Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.
SCHEDULE 13G filed today.
Essentially, Blackrock confirming a 5.5% stake (1,316187 shares) in $ATOM;
(7) Sole dispositive power
1316187
(8) Shared dispositive power
0
(9) Aggregate amount beneficially owned by each reporting person
1316187
(10) Check if the aggregate amount in Row (9) excludes certain shares
(11) Percent of class represented by amount in Row 9
5.5%
Interesting. Thanks.
Found this link via Twitter {joe iniowa@Microcapreturns}- It's not the article itself that caught my eye, it was this picture- more precisely, it was Atomera's name on the sign. Granted, anybody can put a name on a sign and it doesn't mean or confirm anything- but, given the article's topic and Atomera being listed on it does offer a small "warm fuzzy" while we await actual confirmation of revenue/adoption.
US policymakers tour ASU's MacroTechnology Works facility
Fingers crossed here as well
Taiwan Semiconductor to offer advanced chips in 2024
https://finance.yahoo.com/video/taiwan-semiconductor-offer-advanced-chips-164546303.html
And there's another tomorrow (Thursday):
Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and licensing company, today announced it will be presenting at the Benchmark Company's 11th Annual Discovery One-on-One Investor Conference to be held Thursday, December 1st, 2022 at the New York Athletic Club in New York City.
Atomera is scheduled to participate in one-on-one meetings with institutional analysts and investors throughout the day.
The conference offers emerging growth and dynamic publicly traded companies access to institutional and individual investors in a unique one-on-one format.
I looked for any news this a.m. thinking it was yesterday...😕
WHEN: Wednesday, November 30 at 4:40-5:20 p.m. JST / 2:40-3:20 a.m. EST
Japan Time is 9 hours ahead of EST so November 30 4:40-5:20 p.m. Japan Time would have been 2:40-3:20 a.m. EST earlier this a.m.... Right? 😕
Atomera to Present at the Benchmark Company's Upcoming Discovery One-on-One Investor Conference
November 17, 2022
LOS GATOS, CA / ACCESSWIRE / November 17, 2022 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and licensing company, today announced it will be presenting at the Benchmark Company's 11th Annual Discovery One-on-One Investor Conference to be held Thursday, December 1st, 2022 at the New York Athletic Club in New York City.
Atomera is scheduled to participate in one-on-one meetings with institutional analysts and investors throughout the day.
The conference offers emerging growth and dynamic publicly traded companies access to institutional and individual investors in a unique one-on-one format.
To schedule a one-on-one meeting with Atomera, you may submit your request online via the link provided upon registration. To register for the conference, please visit https://www.benchmarkcompany.com/news-events/upcoming-events/the-11th-annual-discovery-one-on-one-investor-conference
About Atomera
Atomera Incorporated is a semiconductor materials and technology licensing company focused on deploying its proprietary, silicon-proven technology into the semiconductor industry. For more information, please visit Atomera.com
About The Benchmark Company
The Benchmark Company is an institutionally focused, research driven, sales trading and investment banking firm. We were founded in 1988 and are headquartered in New York City. Our focus is on fostering the long-term success of our corporate clients through raising capital, providing strategic advisory services, generating insightful research and developing institutional sponsorship by leveraging the firm's sales, trading and equity research capabilities. https://www.benchmarkcompany.com.
Investor Contact:
Bishop IR
Mike Bishop
(415) 894-9633
investor@atomera.com
SOURCE: Atomera, Inc
View source version on accesswire.com:
https://www.accesswire.com/726429/Atomera-to-Present-at-the-Benchmark-Companys-Upcoming-Discovery-One-on-One-Investor-Conference
" It sounded like he didn't know what an ATM was."
Yeah, that was a little awkward wasn't it lol?
"...but we do know it's no longer just a "tool in their back pocket"."
Exactly but many folks will overlook that significant tidbit and lament only the time it's taking to complete the process.
Saw that and didn't understand Cody's question about "buying". It sounded like he didn't know what an ATM was. Scott's answer seemed to imply the same thing, but he redirected his answer.
Time will tell us just how much they sell, but we do know it's no longer just a "tool in their back pocket".
Cody Acree of Benchmark had a question related to the ATM too:
Cody: "...your ATM program, is there a range evaluation estimates that you have your thumb on that where you believe that, that it's just so cheap you've got to be buying more aggressively and the upper end of the range where you might buy less?
Scott Bibaud: "I think of it's the opposite, right? I mean, this -- that would be sort of a stock buyback. I mean, you're thinking more in terms of a range of where we would sell in the ATM."
Personally, I'm not sure Cody WASN'T actually referring to a potential buyback lol.
"...we balance two things, right? One is maintaining sufficient cash on our balance sheet, you know, to cover our anticipated needs. And then the second one is trying to execute at the best price to be as -- to have as little dilution as possible."
