Member Info for Mars1

Not too keen that they are using low toxicity QDs to grow food. That probably means something like cad light. But in the food chain.

There are so many opportunities I do not believe anyone forgets it is just each opportunity has such depth and each strand of discussion reflects the extent of each business opportunity.

InVisage using film as well as it sensors would also tie in with Eskers previous post re Wah Hong expanding film production in Indonesia ie equivalent expansion to that happening in Runcorn.

Having read the interview posted over the weekend it is becoming difficult to believe it is not InVisage. Here is a a quote from the interview “We can put QuantumFilm on other circuits. And we could also do optical sensors for ambient light, infrared for simple sensing," said Lee.

Q7: InVisage has raised more than $100 million in venture capital. How can you pay those investors back?

JL: "It's true the conventional semiconductor sector is a jungle with companies fighting at the leading edge. This is one of the reasons venture capital has turned away from that sector. But we are on a mature silicon platform – 110nm. It's a very different capital investment process there. We have our own fab in Taiwan but it is only focused on a couple of processes – a spin-on process to add the film and the definition of the pixels."
So only one fab. Cannot therefore produce own cfqd and as far as I am aware N is the only cfqd they are pursuing infra red sensors and using film.

Interesting commentary. Unfortunately no timetable was presented for milestone payments. Therefore the first 2 payments came as a surprise. Now £2.6m is not a small sum as interim payments to agree a way forward and it would not be paid by an insubstantial company so it is going to be a major corporation and finally N is not an AIM company which has been pointed out to a number of previous posters.

Nocky look at the interim results presentation the market size for display is growing. All independent analysis.There are more qd products that will need to be cadfree next year. There are limited suppliers so display is a patience game.

Wellwell Edison go on to say autonomous vehicles are a possibility but are more in the future

Nanonano I have not seen that article relating to that Apple patent. I was never convinced it was Apple but have just reread the comment from Edison that highlights the most likely use of the sensor-“We do know the partnership centres around developing an innovative image sensor product. This is a very large market – Research and Markets estimates the global image sensor market was worth $14.19bn in 2017 and forecasts that it will grow at a 9.75% CAGR to reach $24.8bn by 2023. The biggest single growth opportunity within this category is the introduction of 3D sensors in the 1.5bn unit per year smartphone market. We have seen the inclusion of first-generation 3D sensors in front-facing cameras significantly boost the financial performance of the likes of IQE and Lumentum. This adoption curve still has a long way to run, especially given their expected adoption in the rear-facing camera as well as the front within one or two generations of devices.”

PS it also seems positive that the have a matching buyer taking up the stock. Hence the positive price.

Given the recent 15 per cent increase in value of Nanoco it is more than likely that the fund weighting in holdings is now in breach of permitted limits and therefore the weighting will have to be reduced to bring them into line.

Fall in sterling good for Nano’ s foreign currency income. How low will it go.

11.39m shares is 4per cent of shares in issue traded today

Does feel as though switch/buy for two funds as divided moved in equal quantities

If new institution will only see first TR1 if holding passes through 5per cent

There were 4x1.3m share deals. Could be a switch could be a fill order divided when complete with an ave price

Not long before more news. AUO have a number of UHR products on display. https://www.touchtaiwan.com/en/visitorExhibitorDetail.asp?comNo=108

Loss after tax was £4.2m in the 1st half with £196k income. If we take £4.4m less £2.6m already in the kitty that leaves a shortfall of just £1.8m. Some costs will be higher as they were recruiting production staff. So if we say any revenue above £2m N could be operating with positive cash flow.

The one aspect that concerns me about the Tenner appointment is his experience or lack of in the foreign currency markets. Looked like NCC was pretty much UK orientated. Most if not all of Nano,s revenue going forward will be in overseas currency and calling the currency moves and forward hedging future income streams when necessary will be a key part of his role.

Yes brilliant in more ways than one. BT would have assessed his future with both NCC and Nano and would only move if the prospects were better and would outway the risk of what he was giving up.

BC agree Nano cannot control product to market that is owned by OEMs. Although Nano product will reach panel makers long before product hits market. AOU will need certainty of stock prior to batch running a particular panel.