is currently solvent and making every effort to stay that way.
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"It probably means we're close to a market bottom"
I gotta agree- ever since the June lows there's been chatter that those lows will (should) be tested again because we never got capitulation.
None (into my actual account). I haven't tried ThinkorSwim tho....
$ATOM Really nibbling here at $10.86 (and filled)
Gonna wait for EOD and see what they do- (quad-witching today) so might get some more even lower.
Sometimes I have to pinch my nose but you're right
Tx!
Bought some more just a few minutes ago @ $11.10
This is identical to what I did earlier this year/summer. Keep nibbling everyday the program traders are in control and volume is light- don't get greedy and think you found the low...just nibble daily.
"Can I please have another?"
#msg-169577618 That's EXACTLY what I did back in the first of August
When ATOM (or any stock) gets throttled on market sympathy/algos especially when there is no conviction (i.e., very low volume), I buy for nothing else than to flip later when the chuckle-head computers go the other direction. So far I've brought my cost average down on ATOM by almost 6 bucks. Given the volume of shares I own, that's no mean feat
Buying (bought) $ATOM here @ $11.23
I love this response to Burry's tweet:
Elle Kay@BookishTiger
Replying to
@michaeljburry
They’ll create the regulations after the crash, just like the Volcker rule.
This bad boy made an unscheduled stop just outside our backyard this weekend... Just to the left is where our lake is and also a stand of trees along the entire shore- of which he clipped the tallest tree coming down.
Tall tree on the left in the background is what he clipped
That clump of trees on the right is where that taller tree is and the balloon is off to the right (can't be seen in this pic as it's just a shot of my wife in her kayak)
" I was diagnosed with CHF and my focus was on recovery,..."
I feel for you. Working with CHF patients was my bread & butter for most of my career. Lots of causes but the symptoms always the same- miserable short of breath. Non-stop peeing once the diuretics kicked in...
"It's all crap, why not just use good old US$ to buy shit? "
My sentiments exactly! I've never bought OR understood crypto. I've been waiting for somebody like Steve or Jobynimble to 'splain it to the point that even I would dabble in it... not yet
They had a good run without having to change the stamping machines (dies)... she reigned what- 70 years?
I tried lol...
Not sure if this will help you or not but wth... got it in an email blast from Zacks:
"...What is the Blockchain?
In the digital world, a block is a digital list of records, acting as a ledger that can contain information of any kind. When these blocks are linked together, they are secured by cryptography to form the blockchain. This blockchain is an unforgeable record of all the transactions that replicates on every computer on the network. If information in a new block can't be verified by all the other blocks in the chain, it is discarded. In the case of the top cryptocurrencies, a currency's network consists of millions and millions of computers all over the world. This makes it unhackable, as a hacker would need to hack all that computing power simultaneously, a seemingly impossible task.
I already know I've probably lost some people, but please stay with me. At this point, the question within this topic is typically: What does blockchain have to do with currency? Everything.
But to understand this opportunity we have to separate our thoughts of cryptos from traditional fiat currency. While fiat currency is used to buy cryptocurrency, once bought, cryptos stand on their own. In addition, the smart contract (more on this later) aspect allows cryptos to be not just an exchange of cash, but an exchange of value. In a sense, these currencies are the "Internet of Value".
To simplify, the blockchain is a public registry of assets and transactions that tells us who owns what. These transactions are often referred to as smart contracts, as they are recording a contract between two people, whether it be a transfer of currency, a good or a service.
You can see how this new innovation could be disruptive to traditional businesses out there. Rather than lament this potential disruption, you are in the unique position to profit from it. How, you ask? By investing in the various areas of the market where the blockchain is making noise. There are several different angles here.
The "Picks and Axes": During the gold rush, the ones who really got rich were the ones selling the picks and axes. That is, the companies which provided the tools for the speculators to go out and try to find their fortunes. In the cryptocurrency world, this refers to the companies which make the chips and hardware used for mining operations.
Consulting: There will be a wave of companies looking for ways to incorporate blockchain technology into their existing businesses. Already, large consulting companies are beginning to offer services helping companies to integrate the new tech.
