is currently solvent and making every effort to stay that way.
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"You still overpay for (Fill in the item), but you know you are, and you don't care. They are made so well and they fit..."
Yup, my wife... 😏
Retail et al., is taking it on the chin: Bear of the Day: Kohl's (KSS)
Right inline with Richard's (Craig Hallum) $17 PT
I don't put much stock in analysts' PT unless there are several, but, I DO love the TV market exposure. And not for the reason others might think.
I'm not about wanting APEs turning this into a play-ground (even though I would take the gravey...) no, I like the market exposure that might make other companies take more notice of Atom's potential and what they have to offer.
$ATOM "This is reminiscent of the Jan - March of 2021 run..."
I know, a run is a run regardless whether it's news driven, squeeze driven, manipulated, or legit. Still, it's fun to watch...
Below are two charts. First one is the run from Jan 4 2021 through March but I'm only highlighting (the red arrows) the first 5 trading days of that run Jan 4 - Jan 11 Monday a.m. - Monday a.m. (Had to use a weekly chart to go back that far). The second chart highlights the past 4 trading days so far. You'll notice that in both cases, the runs were impressive and neither had hit a double yet at this point, but the momentum was strong and the direction clear. Very similar action following very similar impressive news releases. At the time of this post, the stock appreciation two years ago was just shy of 60% ($16 to $28) at this point, while today's action is just over 65% ($6 to $9).
The second chart is the past 4 trading days after the release of the last news
I posted this on another board (#msg-171789813) about how this current run has a similar vibe (lots of chatting up in the cybersphere, mentions on business TV, and etc.,) as the huge run we had at the start of Jan 2021 after release of news. Below are two charts. First one is the run from Jan 4 2021 through March but I'm only highlighting (the red arrows) the first 5 trading days of that run Jan 4 - Jan 11 Monday a.m. - Monday a.m. (Had to use a weekly chart to go back that far). The second chart highlights the past 4 trading days so far. You'll notice that in both cases, the runs were impressive and neither had hit a double yet at this point, but the momentum was strong and the direction clear. Very similar action following very similar impressive news releases. At the time of this post, the stock appreciation two years ago was just shy of 60% ($16 to $28) at this point, while today's action is just over 65% ($6 to $9).
The second chart is the past 4 trading days after the release of the last news
You're welcome- but there really is so much more. If you get a chance, here's links to both the webcast (highly recommend) and /or the transcript:
Webcast
Transcript
Lol, I blew right past that without catching it... I knew "who" you were talking about so it didn't even register with me...
$ATOM
apparently Lou liked some LinkedIn post yesterday concerning ATOM...
I've been through the CC several times and listened/watched it twice. My overall impression is that when this show began (for me) a couple of years ago, it was like a typical start-up. They (ATOM) had their hands in several pots and were scrambling to put something together. It felt like they had a great platform but so many options were available that it was hard to discern a focused vision coming from them, Everything (patents seemingly every other day, white papers, presentations) it felt like chaos in a way. Jump back to the present, and it now feels like a much tighter grip, more control, and things are coming together. I suspect that the next few months may be more exciting than people may be expecting. As another (established) poster stated : "mgmt off the scale giddy with company's future". If you have followed any of my posts over the past few CC's, you know that I have stated MANY times that I've felt that Scott has wanted to open up and say more but is constrained. On this most recent CC, he verified his feelings: "I'm glad to give you this insight into our technology pipeline and customer activity, and I know investors would like to see more. Believe me, I know. But this past quarter illustrated activities in the process development world take a long time to unfold and are frequently secret..." For further context, when he says "Believe me, I know.", you need to be watching the CC webcast to see how animated he is when he says that. You can tell that it bugs the hell out of him not to be able to say more.
Anyway, I've highlighted several (what I consider to be) segments of the CC that I deem to be noteworthy.
-----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------
1) Idiots on other platforms have stated that the last news release is re-hash from a previous agreement that ATOM had with ST.
False.
Last week, we completed negotiations with ST on our first full commercial license for the production and sale of devices using MST technology, and today, the agreement was fully executed....sic(previously) signing an integration license with them in late 2018.
2) "We continue to work with JDA customer #1 in the Central Engineering Group and are working with various business units to find solutions that will work best for them. Up to now, we have not gotten to the point where we could announce a JDA in a specific solution area, but we remain actively engaged working towards one or more."
It would not surprise me to see an announcement out of the blue for multiple advancements here. That last sentence seems cryptic to me: "we remain actively engaged working towards one or more.
3) Same here.
