Member Info for Mars1

where there is a will
www.**********.co.uk/series/daily-podcast/

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Instructions as below the link did not paste first time.

New holder been buying over the last week. In case other new holders not heard this it is well worth a listen. Scroll down to the 10th April. It is Dan giving an update on the recent contract.
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Market for Excellagen in the US alone is 6m to 13m suffering foot ulcers, so manufacturing income has good potential. The Hardman report on Page 2 said there are 11 development contracts of which Excellagen was just the first.

“Plessey will unveil its cutting-edge microLED technology breakthroughs and demonstrate why its scalable and repeatable GaN-on-Silicon monolithic process is the only solution for next-generation display products.” A further quote from the Plessey website
http://www.plesseysemiconductors.com/plessey-strategic-alliances-display-week-2019/
No doubt the “breakthroughs “ relate to the development with Nano.

Attached is a copy from the Plessey website about their stand at Display week where they will be joined by partners. For such a crucial bit a display tech Nano will be on the Plessey stand.
“While visitors will get a first-hand look at Plessey’s latest technology developments, they will also be joined by a selection of their valued partners:

Vuzix: A continuation of their long-term supply agreement, Vuzix will join the Plessey booth and visitors can enjoy a demo of the Vuzix Blades world leading AR glasses.
Jasper Display Corp (JDC): Plessey utilises JDC’s innovative high-density silicon backplane to drive its own monolithic microLED displays manufactured on proprietary GaN-on-Si microLED wafers.
Nanoco Technologies: Plessey have been able to reduce pixel size by up to 87% utilising Nanoco’s cadmium free quantum dots (CFQD®) semiconductor nanoparticle technology to convert Plessey’s native Blue to Red and Green.”
Their news is worth a read as it confirms Nano tech has delivered the colour spectrum required and the size reduction needed. As the next big display tech Nano has just moved forward a generation in display.

Well interesting day. More than full price recovery after 2m shares sold how well underpinned are the shares. Either a buyer was lined up for the shares or the market is beginning to understand how big this Plessey development can be. The RNS in January said it would be delivered in 2019. It is the next big display tech and P have a huge lead.

Microleds with the micron size advertised just seems too soon. As you say they may have worked on development some time prior to the RNS. This may have been released close to development success. The RNS is clear prior to the partnership the micron size was 30+.
If the analysis is correct this is so far ahead of what else is available. As Plessey day this will disrupt the market.

Sorry just realised it was not polite. A candela is also a nit ....not intended mixed up with Nig but given your tech analysis more appropriate than some of the sarcasm that comes your way.

So you are really Candella

Their website clearly states one copy attached however less than 5 meets the RNS target.
http://www.plesseysemiconductors.com/products/microleds/

Yes but beyond my comprehension 100,000 nits Hisense were promoting 2000 nits for their new Roku TV.

I see in the advert for SID posted by NigWit that Plessey are advertising microleds the size of one micron. The partnership with Nanoco was to reduce the microleds from 30 microns to 4 microns as per the RNS of 4th Jan. So is that a success or is it not that straight forward.

Latest promotion
https://storage.googleapis.com/wzukusers/user-26831283/documents/5cb8abaf65d6ehL2p6eg/PR_Olaregen_DLS_4_18_19.pdf

For some reason had a little niggle about the presentation and could not quite put my finger on it. Page 9 the supply chain has the answer. There is now a supply line from Dow DuPont to Wah Hong. I have checked the 2018 final presentation and that supply line did not exist. Now either this is a Tennerism and is just evolving slides or DD is now supplying WH. Now why would DD supply WH. Well if WH was making film for aDD client. So who? Well Hisense have new TVs with QD film out in May/June depending on which report you read. Hisense is a DD client. Reading Nanosys news they do refer only to qd technology and not Hyperion film. However cannot find enough info about performance for the new TVs to compare the two films. But the new TVs are also coming to Europe/UK.

6 mins into interview below launching mid April with limited stock by September will have built stocks up for a regional pitch. So revenue from Excellagen manufacture will only just be coming on stream.

https://vimeo.com/331330957

Reuter’s regurgitated
https://www.google.co.uk/amp/s/www.cultofmac.com/619976/apple-seeking-next-gen-lidar-sensors-for-possible-apple-car/amp/

Well that pretty much confirms it. It is exactly what nano has being working on car sensors new tech and the cross reference to Deutsche pretty much seals it.

Bass more likely to be a holding in an institutional fund transferring from LO to Oddo therefore no change of ownership just control.