PYX Resources: Achieving volume and diversification milestones. Watch the video here.
If you consider when decisions in Apple were made to finalise the design and components in AVP……no way would they wait on STM to develop a novel SWIR sensor. Too risky. SWIR sensors are not the cornerstone of the AVP.
They must have known the production issues that would constrain sales volume when setting the price. Ergo it’s priced at a point they think they can get to sell the units they can manufacture. Any additional demand will be satisfied later and is a marketing strategy in of itself.
Maxi why would it be over 37p if there was a different management team? Are you saying if they’d said what the settlement would be before they knew then it would effect the share price based on the financial situation and guidance currently which appears to match reality ie small order and possibly marginally profitable in 2025 …..does that justify a mcap of over £120m? I don’t think so.
Agree Kooba re the last slides - QD film....STM are opening up the prospect of use in mobiles under OLED for face recognition and also eye tracking - my hope this all aligns with the production capacity for Runcorn. Whilst we can argue about what the directors know and don't know about the destination of the QD's in the current commercial order, my hope is that they are positioning themselves with purchases now in anticipation for the biggest opportunity in mass roll out in handhelds and I guess wearables wouldn't be far behind......
On the balance of probability it's looking very favourable that the AVP is using STM sensors with Nanoco tech embedded.....but I'll only believe it when I see it confirmed for real. I'm not disputing the AVP has some USP's but that doesn't mean they are using new Nanoco enabled sensors to achieve that.
- TG2D the device room is not what you describe as reason for its build. It's main purpose is to manufacture wafers.... Yes it was mentioned that it could be used for tear downs but you saw the posts on X by Nanoco of the shipment of tooling didn't you?