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Worth a read, gives an insight into Apples supply strategy. https://www.ledinside.com/news/2018/1/3d_sensing_present_and_future
Edison note http://www.edisoninvestmentresearch.com/research/report/nanoco/full
Expansion of Material Development Agreement Expanded contract with US listed partner for the development of next generation nano-materials with applications for advanced electronic devices Nanoco Group plc (LSE: NANO), a world leader in the development and manufacture of cadmium-free quantum dots and nano-materials, confirms that it has signed a second agreement with its undisclosed US listed partner (the "Partner"), further to the Material Development and Supply Agreement between the two companies announced on 8 February 2018. The terms of the new agreement include additional success based milestone payments and development-based funding. Under this expanded agreement, and in parallel with all current commitments to the Partner, Nanoco will develop next generation nano-materials for applications in future technologies including advanced electronic devices. This development activity will begin immediately and will be conducted at Nanoco's Manchester, UK R&D facility. As previously disclosed, the Partner is funding the capital expenditure required to expand the manufacturing capabilities of Nanoco's existing Runcorn facility in order to supply the Partner with commercial volumes of product. This process is already underway, with an agreement reached in March to take over 10,000 sq. ft. of additional space in Runcorn to build a state-of-the-art production facility in order to commence commercial supply in January 2019. All timelines for the agreement announced on 8 February remain on schedule. Michael Edelman, Chief Executive of Nanoco, said: "We are extremely pleased to announce today's development agreement with our new US listed Partner which further demonstrates the significant momentum we are seeing across our business and the potential applications of our technology across multiple end markets. "As a business, we are proud to be innovators in the development of nano-materials, with extensive intellectual property and specialist knowledge that gives us a clear competitive lead in this technology. Under this new agreement we will be developing an exciting new generation of nano-materials for use in future technologies."
BBD. I refer you back to my post in January, Iwas suggesting UbiQd may be using Nanoco ip RE: Lighting30 Jan '18 Steve Reinhard ex Nanoco vp of business development has a new day job, interesting little business start up.One to watch and certainly raises a few interesting questions! http://ubiqd.com/quantum-dots/bu
Nanoco could be linked with UbiQd remember what ME said in the interems "So on the Solar IP, we spent best part of 10 years and a significant amount of money developing a lot of infrared nano-materials and that what we decided we announced that we were putting that solar business up for sale and looking to sell or monetize that IP. And what we�ve seen with these new applications and the new contract is that these materials are relevant and this IP is relevant. So we�ve taken those off the market and we�ve brought them back into business. We are not selling them and we feel that IP will be beneficial and useful."
as mentioned in the interum results as working with Nanoco BOE Foxxcon Innolux SONY and AUO https://www.digitimes.com/news/a20180418PD203.html
and another http://bit.ly/2HIjK6K
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https://www.***************************/interview-nanoco-group-plc-moving-forward-momentum/412749546
Osram have had a long term relationship with Nanoco and Delphi is the US based major, https://leddartech.com/leddartech-announces-usd-101-million-series-c-financing/ https://www.delphi.com/innovations/intelligent-driving
Restorer, cant remember if payment terms have been released but i dont imagine DOW are any quicker at paying up than most majors, could be 90days, so would not have made the end of Jan figures, Peel Hunt seem to think 6.1 mllion revenue is due for the second half financial year. Think once the pump is primed should be all positive for us ltholders.
Dow seems the obvious conclusion, but why the non disclosure, in their recent porfolio review Dow stated A leading Specialty Products Company that will be a customer-driven innovation leader composed of technology-based differentiated materials, ingredients, and solutions that transform industries and everyday life. The intended company will apply its market knowledge and deep expertise in science and application development to solve customer needs in distinct markets, including electronics, transportation, building and construction, health and wellness, food and safety. The intended company will consist of four market-leading segments: Electronics & Imaging, the world's largest supplier with the broadest set of materials and technologies to solve complex problems for the semiconductor, circuit board, photovoltaic, display and flexographic printing industries that enable the next generation of connectivity and functionality, as well as the convergence of electronic capabilities into everyday life, such as autonomous and electric vehicles.
Bc, from m e transcript yesterday We also license our technology to Dow and Merck who are supplying into other markets. You can see at the bottom slide Innolux and AUO are the two big Taiwanese panel makers in what is part of the Foxconn Hon Hai group and AUO. With AUO, so number with both, number of programs coming through. We work with all the names on the screen which generates a healthy pipeline. We know and you know as investors that the length of time that it takes to get these products into the market has taken longer than we expected to realize them.