At least they're cognizant of investor's concerns...
"And during the quarter, we brought in approximately $4.6 million of cash from financing, net of expenses and commissions, reflecting sales under our at-the-market, or ATM, equity program. During the third quarter, we sold 386,415 shares at an average price per share of approximately $12.34 under the ATM. As of September 30, 2022, we had 23.9 million shares outstanding."
Email alert from Atomera- publication of paper: Addressing Challenges with Moore’s Law in a More-than-Moore World
I would highly recommend that you LISTEN to the Call as well as reading the transcript to gain further context as well as nuance. In other words, simply reading a comment does not always convey the true implication of the statement. The excitation or frustration of the person making a statement can be discerned and will carry much more meaning. To me, I can hear the frustration in Scott’s speech in the inability to release more or other information when discussing ATOM’s partners and current status. I can also sense an increased excitement when compared from the last Earnings Call back in April to this one as he actually goes out on a limb (intentional or not) stating he “expects more news this Q”.
I know, feeling and facts are separate so let’s get started-
Snippets of Scott’s opening remarks:
“The bigger news is that progress with our customers in Phase 3 is going particularly well. We have a number of important wafer rounds underway with licensees, JDA partners and other customers… Although none of those lots are finished, we have been able to look at some data prior to lot completion and have been very encouraged by the promising interim test results. And in many cases, the actual results are exceeding both our expectations and those of our customers. ..
… Results may vary when the final test data becomes available, so we must be patient. But those early results have folks very excited.”
An interesting turn-
“One customer has been in phase two longer than normal, which reflects an extended experiment they're conducting in that face different than those done by most customers. We believe that results from this effort will lead to a deeper engagement into licensing and production opportunities.”
“We are seeing clear signs of interest in our technology across certain segments of the industry displaying the domino effect I've spoken about in the past. Engineers are more comfortable using a novel technology if it's being used by others. And we believe this is being initiated because of industry chatter, even before anyone has gotten into production.”
He then goes on to specifically mention:
" In particular, our work on RFSOI…”
{Joe iniowa@Microcapreturns (Twitter) has done extensive deep dives into the nuts and bolts of ATOM’s work in this new field segment) Recommend checking out the thread there for further elaboration.}
Scott then goes on to a new topic of ATOM-
“Now I'd like to take a few minutes to explain a quite important new discovery of made on MST for advanced nodes. Atomera’s technology is remarkable in the number of different benefits it can bring to semiconductor devices, and it does so through several mechanisms, including, importantly, enhanced electron mobility."
“,…our assumption was …MST primarily improved phonon scattering, leading to about a 5% overall improvement in electron mobility… To our surprise and delight, it showed that MST enhanced electron mobility related to surface roughness scattering by over 50% which is a massive improvement… Because this result is so new, a full peer reviewed journal article will not be available for some time. But today we did post a white paper describing the phenomenon in much more detail on our website. And this will be used to start discussions with our advanced node partners….”
… when a breakthrough in MST like this one is achieved, our team then goes to work documenting how it can be used in different applications. This is the valuable IP that forms the underpinning of Atomera’s business model. And I'm pleased to report that as of the end of Q2, we have reached 318 patents granted and pending with particularly strong growth in our foreign patent portfolio."
Scott then went on to discuss the Chips Act and how it affects ATOM-- pretty generic imo.
Frank then gave the financial status-
1) As of June 30 2022, we had 23.5 million shares outstanding
2) I'm reducing the full year guidance for non-GAAP operating expenses to a range between $14.75 and $15.25 million. Cool!
Then back to Scott for Q&A- Interesting opening before taking questions-
“We definitely believe we'll be reporting more good news soon. And I look forward to sharing it with you in the future. Mike, we can take questions now.”
Odd statement out of the blue…??
Q: Scott, you talked about some data from recent wafer runs…”
A: “…, I don't want to talk about specific schedules, I'd say we're getting close, I'd expect to learn a lot more this quarter, it might go out into Q4. But and by the way, we're not just talking about one wafer run we have, number of different wafer runs with different customers. And so I expect that we'll be seeing, getting some data out this quarter…”
Q: Was asked about increased interest in ATOM’s technology
A: “…we've been working in the industry for a while, if you're working at one customer, and you're bringing them a big potential solution for their problem, there's going to be a number of engineers in that company that know about it, they might change companies, they might have friends, they might go to trade shows, they might actually see our presentations and start just chatting among them in a specialty that certain engineers will have chat rooms and things set up around. And so we are seeing that people from companies are kind of reaching out to us unexpectedly, because they heard from some other sources…”
Cool- word of mouth now…
Q: Asked about their TCAD validation
A: “…And as they see that the TCAD predictions are actually being validated in the experiments they do run, then it helps to build more trust in our models, and if there's someone who is needs to be convinced, or they're -- they want sort of further evidence to continue to run experiments in a particular direction. I think it's helped us to gain a lot more credibility with customers around trying other experiments with MST than they would have previously so they are seeing, they'll always want to see it validated in silicon but that dynamic helps to, helps our engagement with customers a lot. We've seen that in playing out in real life.
