Member Info for SmithyB

Cable car weren't holding at end of March 2024

https://whalewisdom.com/filer/cable-car-capital-llc

Nice find. No, never occurred to me to look at STM patents.

I am still liking Kooba's link to 2026 apple airpods with IR cameras, but then who wouldn't.

VD56G3 and VD55G0 are Brightsense.

Https://x.com/nanocotech/status/1811410643804663846

Xenon - i agree. Would be good to see any stm product with dots in. I also agree with the poster (might have been you) who said they'd like to see BT have a list of performance targets cos he's is as invisible as stm at the moment, be useful to see him popping up at events, He is paid fantastically well to be the leader of a start-up. Hopefully the neds and new chair will encourage this.

What are the range of possible outcomes if you had been working with a couple of camera oems who had been keen to launch global shutter but are still yapping, maybe you say sod it and work towards an off the shelf sensor, or you start again with another oem.

As mentioned lots before - Swir sensors is the aim of HortiQD as per their PHD you linked to and their output of a new dot, and as i've argued we must be in there somewhere given both this eu project and the jda signed off in the same month.

Also, the edison quotes confirms this is a few stm customers and their commercial pipeline who appear to have not followed through with device launch in 2024, think you extrapolate too much.

Nanoco and its lead partner hope to have more clarity on end-customers’ commercialisation pipelines by the time of the FY24 results in October.

Does not sound like lead. Does not sound like a problem with 1st gen. Does not sound like stm have walked away ffs

Going back to Edison on visibility pushed back 4/7/24.

Imo last sentence makes clear that while Nano don't know what's going neither do Stm and that (perhaps) 1st gen gone to a small number of customers for specific device rather thabn off the shelf sensor for mass market:

Nanoco and its lead partner hope to have more clarity on end-customers’ commercialisation pipelines by the time of the FY24 results in October.

Xenon - yes i've linked to the Steckel PhD before. It's HortiQD, Reiss is 1st supervisor and the CEA rep on HortiQD. I'm glass half ful cos i own shares and think as HortiQd and Jda both signed off in Jan 2024 that Nano aware of Hortiqd and probably supportting Stm in it.

First it is rely on the company and Edison and don't overthink, now it's dyor

Seriously? And the other 1st commercial order in Nov 2023?

Your attitude seems to be ddyor (don't do your own research

At least we are not nexdot with qd pearls on plate rather than film

Yeah i saw that, guess that's what forced them to make a cadmium free dot.

Still really hard to follow their story from the pr, dot market still so emergent that all the probable dead ends were always likely. Guess that's why BT still calls nano a start up

Glass bucket

https://www.nanocotechnologies.com/media/nanoco-achieves-us2m-milestone-for-red-quantum-dots/

Try reading Barc advfn share chat board - useful if you want world doom news - latest from Ukraine war, China-Taiwan etc

For the record i'm down with an averge of 17.5p after a good run on Barc, so a mixed year so far.

TG2D - did you buy in on a spike or are you short? Fair play if you are short, you are making good money at the moment.

Pretty sure i'll prove incorrect on patents for resin/film - just don't have the time or expertise to sift them all. This illuminated signage one from 2020 is using QF

https://www.ipo.gov.uk/p-find-publication-getPDF.pdf?PatentNo=GB2553174&DocType=B&JournalNumber=6854