Cloud Infrastructure: No other industry has been as dependent on the cloud for its development as blockchain has. The need to distribute a ledger across the world, with no centralized ownership or authority overseeing transactions, plays into the strengths of the cloud. Companies which offer cloud-based hosting may suffer, while those which help facilitate this decentralized network will benefit greatly.
Payment Processing: Among the most disruptive industries for blockchain is payment processing. Rather than your traditional financial intermediary, blockchain technology allows for a distributed, open, public ledger where transactions are confirmed by other nodes in the chain for a fee that's much smaller than your typical fees coming from more traditional processors.
Lending: We are just at the tip of the iceberg here on lending. Blockchain tech is perfect for lending, allowing lenders to spread their risk across thousands of loans in an instant, no matter the size of the lender.
Miners: The miners are the most important part of any blockchain and likely the most misunderstood. Miners confirm transactions from node to node by solving the cryptographic problem and are then rewarded in units of the cryptocurrency. Already we are seeing companies which "mine" cryptocurrency publicly traded. These companies mine the currency then immediately sell them on the open market and pass through the gains to shareholders. Think of them as you would a pipeline company in the energy sector. These companies are small now but could become much larger in time.
Investors/BDC: Some publicly traded companies are acting as incubators for other budding cryptocurrencies. We talk about Bitcoin a lot, but there are over 6,000 other cryptocurrencies in the world. These investors and business development companies invest in promising crypto companies before they hit the mainstream.
There are many more companies on the way but how will you know how to separate the pretenders from the contenders? Which of these emerging companies will be built on solid technology and which will be gimmicks? Just like the Dot Com Bubble brought with it several names which added ".com" to their names to get in on the action, companies are adding "Blockchain" to their names, some in a very unscrupulous fashion.
Today, Find the Real Blockchain Companies
This technology is already having a major impact on almost every industry you can think of, and that impact will only accelerate over time. In fact, experts predict the space will skyrocket +2,175% from $7.2 billion in 2022 to $163 billion by 2029.
Just like the early days when the internet was the new emerging technology, investors have a chance to pocket huge gains...."
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
"Yep I'm back."
Sabbatical or forced leave the past couple of years?
My guess? Yes, I think it will retest the 6ish level but not because of the technicals nor based on solely fundementals either. The past few years have left me very jaded from a trading standpoint. I don't trade short term any longer. (at least for now)
Remember back in the 90s when we were finally allowed to trade online? We had finally reached a level that wasn't quite parity with the "big boys" but it was the closest thing to "fair" that the retail investor ever had. But it hasn't lasted. The past 10-15 years have brought on a new form of screwing retail- HFT.
In today's environment, retail chases the same table scraps that we did back before computers imo. Once algos point a direction (up or down), the market, like a tidal wave, follows the course. That's not to say that technicals or fundementals don't work- they do. It's just that they now point to the eventual direction the stock will go but not until the algos have had their way with it first and therein lies the rub. I don't have the patience to wait in today's current state, fighting computer driven trading, the APEs, the stupid Fed, this stupid administration... you get it
That's why I think it will retest- not because of reasoning but because of fate lol!
Gonna make me buy aintcha?
“Embedded Executive” Podcast: Scott Bibaud, President and CEO of Atomera
No "meat" but is was released today via the Atomera webiste.
$EBET I've had it on "watch" for a long time and then today this: (#msg-169774248). I don't have a position (yet)- just tossing it out there...
"Since they have me localized as being in France, All I can get is explications in French..."
That reminded me of when we got back from Greece this past April. First thing I notice on all of our social media sites (FB/TWT/etc.,) is getting ads popping up on our pages like they always do- except now they're in freakin Greek! I recognized the products (mostly food and/or restaurants) but couldn't read thing...
No no, wouldn't ask you or expect anything unless it was convenient.
I appreciate your insight but I have little (zero) input on the itinerary... spouse calls the shots and I simply tag along on all our travels.
"While I prefer not to ever set foot in Paris, but, I'd show up for you. However, Mid October, we are going to Montenegro for a week."