Likewise, work with JDA #2 is ongoing with new experiments to follow up on our initial trials and as specified in our..., we will have milestone payments to announce
4) "In terms of the work that is underway in Phase 3, there are clusters of customer designs underway in the power area and in the RF SOI. Although we have to be cautious about what we say in the advanced node area because the universe of people developing this technology is quite small, we are working with one or more entities there as well. You can see the momentum we have in the advanced nodes area through our addition to the ASIC innovation coalition as well as the article last week in semiconductor engineering, quoting our employees extensively and even some recent patent activity."
Cryptic and telling at the same time. The ASIC coalition was announced a few weeks ago (picture of the sign) on both iHub (The Golden Lounge) & Twitter posts.
5) To all the chowder heads that were spouting off about how ATOM would have to now settle for lower revenue or even a buyout because the royalties weren't going to be there. False.
"...so we aren't going to give the exact terms of the contract, but I can tell you that for the last several years, we've been talking about a business model that had kind of our list price of upfront milestone payments would be -- is a total of about $3.2 million. And then our royalties that we were looking for a range between 1% and 3%. While I can't share with you where we are with this contract, I can tell you that we're close to our business model."
6) Of course there is a 'Domino Effect'
There's no -- nobody has told me we're not moving forward until someone else comes. But most of our
customers have talked about wanting to -- they couch it in different terms, but they say, who else is in production today, who else is going to production. To the extent that we were able to announce a small company that they didn't really respect as being a market leader, I don't think it would have had much impact -- but now we can announce STMicro. Of course, I think it will have a big impact.
For a more technical approach and explanation,this is a great post (SA article) and I admit I follow the author- this guy (@microcapreturns) on both SA and Twit-land.
"I expect today to be a muted because of the HUGE short position... they will not vacate without a lot of kicking and screaming."
And kick and scream they did since last night... a battle royal taking place before your eyes lol. Almost 40% of the float rolled today alone. This is reminiscent of the Jan - March of 2021 run...
Like Steve said, this is going to be fun again but on a different level
Things to do today- maybe when I come back later, I'll be forced to add
$ATOM 15% of the float has rolled so far in the first 45 minutes of trading...
"Shorts can hitting the stock all they want"
And given the fact that actual revenue won't be realized for at least a few more weeks (possibly 3Q), I would expect a shorts battle to take place. The only real short squeeze that might take place (imo), is if heavy hitters (institutional buyers) hit the tape to take up positions. Might even get a hedge fund or two to take a stake once again.
I expect today to be a muted because of the HUGE short position... they will not vacate without a lot of kicking and screaming. It was evident last night on Twitter and StockTwits- the short posters came out of the woodwork in droves right after (and during) the CC, making idiotic and misleading claims lol.
I'm not the only one to sense Scott's excitement ' (#msg-171784537)
Glad to see I'm not the only one who sees/feels Scott's excitement. From a tweeter's post:
' "Find Alpha
@MicrocapTrader
·
57s
$ATOM mgmt off the scale giddy with company's future, following $STM @ST_World
licensing. Craig Hallum calls it "watershed moment" '
While there won't be money milestone payments until late this Q or early 3Q (from the CC tonight), I expect the share price to continue to rise over the next few weeks and months. Shorts will be forced to cover but it won't be the squeeze that I had personally hoped for. However, institutional interest may very well pick up and that might propel a short covering rally at some point.
Time will tell...
Biggest takeaways (from memory) of today's CC:
1) ATOM is moving and in the right direction.
2) Scott was very articulate. While the current financial agreement(s) with ST can’t be disclosed, the revenue model discussed in earlier CCs (1-3 % for royalties as well as upfront milestone payments of (? $3-4 million) is still current . The recent contract is, in his (Scotts’s) words, still within those ranges.
3) Scott admitted he’s frustrated and appeared to be VERY relieved having the ability reveal one of the companies they are doing business with. He is very well aware of the shareholder frustration of the NDAs. Repeatedly stated he “understood the company’s need for NDAs”, but, wished he could reveal more information they have on all their customers. He genuinely seemed excited at progress they have made with other JDAs- (I’ve stated this feeling I’ve had about Scott before).
4) They are resuming work with AKM (Asahi Kasei Microdevices Corporation) after the fire shut them down in 2020.
5) The current ST agreement was only completed last week. Standard production rates & milestone payments still exist- (This removes the doubt that some posters had posited that ATOM would now need to be bought out, or, settle for much lower reduced compensation and therefore, lowered share price ranges.)
6) The Domino effect is VERY much in play. (It was a question also brought up in the Q&A at the end of the CC). While Scott tried to downplay it a bit, he could not, none-the-less, hide his excitement that other companies would most likely be affected by the current turn of events. While it might not “force” any of them to act immediately , it may very well, instill a greater sense of comfort going forward.
7) They (ATOM principals) are very cognizant of the ATM versus the current share price conundrum.
