Diskusjon Triggere Porteføljer Aksjonærlister

CrayoNano AS

For de som vil lese hele.

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Laveste selger på 24 nå…

2023 har virkelig vært ett underlig år når det gjelder aksjekurs opp mot potensial. Av særdeles mange norske aksjer skal det letes godt for å finne noen med større globalt markedspotensial. Likevel har salgsviljen i papiret vært meget høy på lav verdivurdering.

Det blir interessant å følge aksjen det kommende kvartalet.

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Hadde ikke vært feil å starte året med over 100 % stigning nei :slight_smile:

Now 2 additional positions newly ended (Nov/Jan).
Head of Global Supply Chain and Customer Operations.

Remember, the company is still waiting (?) for a new permanent CEO.

Obviously not hiring anybody in the Norwegian company entity. The total number of registered employees in the Norwegian company AS entity is now down to 27 (from 44).

Being in stated international hyper growth and ramping up customer number, the ended positions is actually within operations, sales, project management, marketing and admin. All high-tech positions has advanced and the ended positions are with employees holding non-special education.

Don’t expect anything before the Extra General Assembly, but after we can expect anything to happen.

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To me it sounds like a honest post from Jo. I think he understands very well that the company needs a more international profile now. International breakthrough is in his interest too :slight_smile:

Som alltid litt vanskelig å forstå hva som foregår bak de lukkede dører. Inntil vi får en oppklarende melding fra selskapet får vi håpe noen slår til på kjøp på 24,- :slight_smile:

Vi avsluttet dagen med askjer til salgs på 17,50.
Er vel bare snakk om timer eller dager til det ligger ute noe ned mot 10kr igjen.

Gjelder å ha trua :sunglasses:

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Yepsi!

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Når man legger ut 100(!) aksjer til 11 så er det nok ikke fordi at man har så veldig lyst til å selge, men heller et ønske om å bidra til å bremse kursutviklingen.

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Helt enig. Dersom noen av dere med salg på 100, trenger penger til brød og smør - meld meg privat. Jeg vil gjerne bidra. For prisen bør definitivt ligge langt over 20 tallet nå. Så ALLE - Ikke selg under 20. Jeg skal heller kjøpe litt over 20 - så vi holder kursen der den skal være - Spesielt nå som det kan bli notering og store ting som skal skje fremover

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Vi trenger nyheter fra selskapet nå

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Skulle akkurat til å kommentere en annen nyhet knyttet til Aquisense, den der CNANO og nevnte selskap inngår en avtale:

Trondheim, Norway / Kentucky, USA—04 Aug 2023— CrayoNano AS is pleased to announce the signing of a commercial frame contract between CrayoNano and AquiSense Technologies, for sales of UV-C LED components valued at about 4 million NOK over the next 12 months. The frame contract offers additional opportunities to increase the value beyond the minimum amount.

Nevnte Aquisense er den største aktøren globalt, men ble selv kjøpt av Nikkosi America.

Nikkosi America er igjen eid av Nikkosi Co. Ltd. i Japan. Drister meg til å si at dette kan være en aktuell kjøper av CNANO.

Nikkosi har en signifikant del av det globale markedet ut fra hva jeg kan se, teknologien er / var kostbar basert på arbeidet til Nobelprisvinnere, så her er det noe å tape om de havner bakpå.

Kan Nikkosi være den…? :slight_smile:

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Nikkiso is really not a large player in UV-C LED, and they bought Aquisense for a “small” price.

If CrayoNano is to be bought, my guess is German company Infineon Technologies AG which early last year stated they had a large budget for several acquisitions. March last year they announced the acquisition of GaN Systems for US$830M, a Canadian company specializing in hyper-materials to replace silicon as semiconductor material for different devices. Its a strategic long term tech investment they stated. CrayoNano actually grows nanowires consisting of GaN (gallium nitride) and they have stated that the CrayoNano-platform can be used “for a lot of other uses than UV-C LED”.

If to be bought by a South Korean company my guess is the world leading LED producer with world largest patent portfolio for LEDs: Seoul Viosys (Seoul Semiconductor). They are suing globally on an ongoing basis and protecting their very long accumulation of patents.

If to be bought by Japanese company, my guess is Nichia, one of the top 3 in the world.

Crayonanos tech would give a super possible uncrushable upper-hand if any of the top 3-5 companies acquired them, and it would be of CrayoNano best strategy to sell to the actors with the best existing patents for “current state of the art tech” which would possible be of more value the them?

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As you see it, would it be advantageous for Infineon to place administration / development in Taiwan if they were to be the ones acquiring the company?

This is a great question, because GaN Systems Inc is a fabless company and Infineon highlights this is especially great fit for the future with being able to cooperate with several foundries:

A key difference between Infineon and GaN Systems is that the former has chip production lines, while the latter is fabless.

https://www.reuters.com/markets/deals/infineon-cfo-looking-acquisitions-up-3-bln-euros-2023-05-31/

The market is booming due to the surging demand for top-notch, energy-efficient electronic devices across various industries. However, it’s vital to recognize that market dynamics are ever-shifting, and CNANO’s latest developments might just shake things up for Infineon in the tech race.

Could the pursuit of acquiring CNANO be driven mainly by a fear-based motivation? Obviously kind of, but what is your take?