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CrayoNano AS

13 MNOK er det riktige tallet

Trond; min tolkning.
Det skinner igjennom at prisen har vært for høy, og det er denne forbedringen de fokuserer mest på.

13M er forpliktede minimumsleveranser for året som ligger i rammeavtaler. Leveransene er i sin helhet flyttet til H2. Ved behov kan de levere mer i disse avtalene. I tillegg kommer salg utover disse avtalene. …the weighted pipeline for 2024 currently shows projected sales revenue of NOK 67m, and NOK 133m for 2025.

Du får jekke opp prisen litt :slight_smile: så du får deg noen aksjer evt litt færre…

Har egentlig nok😎

Jeg har forstått det slik at design-in betyr at en kunde / partner (prospect) vil teste ut. Er de fornøyd med de, så blir det en design-win hvis de går videre. Man ser det litt på antallet, flere design-ins enn “eins”. Correct me if I am wrong :wink:

Design In vs. Design Win – Early stage chip companies may offer technologically superior solutions to competitive incumbents yet may lack an established track record or the financial size OEM’s require in supplier relationships. In business the proverbial pivot is often determined by default and not by design. A chief example was a start-up client targeting the wireless IC market who experienced difficulty achieving qualification with industry stalwarts. Without attaining design wins, the conventional sales model was deemed at risk. This customer with the support of their investors recalibrated to a design in strategy transitioning to a wireless OEM to effectively create a market for their chips. They found winning shelf space with big box retailers and subsequent consumer acceptance easier than socket adoption – and were eventually rewarded via acquisition by one of the largest market leaders.

Insights #7 What the bleep is a design win? - Next Biometrics

8,9kr er blitt til 7 kr nå
Snart er det nye ute på 5,8?

Sånn jevnt over er det selvfølgelig litt døft at når det endelig kommer en større update fra selskapet så blir det ikke noe fart på noe som helst.

Dette er det jeg klager over hele tiden. Bare gi oss mer informasjon, så kjøper vi mer aksjer, til høyere priser. Enten så kan de ikke, eller så vil de ikke, eller så skjønner de det ikke.

General Electrics har også et eget selskap som kun utvikler produkter for helse

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Lande en av disse og CrayoNano er i en breakeven posisjon!

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Det er vel mer fantasien som setter en stopper for hvor produktene kan brukes. Så dette er spennede! :rocket: :sunglasses:

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Ikke en eneste handel idag… Hadde vært fint å se 7-tallet igjen. :sweat_smile:

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Man må legge til grunn at Crayonanos patenter er lagt til grunn i de kommende markedsledende versjonene av crayoleds når dette står på deres hjemmeside

CrayoNano’s patented and groundbreaking technology merges two nanomaterials—aluminium gallium nitride (AlGaN) nanowires and graphene—to create a hypermaterial. This combination creates a new, strain-free material with high crystal quality, enabling energy efficient, and reliable UV-C LEDs.

What is graphene?

Nanomaterials are low dimensional materials defined by their spatial dimensions and unique physics properties, of which graphene is the thinnest, lightest, and strongest. It is highly electrically and thermally conductive, making graphene exceptionally effective for electronics.

What is a hypermaterial?

Future applications need to unlock new functionality. CrayoNano combines graphene and semiconductor nanowires to create a hypermaterial, enabling the design of devices with exceptional performance.

CrayoNano grows AlGaN nanowires on graphene to create an energy efficient and high performing semiconductor chip. Our AlGaN nanowires on graphene are strain-free, leading to an extremely high crystal quality—a requirement for an efficient, reliable UV-C LED.

Putting specifically what the company has reported to the EIC project, seen in the light of the state of the art of the industry today, this is actually very easy to summarize. Based on the concrete following statements of the company to EIC:

Our breakthrough UVC LED technology will provide: a) High wall plug efficiency of 12%, which is in the range of mercury lamps and 60-91% higher efficiency than current market-available UVC LEDs. b) Longest lifetime at 20,000 hours, which is equivalent to that of some industrial mercury lamps. c) High optical power of 250mW (at 500 mA) resulting in by far the highest intensity on the UVC LED market. d) Low cost at €50/W, which is up to significantly cheaper than existing UVC LEDs.

Thus, CrayoNano’s technology indeed has the potential to disrupt the competitive landscape and state of the art UV-C LED technology through higher power, longer life, higher yields, and thus lower costs. An optimized production line of well over tens of thousands of chips per day has resulted in high product yield for CrayoNano’s first UVC LED product (WP2), well demonstrating the commercial potential for our disruptive UV-C LED chip technology.

Based on these numbers from CrayoNano, mean they have the world best performing technology of UV-C LEDs and produce method with less costs. These numbers is a revolution for the whole UV-C LED industry as of today, it also even opens and expand the market in itself. With these statements and specific numbers, they would beat any best in class in the industry with an immense margin.

If they approach any of the leading competitors or any company planning to join the race, acquiring and securing this technology would be a clear no-brainer. Both to protect their market, but also to secure the patents.

This takes it to the next aspect, what kind of investors will be joining, or which company will acquire them? Its really boils down to this:

These numbers are so revolutionary because no product exist in the market today, hence they should be a very attractive asset to buy before the price would increase fast for each year.
If no industry investors or strategic investors will be joining, it really means 3 things:

  1. CrayoNano cannot convince the largest competitors to acquire them (betting on they must have tried this approach and possibly doing it with several to get an overview of the possibilities), meaning the company is faking the story and narrative heavily and is much far away then they communicate.

  2. CrayoNano has not reached out to real important stakeholders/prospects/investors, and not doing that with the numbers claimed, the board must be incompetent.

  3. CrayoNano do not dare to reach out to industry players because they are covered under 1) and will avoid getting exposed.

Summary:
This company must be acquired anytime soon, based on the statements given in reports to EIC.
If any non-industry-related or lightweight investors joins this, is clear sign that possibly confirms the aspects above. This is a technology you would buy regardless of high interests rates. There is great M&A activity in the semiconductor industry regardless of this.

Why?
The leading competitors have tried to reach anything above 100mW for the last 7-10 years and the development has stagnated, and 250mW is by far the most powerful in the market today. The best performing single die UV-C LED chip today is around 140/150mW (on 500mA). If they also can do it on 50% reduced price it is completely fantastic.

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Mitt ønske for dagen er at noen tar de 5000 aksjene på 8.80 :grinning:

Det jeg ikke forstår er hvorfor ordreinngangen ikke er høyere all den tid de har desidert best teknologi i et marked hvor produktet kan (og bør) installeres omtrent i alt.

AC i bil, kjøleskap, vaskemaskiner, sykehus, dagligvare, vannrensing, romfart… burde være som å selge vann i Sahara til halv pris på den varmeste dagen :slight_smile:

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I guess there is a fourth possibility - the company believes that shareholders will get a better return over time if the company is not acquired