Fikk et varsel i går, ikke sjekket enda, men gjelder sikkert det samme.
Kan dette være at man ønsker å korrigere verdi på selskapet for å redusere eventuell beskatning ved oppløsning/flytting av selskapet til utlandet?
Tror ikke det er slik beskatning for flytting innenfor EØS.
Skjønner ikke dette helt. Vil verdien på vps se lavere ut ?
Skatteoppgjøret for 2023. Vil i praksis gi deg mindre formuesskatt om du har det problemet.
Verdien er redusert med ca 1/3. Det ble noen 1000 lapper i retur.
Fikk også denne. Sikkert bare etter registrering til Skatteetaten som skaper unødig forvirring.
Oppdatering på svar på min mail fra investor@crayonano.no under her. Litt ambivalent til hva jeg syns om dette, men med siste avsnittet sier de i det minste at de tar poengene til seg, så gjenstår det å se hva det innebærer. Jeg forventet egentlig ikke svar på spørsmålene mine i utstrakt grad, men når avsenderen av svarene sitter på Taiwan (ref. landskode på avsender mobil) så er det kanskje ikke annet å forvente.
Vi har 1 mnd igjen av Q3 nå, de har selv lagt press på seg på at long-term finansiering/strategisk samarbeidspartner/-investor skal på plass innen det. Begynner å nærme seg binært case nå?
Thank you for your email. As we have previously highlighted, at CrayoNano, we are committed to maintaining full compliance with regulatory reporting requirements, including the frequency of publishing our financial results. We have reduced the frequency of these updates to concentrate more on generating growth and creating value for our stakeholders.
We expect to publish our Annual 2024 Trading Update on 12 February 2025. For the most up to date information on our financial disclosures, please visit our financial calendar, here: CrayoNano | Investors
To ensure fair disclosure requirements are met and for consistency in our communications with investors, we are unable to share with individual investors any information not publicly available. You may find publicly available notices, disclosures and updates on our Investor website and the OTC for shareholder related matters.
We’ve noted the questions and topics of your concern and appreciate your feedback. We are committed to making our disclosures as accessible and informative as possible.
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CrayoNano AS
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Man får en veldig avstandsfølelse ihvertfall…
Et svar nærmest helt uten verdi
Short summary: This is a non answer quite easily, so this is just repeated canned response to be polite. How to interpret it; It is an extreme change in communications, and the answer is from Taiwan, which is also new. They are clearly in a very intense period and something is definitely happening. The operational updates has been canceled, all previous presentations in addition to the QA notes has also been removed from the website. Even the year report for 2023 sent out this summer - has been removed.
My hunch is that all trails lead to the undisclosed licensing partner announced February 2022 , which actually looks like a long technology assessment, evaluation and collaboration with as they say “renowned LED industry player”. Pay attention to the wording “renown” - its something far different from the term “well-known”. “Renowned” is regarded as “admired and distinct market/industry leader” in this context. In another update about the development collaboration with SemiLEDs, this partner is termed just “well-known” and disclosed, thats just the closing of fab1 in Norway and moving daily lab activities to Taiwan. The undisclosed “renowned” licensing partner must be another actor. My guess is ams Osram, Nichia or Seoul Semiconductor.
Licensing joint ventures are a normal way for larger companies to do secret partnerships projects with companies to potentially be acquired, they can last 1-3 years. You can consider it as a several year long partnership with due diligence on practical joint projects for the larger player to test and evaluate how to technology can be used in their own company. Such partnerships are also strictly confidential and the smaller player are also given “feee-to-operate” - so the company can do anything for following normal operational and marketing - keeping it fully discrete.
It is also normal for acquirers to do loan bridge financing to largest existing investors (private loans) - disguising it to look like the existing investors providing it. Also it is normal for acquirers to give existing investors preferred shares to provide the bridge financing. This is to not disrupt the market and other stakeholders by ensuring fully discretion until announcement.
This is especially interesting in the light of first introducing preferred stock class for the first time since 2012 (without any explanations and rejecting to explain), the founder himself is also injecting money for the first time, and the short-term funding looks very connected to a timeline since its specifically stated to hold until Q3 2024. It is very odd to announce just short-term this close up until monetary need. The founder would not put in 500K NOK to “save the company” - remember he is a primary insider.
See your logic, but very torn on this, so I would still hold to the other side, they have challenges obtaining financing.
Anyhow, they just updated the “Management” section on the website, including more of the people, and the old CTO that went “Sr MTS”, is according to the section now Chief Innovation Officer.
So if the undisclosed “renowned” licensing partner annouced in Feb 2022 is lets say potentially Osram, and then 2 years later the new CEO in CrayoNano has 17 years experience from both Osram and ams?
Remember on the NTG CMD, chairman Uthus stated they had worked with Dobbertin over several years? That means CrayoNano has been working with Dobbertin when he was in Osram somehow. Remember that Uthus and and Dobbertin are from different kinds of businesses, Dobbertin in optics/photonics/lighting and Uthus in MCU, MPU, WiFi, ZigBee, BLE.
Vice chair said they are working with industry constellations with a presence in the market for the future financing of CrayoNano. Uthus also stated he would skip all presentations about the tech, product etc, why are they even presenting on NTG CMD?
På oversikten over management så er det bilder, men det står ikke hva hver og en heter. Den varianten har jeg ikke sett før. Crayonano er ikke som andre selskaper. Har vel aldri sett et selskap hvor det aldri er en eneste ansatt som er ute og sier noe som helst. Det er helt stille overalt.
Det har ved flere anledninger blitt påpekt at dette er en bransje med mye hemmelighold. Dette stemmer med det vi opplever – det er stille, og det er lite de ønsker å gå ut med.
Back to the aspect of delisting from NOTC.
The general assembly voted in favor for delisting in “shareholders best” without any further details mid June. However no more information has been given around this (now even refuses to answer) and the company is still listed as of today.
Obviously the company is not directly rushing from NOTC as an urgent matter, and still being listed instead looks like they are waiting for a timing of some other event or final steps. Think about it, they are now refusing to answer anything, and thats is most probably to fulfill strict NDA. When delisting from NOTC, Euronext will first announce received delisting application and give a final trading day.
In addition: The only listed update is now set to 12 Feb 2025 next year, maybe they think major events should be finished before then, given a full report of event. If they can plan short-term funding throughout Q3-24, and obviously timing the annual report in February 2025. Usually the full annual report is in June.
Konsernregnskap NTG H1 2024 - 22.08.2024.xlsx (nntech.io)
GOING CONCERN (CNANO ikke nevnt)
Based on cash flow forecasts for the period up to June 2025, the Board of Directors and executive management expects that Wavetrain Systems, Hammertech, CondAlign will require additional funding to execute and proceed with its commercialization and growth strategy and has implemented action plans to secure the liquidity required. Wavetrain Systems, Hammertech and CondAlign has commenced a capital raise transaction, whilst Hystorsys, with a non-material liquidity need is planned supported by the parent company, Nordic Technology Group AS.
Dette har ikke noe med Crayonano å gjøre da det ikke er et datterselskap av NTG
Selv om de ikke er majoritetseiere i Crayonano så vil de være like relevante. Hver krone de må spytte inn i Crayonano er like kostbar som den de bruker på de andre datterselskapene.
Pengene de hentet skal vare ut 3.kvartal? Hvilken dato slutter 3.kvartal?
Q3 er ut sept
Ok. Da bør det komme noe nytt ila 3 uker…