. We will have a trading update and AGM at the end of June and an ultimate longstop of the start of August on the political side of things. Could be an interesting couple of months�.