Vi har vel sett slike poste bli lagt ut tidligere også, for å trekkes tilbake om ingen legger seg under.
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Kan vel virke som om det er et lnske at kursen skal holde seg der🙂
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Synes det virker åpenbart at skaleringen av produksjon ikke går som planlagt
Det er jo ganske vanlig, og mye sannsynlig er lansering av produkter fornuftig for å få cashflow inntil skaleringen fungerer - og utnytte kompetansen ellers.
Men at det er fordi ‘markedet ikke etterspør’ er ren BS
Markedet vil alltid ha mer effektive produkter
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Jeg kan være enig i at det er ett pussig utsagn all den tid selve argumentet for å utvikle siste generasjon jo er tynnere, bedre, billigere (gjennom øket ytelse og lavere plass- og energiforbruk) og lengre levetid osv… Hvilke kunder av CaryoNano trenger ikke det produktet nå, egentlig?
Har landet på at vi vil forstå mere så snart det kommer en plausibel forklaring fra selskapet på de ulike endringer vi har sett de siste måneder både hva gjelder ledelse, strategi, ja, m.m. osv…
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Jeg hørte igjennom Q3 updaten igjen i går, der ble det nevnt at man ble noe forsinket med volummålet på 1M enheter i 2024 (korriger meg om jeg husker feil?). Som også kan være begrunnet at man ligger bak skjema i produksjonskapasitet og supply chain etablering.
Når jeg tar det ovennevnte aspektet, kobler sammen med dette utsagnet (som jeg liker veldig godt @SuperTechInfo);
…vil det være en god løsning, sett fra Crayonano sin side (og bra for oss aksjonærer) å ikke lansere Gen2 før man har track på leveransekapasitet. 
(oppkjøp er jo heller ikke en utelukket løsning i dette resonnementet)
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Disclaimer; I think CrayoNano is in a process of being acquired.
However, I also heard the statement from Peil in the last QA, and find it very strange, because it goes against all sayings about the industry needs. Maybe it is bad communications, or maybe they are trying to actually “say” that volume production of nanowires has been successfully performed, but they rather increase their development leap even further away from the competition by riding the current CrayoLED gen1 when its on a roll and obviously “good enough” for customers. It will obviously be a point of no return and effort to set the cut-off for when they integrate the nanowires instead into the CrayoLED package.
With that being said, the company has indeed informed about the plans, process and strategy around the nanowires development. I think the reason for unclear communications is due to many processes, lots of information over long time and little time for compacting information into the updates along the way, its about prioritization from Q to Q. It is not easy to hold the full timeline details consistent on hand.
Remember 2021 was en extraordinary year with lock downs and supply-chain challenges, so the move of starting Taiwan branch for access to resources/expertise, bypassing travel restrictions for ramping up dev, in addition to the process of testing the supply-chain, building sales funnel and company brand by release gen1 on licensed tech - was a clever move - facilitating two processes at once during peak pandemic.
Digging into and constructing a timeline of the information:
03.08.2017
One of the earliest mentions of possible earliest window of successful scale-up production of technology, hence August 2020.
This state-of-the-art equipment will “enable us to demonstrate and scale up the technology to industrial production levels. If we succeed with the technology, this will be a billion-dollar industry,” says Weman.
Asked how soon this can happen, Weman replies, “If we manage to do it in three years, that will be very fast.”
20.04.2020
The first mentioning of a specific product release date was made in Norwegian newspaper Finansavisen by Rune Rinnan:
CrayoNano does not have ordinary sales revenue yet, but expects to have chips ready for sale by the end of June 2021.
What kind of product is not mentioned specifically, and neither reasons behind a specific type of release.
21.09.2020
Rune Rinnan states in the same newspaper:
The company uses the world’s thinnest and strongest material, graphene, with nanowires of various semiconductors so that it can be used in electrical components.
We will deliver the technology to the first customers already in December this year, says Rune Rinnan.
Hence, the tech will be delivered to first customers December 2020, but it is not stating if this is closed secret prototype testing of actual nanowires for selected customers, or if this is a specific other branded product to be released.
22.12.2020
Jo Uthus states:
Our ambition is to go public when we have a product on the market, and we will be on the market with a product next year. The plan is to go public when we have launched the product, says Uthus.
Hence, a type of product to be on the market next year, 2021.
Going into the company business presentations
22.12.2020
(https://crayonano.com/news/december-2020-operational-update)
As part of the downtime in the R&D supply-chain, CrayoNano has experienced significant reduction of availability and access to equipment and resources. The company has therefore not taped-out the product demonstrator of our UV-C LED chip to strategic customers in December 2020 as previously planned
It was a delay because of covid.