Ok folks, that’s MY (Theo) take on things from a quick overview and what I consider to be the highlights of the call. Make no mistake- I wear no rose-colored glasses and I do not hype this stock. I’m simply stating why I like and continue to hold (and add at times). As in ANY investment, results are what matters. Until then, we are going to float up and down with the market tide until this stock breaks out with results- one way or another. So as long as I continue to see what I believe are progressions, I will continue to be an advocate of and for ATOM as an investment. Again, this is a high risk investment. My previous post outlines my reasons for positive conviction:
1) Low float
2) Low cash burn
3) Continued Institutional interest
4) Cash on hand
5) Low volume- nobody (institutional or insider) is bailing
GLTUA
"Is this dog gone?"
Not in my opinion anyway for the following reasons-
1) Institutional ownership (approx 25% of the float) is still 25% in other words, it hasn't waivered.
2) 'Closed' positions of those institutional owners slightly out number the 'Opened' positions but
Increased size of remaining positions exceeded Decreased positions.
{To me, that means that the true "Longs (Insitutional-speaking) are firm in their conviction}
3) Volume has been below the Average Daily for weeks (except on the days that Tech gets creamed on the Naz).
4) Still a very low-float (not selling loads of shares ATM)
5) I was impressed by the latest EC for Q2. In fact, I'm going to highlight major points of the EC tomorrow that impressed me the most.
But that's just me
“Embedded Executive” Podcast: Scott Bibaud, President and CEO of Atomera
No "meat" but is was released today via the Atomera webiste.
Back to rollercoaster in / out
Atomera to Announce Second Quarter 2022 Financial Results and Host Webinar on Tuesday, August 2, 2022
"July 19, 2022
LOS GATOS, CA / ACCESSWIRE / July 19, 2022 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, announced today that it plans to release its second quarter 2022 financial results after the market closes on Tuesday, Aug. 2, 2022.
The company will host a live video Zoom webinar at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time) on Tuesday, Aug. 2, 2022, to discuss the results. The live webinar can be accessed through Atomera's investor relations website at https://ir.atomera.com. A replay of the webcast will be available for 12 months."
Nice summary of $ATOM's potential: Atomera Now Has 2 Customers With A Joint Development Agreement
Atom's ATM renewed- 424(b)(5)
From the 8K "...sales of the Common Stock, if any, will be made under the Company’s effective Registration Statement on Form S-3 (File No. 333-262750), previously filed with the Securities and Exchange Commission on February 15, 2022, and the prospectus supplement relating to this offering, filed on May 31, 2022, by any method that is deemed to be an “at the market offering..."
$ATOM Atomera Enters into Joint Development Agreement with Major Foundry
April 27, 2022
Further Customer Momentum Validates use of MST to Enhance Semiconductor Performance
LOS GATOS, CA / ACCESSWIRE / April 27, 2022 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today announced that it has entered into a new Joint Development Agreement with a major semiconductor foundry. Building off the recently announced integration license with another semiconductor foundry, and having successfully met the goals of a JDA entered in 2021, this latest agreement further validates the growing market interest in Mears Silicon Technology™ (MST®) as a semiconductor manufacturing process enhancement for both performance and cost advantages.
"We are excited to be working with another foundry partner to bring the benefits of MST to the market," said Scott Bibaud, president and CEO of Atomera. "Making MST available at the foundry level will make the advantages of MST available to fabless semiconductor designers everywhere, which has been one of Atomera's goals."
MST is a quantum-engineered material that enhances transistors to deliver significantly better performance in semiconductor devices, while shrinking die sizes and reducing costs. The technology is applicable to most semiconductor manufacturing processes, from the most advanced nodes to mainstream 200mm and 300mm processes. As it is a complementary material technology to other nano-scaling technologies in the semiconductor industry roadmap, it can be implemented on standard manufacturing tools without significant additional cost or modification to the current semiconductor fabrication process. When successfully integrated, MST can deliver up to a full node of power and performance improvement within the same geometry.
The terms of the most recent JDA contract were not announced.
Atomera Successfully Meets Requirements of Joint Development Agreement
"April 14, 2022
Opens Door to Development with Business Units and Applications Areas
LOS GATOS, CA / ACCESSWIRE / April 14, 2022 / Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today announced the success of its Joint Development Agreement (JDA) with a leading semiconductor company that it had entered into last year. Officially reaching this milestone results in Atomera recognizing revenue related to it in Q1 2022.
