Member Info for Mars1

This time the tech guy looking at ASUS. Twice the views of the last you tube presentation with over 39k hits. https://m.youtube.com/watch?v=k5SYF27NuAg Basically same message.

I find it interesting HP is to launch a BFGD. Such a huge provider of pc screens. What will be Dells reaction. They are on the list of prospective OEMs but no clues yet to what they are working on.

BC It is a reality in this business that we have a lot of experience. This products are state of the art and with so many new components delays outside of Nanos control will continue. My take on this is Nvidia are being much more cautious about delivery dates as they have gained experience with the 27” panel. In the meantime we have the 8k/4K tv panels being shipped by AUO as they have announced this qtr.

Nvidia are performing sales research for BFGDs and confirm Acer, ASUS and HP are launching the 65” monitors. https://www.nvidia.com/en-us/geforce/products/big-format-gaming-displays/

Further comment issued today re the launch this month of the 27” monitors and a brief comment that BFGS are still on their way https://www.google.co.uk/amp/s/www.techspot.com/amp/news/74653-nvidia-shares-144hz-4k-uhd-monitors-g-sync.html

NW is that three loads of acrylic in Feb and one load in March as there are three codes used in Feb, with the third load being delivered part in Feb and part in March.

BTB I am somewhere in between. The TV analysis was interesting that some of the panel makers have excess stock of certain sizes. I should think AUO mass producing 27” panels for monitors is good for them given the growth in the monitor market. The other point made in the analysis was that the expect growth in 4K and 8k and large panel high end TVs all of which are in the zone for Nanoco. So this is finger in the air 0.25 1st half revenue, 2.6m in milestone payments, 1m payments to cover nano particles implementation costs as this will be paid as incurred, 250k development costs for 2nd agreement and as AUO are mass producing 27” panels, 65” panels, 4K and 8k TVs I will go for 4 months at 42g a month and £3.5m of sales. Gives me a total of £7.6m.

This was interesting https://ihsmarkit.com/research-analysis/various-factors-will-influence-tv-panel-pricing-for-the-years-first-half.html

The one thing we can take from Wellwells post is that for the first time we are seeing mass production by AUO not testing or sampling. This does match with the last ME interviews where he said they were gearing up. So if the largest panel maker is mass producing then it can only mean Nano is mass producing too. So from the beginning of May for AUO should mean at least 4mths of the current year for Nano.

1.1m gaming monitors sold 1st half of 2017 up 350 percent on same period yr before. ASUS 17.4 percent and Acer 12.4 percent. Say 30 percent of 3m is 1m monitors. 27” is the most popular but these are the top end spec. 50000 is 5 percent of sales. Not only that we have 11 other OEMs working on products. AUO themselves have announced that they are shipping 8k panels this quarter and we have the 65” gaming panels also. http://news.ihsmarkit.com/press-release/gaming-monitor-shipments-soar-350-percent-year-over-year-revitalizing-desktop-monitor-

Volume difficult to gauge. The line will be set for the panel size so my guess is a quantity will be made for immediate delivery to Acer and ASUS and some held in stock for follow up orders. Now I seem to recall AOC was going to make a monitor based on the same panel but they have been very low key. So assume 50 countries half the panel run would mean 250 per country per product if we ignore AOC. That would mean in the UK PCworld would receive one display model and one for sale in each store. Now maybe you can have a go at estimating what they will produce.

I seem to recall in ages past we worked out roughly as pure guesswork about £17 for a 27” panel. So 50,000 would generate about £850k

GM autonomous cars to the populous 2019 https://www.google.co.uk/amp/s/www.theregister.co.uk/AMP/2018/05/09/first_autonomous_vehicles/

Agreeing a contract is no small feat with two sets of lawyers and freeing up and committing a team to start development is another key task, two opportunities that can attract interim payments!

Wonder what milestone payments are scheduled for product development under the extended contract

NW good call. ME said the expanded production facility was scheduled to be complete by the end of July so a 3rd payment beginning of August would fit.

NW as you know and was announced at CES AUO are also supplying Nvidia, HP, Acer and ASUS for 65” BFGS due in June

BBD 2d is what it says it is 2 dimensional ie a structure with the correct material intensifies/creates an electrical charge. What has been achieved is the structure has been built and it works. A fraction of the width of your hair. Unlike a single piece of nano material which will boost a charge. 2d material can also be used for sensors. There will be no conflict between nano particles and 2d material. 2d material will be used for enhancing current flow semi conductors etc will benefit iris a whole new market which affects every electrical appliance in the world.

BBD Yes it was prior to the interims however they did say the interim revenue was generated by dots supplied in 2017 all used for testing and prototypes. It would be prior to dots required for production. So would not include TCL production or Hisense. Same applies to dots direct from Nanoco. So no contribution from Asus production or Acer.

ME said Dows commission was increasing rapidly albeit from a low position. It is likely royalties are paid quarterly in arrears. So any sales even last October would not appear until March missing the January accounting date.