Member Info for NGR1616

Pugh, Pugh, Barney McGrew, Cuthbert, Dribble and Grub…….thats the Trumpton 7.of naysayers

Https://youtu.be/oeqPrUmVz-o?si=Y-_6V0-WKJlWO9Zk

I am in no way comparing SJ to BT other than both companies have had their challenges. SJ is still despite his untimely death one of the most influential tech movers in history if not the most. But it was not plain sailing and sometimes it was extremely challenging from a personal perspective but also for the company.

You can decide for yourself if there are any parallels but regardless, this man was unique and imperfect but important.

Maxi I don’t think there was any official acknowledgment but i recall rumours of a Lidar option was chosen for facial ID

Kooba didn’t the company state the cash burn increase was temporary ?

Didn’t Apple pay for the manufacturing facility ?

Nanonano it depends on the definition of the word 'device' I believe the 'device' BT referred to as the global shutter camera itself and not a end user consumer device such as a mobile or AVP.

Indeed. But I’m not sure you’ll get yours delivered; at least not until there’s a more mature and hopefully wider and diverse supply chain with repeating revenues.

Kooba I have no issue with you challenging me or the company and it gives me pause for thought and I'm grateful for that and its what I believe the purpose of these boards are in principle. What disappoints is your apparent unwillingness to challenge blatant untruths. My hope was you would be consistent but if you choose not to be that's your decision.

It is indeed a shame the executives didn't take the lag into account. I believe the supply chain got ahead of itself as indeed many on here have done in the past. I can only hope everyone including me can learn from their mistakes and the latest trading update is a move in that direction. They can really only work on information on demand from ST and I expect that to be much more scrutinised and measured in future and it could indeed include further revisions of guidance if no firm commitment can be provided. Re Gen 2 - a lag or delay is entirely possible however I expect the move from Gen 1 to Gen 2 to be easier from a hardware and software perspective than first adoption of Gen 1 alone.

Who said it was a 30 day delay ? Please point me to that.

« Get a grip » nice. 👌🏻

In my opinion, the supply chain, ST, Nanoco and everyone downstream of it miscalculated the speed of adoption of this technology. It's to enable machine vision. Machine vision relies on data and that data band has been expanded with SWIR technology. It is not easy to introduce new technology and there's always a lag. In some cases the technology is not compelling or commercially viable but in the case of SWIR vision it is compelling and the price point is similar to existing CMOS sensing technology so it's not going to go away, it's just taking longer to arrive.

Kooba I believe what the company is telling me not what a bunch of arm chair conspiracy theorists make up. I see plenty of nonsense on other platforms covering climate, religion, chemtrails, politics (inc recent events) to make me appreciate even more that some people are simply beyond reason.

There's nothing stopping that same level of thinking percolating across here so why on earth would I side with Tg2D's fantasies or indeed your interpretation the company is not being honest when they say there is a delay and will update us in October when (if indeed) the highly respected NEDs are involved in scrutinising communications?

Well 'we' want the company to advise us of progress. When they do you have suggested it was at the behest of the NEDs yet determine they are being disingenuous when they speak of a delay. Fair enough.

Or the order was simply delayed as described in the RNS (seemingly provided at the behest of the NED's or at least reviewed and approved by them )that was released before the end of the FY trading period perhaps precisely as described by Maxi and the 30 day notice period.

They state three times there is a "delay". That suggests to me not so much "uncertainty" as you suggest but an acknowledgment that the supply chain is taking longer to mature.

Question - you have portrayed yourself as the speaker of truth and fact....why don't you take to task posters like TG2D to task as vigorously as you would I or others like me with a positive leaning? In fact why do you not take them to task at all? It would be refreshing if you did.

kooba it’s too illustrate that tg2d is talking as some might say ´*******s’. i use emojis frequently but i am a bit younger than some here 😘

There are alternative explanations….kooba do you subscribe to the notion the NEDs have prompted this new update but decided to leave out the part about the cancellation of Gen 1 and the quashing of the supply agreement with ST?

Who’d have guessed those pesky new previously highly respected NED’s would be as corrupt as the existing executivess and allow Nanoco to deliberately mislead the market. A shocking realisation if any of it were true and not the imagination of a serial fantasist.

TooBad2BReal you really have no shame you shorting little tike you 🤪

Man made god.

Oh well…

Https://www.st.com/en/partner-products-and-services/seerlens-one-st-ar-glasses.html Nanoco have used this image in presentations in the past I think.