Announced in January 2021, this JDA included a manufacturing license enabling Atomera's customer to build Mears Silicon Technology™ (MST®) wafers on an epitaxial deposition (Epi) tool in their own factory. The focus of the JDA was to ensure Atomera's technology met the manufacturability and performance targets set by the customer before further work commenced within the company. Having met these criteria, Atomera can now move on to engagements with individual business units and applications areas.
"Clearing this critical hurdle with such an important customer showcased many important steps to commercialization," said Scott Bibaud, president and CEO of Atomera. "Our two teams worked together to transfer our technology into their hands and validate performance on their tool. We then closely cooperated to deliver results which proved MST meets manufacturability targets of a high-volume semiconductor manufacturer. This is a very important milestone that we believe will be appreciated by our future customers."
MST is a quantum-engineered material that enhances transistors to deliver significantly better performance in semiconductor devices, while shrinking die sizes and reducing costs. As it is a complementary material technology to other nano-scaling technologies in the semiconductor industry roadmap, it can be implemented on standard manufacturing tools without significant additional cost or modification to the current semiconductor fabrication process. When successfully integrated, MST can deliver up to a full node of power and performance improvement within the same geometry.
About Atomera
Atomera Incorporated, one of America's top 100 Best Small Companies in 2022 ranked by Forbes, is a semiconductor materials and technology licensing company focused on deploying its proprietary, silicon-proven technology into the semiconductor industry. Atomera has developed Mears Silicon Technology™ (MST®), which increases performance and power efficiency in semiconductor transistors. MST can be implemented using equipment already deployed in semiconductor manufacturing facilities and is complementary to other nano-scaling technologies in the semiconductor industry roadmap. More information can be found at www.atomera.com."
New White Paper
Authored by Atomera’s founder and CTO, Robert Mears and VP Engineering, Hideki Takeuchi, this document provides an overview of MST and its benefits, and describes how to model MST using MSTcad, as well as, demonstrates the significant benefits of using MST to improve PMICs or other power devices and RF-SOI switches.
PPS never stays down here long !
Institutional ownership
Data for period
Dec 2021
(Last complete reporting period)
Institutional shares
6.85M
Float
Outstanding shares
23.16M
Total positions
78
Opened positions
12
Closed positions
15
Increased positions
27
Decreased positions
19
TSI Semiconductors hiring at least 2 Semi-Fab Production Operator Entry-Level positions. See link
https://www.simplyhired.com/search?q=semiconductors&l=roseville%2C+ca&fdb=30&job=-uRpjW34a2esl_sRAWg_Q3uC0VAp4yYWdVYjHPBL2d01Ge1jiJIRoQ
Accessed Feb 16 2022
Nice find! TSI also supplies Military applications. I recall newest ATOM hire has background in Department of Defense contracts.
Wonder who unnamed JDA is with?
Wonder who unnamed third license agreement is with?
Your best guess? Maybe you go 2 for 3 or 3 for 3 :)
Still like the TSLA and AAPL connection...
5 licenses:
"This [foundry license] builds on the license agreements with AKM and STMicro, plus another unnamed partner, and of course, the JDA. Given the customary nondisclosures, we provided as much information as we are allowed to in the press release.
Excellent catch Steve! I never caught on as to who the entity was they keep referring to that they have been working with for years.
https://www.tsisemi.com/
scroll down the page to their clients lol, I know back in 2017 they announced the deal, just funny under "OUR CLIENTS" there's only ATOM.
Interesting Call- Too much and too fast for me to be able to process and digest. I will wait for the written transcript to fully evaluate. That said, from what I heard, it does appear they have a lot of pokers in the fire but are still gagged-- although it sounded like (to me) that because there is so much going on with many more customers especially at different phases, it's getting harder to keep them separated and word will eventually spill out. I like that they are very busy. I still would prefer more info on WHO they are working with.
One note that will undoubtedly get traction especially with the short crowd is the filing of a shelf registration. As was specifically talked about in the Q&A, this is an ATM shelf- a "renewal" of the previous that was filed in 2019. They are only effective for 3 years.
I have NOT personally read and evaluated that statement yet. I'm only repeating what was said on the Call.
Industrial Alliance Investment Management bought 334K shares last Q as well. That's an estimated $6.5 million investment based on $20/share price and the pps was actually higher than that through out the last Q.;-
Vanguard also increased their holdings last Q by 60+K shares
Could be tomorrow morning
Big institutional buy- Renaissance Technologies took out a 100K share position last Q
Considering that the stock was trading north of $20 last Q, that's a $2 million investment...
Volume | |
Day Range: | |
Bid Price | |
Ask Price | |
Last Trade Time: |