08.04.2021
(https://crayonano.com/file/07Apr2021-CrayoNano-Q1-Update.pdf)
Already mentioned in April 2021:
- States the nanowire tech is achieved
- Undisclosed R&D partner (this is possible SemiLEDs later confirmed in 2022)
- LED foundry engaged (prototypes H2 2021)
09.2021
Covid introduced delays and thats when they outlines the strategy of two parallel processes (market entry prorduct + nanowire dev in Taiwan).
They need to develop scalable supply-chain anyways and needs the customers to engage, and informs for the first time about launching a first product based on standard industry tech.
- Informs about actually been operating in Taiwan for 1 year already, since Sep 2020.
- The “Acceleration Strategy” of nanowires/graphene in Taiwan with undisclosed R&D partner (this is possible SemiLEDs later confirmed in 2022).
- Plan of launching the first CrayoLED H-series based on standard industry tech to “initiate business and supply-chain”.
11.02.2022
The R&D partnership with SemiLEDs is official.
February 2022
(https://crayonano.com/file/IR_Q4_company_update_20220210.pdf)
More information about the purpose of the first CrayoLED H-series:
- Commercial vehicle (to build supply-chain and sales-funnel)
- Technical vehicle (to ramp disruptive nanowire product into high volume production in 2023 and 2024)
- CryoLED gen 1 is "CrayoNano design, specifications and supply-chain partners combined with industry standard chip architecture enables CrayoLED platform"
- CrayoLED H-series is platform for integrating CrayoNano core IP
- Nanowires: Qualified products released to customers in 2023.
2022 - whole year
Most of the year used for setting up the Taiwan Fab2 lab.
26.10.22
(https://crayonano.com/file/CrayoNano-Q322-results-presentation-221010.pdf)
CrayoLED H-series officially launched in October 2022, which is perfectly inline with the update in Feb 2022 and even the update in Sep 2021.
Jan 2023
Fab2 Taiwan fully operational
April 2023 - Company Presentation
(https://crayonano.com/file/CrayoNano-Company-Presentation-April-2023.pdf)
First time seeing the technology roadmap chart.
Last time mentioning the nanowire products was Feb 2022, stating:
Qualified products released to customers in 2023
The tech roadmap presented fits pretty well with earlier information, indicating Gen2 just a couple of months additionally into 2024".
The chart indicating both Gen2 and Gen3 currently “in-design”.
April 2023 → “Commercial/brand/order focus”
Awaiting info/launch of CrayoLED with nanowires early next year 2024 (according to update Feb 2022 and April 2023).
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Helt stille fra selskapet. Ikke noe skjer på LinkedIn heller.
4000 aksjer til salgs på 9,1 nå
De er nok opptatt med noe
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Uansett hva som skjer eller når det skjer, så vedder jeg på at de som ikke er med på toget de står igjen på perrongen 
for da har toget gått. 
At de 4000 på 9,1 får ligge urørt sier litt om usikkerheten som råder nå
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07.12.2023 09:20:02
CrayoNano and DIANA Electronic GmbH Sign Design Partnership Agreement for UV-C LED Disinfection Customization
Trondheim, Norway—07 Dec 2023—CrayoNano AS and DIANA Electronic GmbH announce a strategic partnership to enable and deliver UV-C LED module and system components for our European customer base. Drawing on DIANA’s extensive experience in design excellence, specializing in LED module and lighting fixture customization for pharmaceutical, lighting, and industrial applications, this collaboration provides our industrial and OEM customers access to a reliable partner for integrating UV-C LEDs into systems for disinfection, industrial curing, and specialty lighting in the European market.
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Det som skjer i selskapet er ikke gjenspeilet i kursen. Den burde være 30+ nå
Tok de 4000 på 9,1 nå
Nordea får ikke tak i selger (nordnet) så blir bare liggende som kjøp foreløpig.
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Nedgang på nyheter med andre ord, eg kjøper gjerne noen på 8 eg
Det er folk som ikke har peiling som har lagt ut til salgs uten å følge med
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Ser ikke ut til at man får kjøpe på matchet pris på OTC
Nordea får ikke tak i selger (nordnet) så blir bare liggende som kjøp foreløpig.
Krøkkete system OTC . Når man har lagt ut til salgs burde det forplikte og ordren burde bli effektuert uten at man få tak i selger.
Snart på tide å komme seg på en skikelig børs og få opp litt volum
Skal vi håpe det skjer innen mai 2024