Member Info for Nanonano

Https://displaydaily.com/cadmium-the-2024-update-on-quantum-dots-and-rohs-regulations/

They're just sampling, and that date could slip or they may simply say- great concept but we'll wait for gen 2 after all.

There was more said, as you well know.

If you've listened to the presentations and read the reports and RNS's, they've all indicated that gen 1 materials could be used in higher volume applications, but no firm contracts for supply, so just potential.

I've stated previously I think that gen 2 materials are more likely to be mass-adopted, but happily proved wrong.

"Seems good that mass market products could be available incorporating STM sensors on a shorter timeline than current guidance."

Guidance has indicated that, they just haven't given it as a certainty, because at present it isn't. e.g.

"Demand is expected to grow gradually, enabling Nanoco to deliver the goal of being self-financing during CY25. Earlier adoption in more applications, or by more end users, has the potential to accelerate that expectation."

Https://timestech.in/trinamix-visionox-and-stmicroelectronics-launch-budget-friendly-face-authentication-for-smartphones/

Https://www.st.com/en/imaging-and-photonics-solutions/vl53l9ca.html?icmp=tt37520_gl_pron_feb2024

12p a share? Wouldn’t get any support from me.

What justification could there be for trying to take the company private. They have no debt, with several irons in the fire. I would think any attempt at a takeover would either have to be very attractive to shareholders or hostile, and who would put up the wedge for that?

I don’t recall any estimates that relate to the same amount of dots per sensor as a tv, too many variables, e.g. size of sensor, size of tv etc.

I do believe that the density of material on a sensor would be broadly equivalent to the density of material used on say a QD OLED, as that is using a dense colour filter. Overall though I would expect the amount of dots used per sensor to be a fraction of that used in a Iarge display.

Sorry misread- was looking at it on a phone without my glasses, milligrams rather than grams.

Lead based dots are cheaper, almost half the price at a little over four quid a gram in 100g quantity.

I wonder how many sensors a gram of these materials would cover?

https://www.sigmaaldrich.com/GB/en/product/aldrich/925535

Is there any value in AVP articles unless it reveals something that may lend more credence to the device using Nanoco dots?

Interesting to see the pricing of QS ltd infrared QD’s available via Merck. I wonder how that compares with the pricing from Nanoco?

https://www.sigmaaldrich.com/GB/en/product/aldrich/935158

For Gen 1 lead based materials, I can’t think of anything consumer focused. The AVP was long rumoured to be something that caused a great deal of disagreement within Apple, with some believing the product was still too clunky and unrefined to be put on sale, but others who thought it good enough and didn’t want to be seen as arriving late to the party and letting competitors gain a hold on the market, e.g. Meta etc.

Well probably not necessary for them to do so. STmicro may have informed them who their customer is, but asked not to pass it on under NDA.

I remind myself that both the CEO and CTO were pictured in the Passeig de Gràcia in Barcelona early last year. That happens to be the location of Apples AI and Machine learning hub. Coincidence perhaps?

Are they obliged to tell investors though?

In the US I believe that if a customer matches or exceeds 25% of a companies revenue, they have to inform the market who it is because loss of that customer can hugely impact the value of the company. Not sure if such a rule applies over here though.

Needs one to beget the other.

Should have been “hasn’t been confirmed”

Think they’d have to be a bit daft not to have a good idea where it was headed, even if it has been confirmed by the customer, and can plausibly state they don’t know because they haven’t been informed.

Quest sets can do hand tracking, just a bit less accurately than the AVP.

Quest Pro has eye tracking too, but once again inferior to the Apple device.

My own thoughts are that Meta and other companies will have to match, or get very close to Apple with their user interface to compete, especially once Apple roll out a more affordable headset.