<G> Funny we've heard others voice the same opinion about Paris, and while I can relate because of others who I have spoken to, out of country, that want to see some U.S. places that don't deserve it imo, I guess I just gotta at least say "Well, they warned me". That's me
Anyway, we are there the 10th through the 20th. PM me if anything is possible. I would very much like to meet you if even if to do nothing more than take the obligatory "selfie" and be able to post I actually met Wayne
Almost all trees drop their leaves early if drought-stressed. It's self-preservation, but I'm not sure where the sap thing comes in...
Being from a state that produces a lot of sap- hence "REAL" maple syrup, and having worked a "sugar bush" for many years in my early early youth on G-ma's & G-pa's farm, (good memories), I got to learn the secrets of what makes a good "crop" of syrup. Temperature IS key. While not from my state, this article applies to all sugar bushes
How Maple Tree Sap Really Works
**Hint: "Sap doesn't really go back into the roots"
I know you folks been dealing with heat and fires and it's been a little concerning (from a selfish standpoint) as we leave for Port Saint-Louis for a 10-day river cruise along Rhône and Saône Rivers eventually ending in Paris the middle of October.
I just found out, after perusing another site, that the aforementioned institutional ownership (the post I'm responding to #msg-168885530) is a bit misleading. Apparently, they display their figures as shares owned when, in fact, some institutions have actually bought Calls or Puts but this site reflects and records it as shares owned. So, while they may control X amount of shares with a Call or Put, when they close the position it's recorded as a selling of shares. Nuanced for sure- but still, it does make a difference in how you interpret institutional interest. Just something to be aware of (not just with ATOM either)
Apologies if all of you knew that already...I'm a little slow to the party.
Interesting that Cramer posted this yesterday???
"Jim Cramer
@jimcramer
·
Aug 17
Did my buddy pal friend Ryan Cohen beat the company to the selling punch? Probably... $BBBY
Wow! So, does he buy back tonight and tomorrow (down another 33% right now)? Catch a falling knife or play the dead cat bounce??
Just saw tweet that @ryancohen just filed to sell his entire stake in BBBY
YOU are the BEST Lol!!!
Tx Steve!!
2016 was the reorg year and the only date(s) that apply for the class action was February 2011 through November 2012. I went through several random statements from that time period and didn't find anything so that means IF I did hold it during that time frame, it was our typical flip trade scenario famously used on the TGL Thread (nice plug eh?) and it probably would be on only one statement- that means I'd havta go through every statement rather than my cursory glance at a few randoms... maybe someday when I'm bored
"a massive $54.06 profit lol "
LOL! That's probably close to what I would've garnered (or lost) and given the estimated 0.05/share recovery payout I might receive, I'm not losing a lot of sleep
"...Let alone even having original receipts..."
That reminds me (rabbit hole here), I was listening to news earlier today and they were talking about the 87,000 additional IRS agents to be hired and "who" they were going after. Even Dems have had to concede that it will be those making $75K- $200K that will pay the lion's share. One of the biggest tools these people will have is the Venmo, PayPal, G-pay, and etc., companies reporting EVERY transaction to the IRS and EVERY transaction will be considered "income" until you provide the receipt(s) stating otherwise-
Better start saving ALL receipts folks- these armed assholes are coming for us.
SDOC I did search to no avail. TX! for the help tho
I'm not entirely sure but I think I saw where that ticker (SDRW) was tied to warrants prior to the reorg...?
"...if it's anything like most class actions, you won't need to do a thing..."
Yes, you're right- doing nothing most generally automatically puts you in the class action status, but I always like to confirm the degree to which I'm involved when I get these notices (figure an approx payout )
Ha! I read the PDF file and right under the big header:
PLEASE NOTE: Receipt of this Notice does not mean that you are a Class Member or that you will be entitled to receive a payment from the Settlement.
That's why it's frustrating for me- I know I owned it at one time but going that far back in statements/history is time consuming and I don't even know what the ticker symbol was back then OR if I even owned it during the time frame... Just gonna havta rely on their records.
P.S. No clue about the pump- I didn't even know Sandridge still existed lol!