Member Info for NGR1616

The price won’t drop. Only a cheaper consumer version will reach the volumes you elude to.

More fantasy. The pyramid in this case is constrained by cost. We’d all love to fly first class but it’s too expensive. The way you’re speaking suggests we can afford a private jet.

Https://m.imdb.com/title/tt0077008/

WTF does that BS word salad even mean? Are you advocating a devil may care approach instead?

The brandy is meant for the Christmas pudding not for consumption between Christmas and Hogmanay

I think we’re on the same wavelength Max

Which they did by enhancing the notch making something good out of bad until there’s another solution to it…

Ironically the notch is a useful feature now with the Dynamic Island 🏝️. Less emphasis or motivation perhaps a factor too.

My guess is it was expensive and below the desired quality which might have not been the QD’s but just that they tech wasn’t yet refined. 4 years has elapsed and I’m optimistic STM have moved this on to a standard Apple can accept at a price that fits.

You completely miss the point of my initial post.

NOTE: The 2018 Supply Agreement for sensors was cancelled because they were too expensive to mass produce.

AVP is a high end product never expected to be mass produced. Yes it might sell in higher volumes that predicted but its likely to remain in the low millions of units not the hundreds of millions of units an iphone sells in. In many ways it is a Ferrari to be used for special occasions not a BMW for the school runs and each has different attributes and qualities and costs. Not many people can afford a Ferrari and the same is true of AVP.

Your example of Iphone 1 is flawed as it was always going to taken up quickly as it rolled three already adopted and widely used technologies into one product

I. An ipod

II An internet Explorer

III A phone

Aside from some existing VR /AR products this market is still niche. When a company does to AVP what Apple did with Iphone 1 and make them affordable, small enough to be worn in every day use then it will be mass produced and possibly replace the mobile phone.

Where we do agree is the overall applications for QD sensors is massive and varied. And things will get cheaper and smaller but right now my point is that the previous barrier to market (price related to mass production) is potentially moot

It’s never going to be a mass produced device. It’s too expensive. Mass production would be for a consumer product the majority of the population could afford such as a cheaper version or mobiles.

I don’t mean however that sensor technology itself won’t be required in mass, in fact I’m invested here for partly that reason (and display) . Your list covers many of the potential applications.

..was (according to Apple Insider) to "develop quantum dot (QD) technology for a next-generation iPhone image sensor" with the customer understood to be Apple but it was cancelled because the technology was deemed to be too expensive to produce on mass and they instead went with (as many will recall) a "rear-facing 3d laser mapping system" That was in June 2019

Apple Vision Pro is never going to be a mass produced consumer product so it's possible the previous reasons for not using the technology no longer applies and its performance and ToF that matters in relation to the outside of the headset for mapping the surrounding environment in addition to eye tracking.

One would hope if Apple are indeed using 'our' sensors that the technology will gain wider adoption across their product range for synergy and aggregation of cost benefits from a holistic synergistic approach. .

Not so sure about the gap being filled in this case, at least not all of it. There was no official out of trading hours announcement and the gap was built on by steady high volume trading throughout the day following an indicated improved sentiment around the likelihood of payment. And let's not forget; Preska has other levers she can pull if the sovereign bond route fails.

It’s very positive-as long as he stays in power!

Actually crystallising the award is the key. Doubts still remain however as Argentina is in flux at the moment.

TS the board were criticised in relation to the NED’s and undertook to address those concerns and have appointed two respected and qualified individuals.

They are full board members there to scrutinise the performance of the business and give strategic advice and support to the executive directors. They will add significantly to what we had already.

I don’t understand why you are questioning it or suggesting it’s exposed weakness or whatever point you’re trying to make in your typically annoying manner! 🤷🏼‍♂️

Companies are not measured on cash alone although that’s seems to be the case here now it certainly hasn’t been in the past and I doubt it will in future. Who’s to say the remaining cash from Samsung has been factored into the share price at all? Perhaps it’s underpinned by potential as it has been several times in the past. Only time will tell.

Troublesome doing the same 👏

If the company was struggling to obtain successful commercial orders; you’re suggesting the multi millionaire NED’s with impeccable networks and track records have been brought in to find sales?

And you suggest that some people are not “pulling their weight!” so the NEDs have been brought in to motivate the sales team….!!

This is about the direction of travel and I am of the opinion that the new non-execs know the destination and that’s why they’ve joined to guide Nanoco there and enjoy the ride.

Nanogeddon show us you’re a plank without saying it…..oh wait you did already 👏

All joking apart the appointment of these two NED’s is quite an achievement and indicates to me that the future prospects for the company are encouraging to say the least….i doubt two individuals of this calibre would be attracted to the role if Nanoco didn’t have an excellent unique scaleable product line (s) about to gain wider adoption. Could it be Nanoco have knowledge of the end consumer unit or likely future use (phones) and shared this with Bagherli and May…..or was it the other way round? I think the latter is equally likely.