There is so much more- you would do yourself a great favor by watching a replay or, at least, read the transcript of today’s CC when it comes out. I have to confess I feel much better than I did a few days ago. As I have stated numerous times in the past, as long as they demonstrate progress, I will continue to support. After hearing/seeing the CC, I have not changed my mind.
Biggest takeaways (from memory) of today's CC:
1) ATOM is moving and in the right direction.
2) Scott was very articulate. While the current financial agreement(s) with ST can’t be disclosed, the revenue model discussed in earlier CCs (1-3 % for royalties as well as upfront milestone payments of (? $3-4 million) is still current . The recent contract is, in his (Scotts’s) words, still within those ranges.
3) Scott admitted he’s frustrated and appeared to be VERY relieved having the ability reveal one of the companies they are doing business with. He is very well aware of the shareholder frustration of the NDAs. Repeatedly stated he “understood the company’s need for NDAs”, but, wished he could reveal more information they have on all their customers. He genuinely seemed excited at progress they have made with other JDAs- (I’ve stated this feeling I’ve had about Scott before).
4) They are resuming work with AKM (Asahi Kasei Microdevices Corporation) after the fire shut them down in 2020.
5) The current ST agreement was only completed last week. Standard production rates & milestone payments still exist- (This removes the doubt that some posters had posited that ATOM would now need to be bought out, or, settle for much lower reduced compensation and therefore, lowered share price ranges.)
6) The Domino effect is VERY much in play. (It was a question also brought up in the Q&A at the end of the CC). While Scott tried to downplay it a bit, he could not, none-the-less, hide his excitement that other companies would most likely be affected by the current turn of events. While it might not “force” any of them to act immediately , it may very well, instill a greater sense of comfort going forward.
7) They (ATOM principals) are very cognizant of the ATM versus the current share price conundrum.
There is so much more- you would do yourself a great favor by watching a replay or, at least, read the transcript of today’s CC when it comes out. I have to confess I feel much better than I did a few days ago. As I have stated numerous times in the past, as long as they demonstrate progress, I will continue to support. After hearing/seeing the CC, I have not changed my mind.
Just completed. Started @ 5 (EST) I will post some of my notes and thoughts later tonight. Should be a transcript available by tomorrow.
"looks like fluff news for damage control, who puts out news same time as financials??? "
Scott stated in the CC just now that they (ATOM & ST) completed their agreement just last week and were able to put something out this week. I am very much more impressed after the CC.
I listened to the entire call. Were you able?
$ATOM AH trading is nutso. Shorts gotta be freakin. Tomorrow could be a covering rally.
Let's see what Scotts says tonight...
That came right outa left field... took the shorts by surprise me thinks.
"Financial details of the license agreement were not disclosed."
Hopefully there will be a little clarity given shortly...
I'll be monitoring the CC in about 45 minutes.
Lol, we both posted at the same time... (one minute apart)
Atomera Signs Commercial License Agreement with STMicroelectronics
"April 26, 2023 - 4:02 pm
Agreement Allows ST to Manufacture and Ship MST-Enabled Products
LOS GATOS, Calif.Atomera Incorporated (NASDAQ:ATOM), a semiconductor materials and technology licensing company, today announced the execution of a commercial license agreement with STMicroelectronics (ST). This agreement enables ST to install Atomera’s Mears Silicon Technology™ (MST®) into its facilities and authorizes ST to manufacture and distribute MST-enabled products to its customers.
MST is a quantum-engineered material that enhances transistors to deliver significantly better performance in semiconductor devices, while shrinking die sizes and reducing cost in today’s electronics. In power devices, performance improvements typically include lower “on” resistance, higher breakdown voltages, and die size reductions of 20% or more. As these devices are ubiquitous in all electronic segments, this means consumer electronics such as mobile phones can have longer battery life, datacenters and EVs can improve efficiency, and all segments can lower their component costs.
“With the execution of this agreement, Atomera will be working with ST to bring to production ST products that are enhanced with all the benefits of MST as soon as possible,” said Scott Bibaud, Atomera’s president and CEO. “We are thrilled to be working with an industry leader like ST to commercialize MST in its flagship smart power products.”
DigiTimes Asia article from yesterday: Atomera founder talks about how its patented MST technology benefits chipmakers
(Disclaimer) It is a "Premium Content" article- can't be read unless you are a subscriber
I can't read it either but it was released yesterday so I thought I'd toss it out there in case someone does have a sub- maybe they can post it, or the excerpts, here.
Apparently, from the buzz in StockTwits-land, and from (TipRanks) is that Craig-Hallum (Richard Shannon- the analyst) has "reiterated a buy rating" on $ATOM. I don't know what the PT is or was, however.
The issue appears to be that "Why would CH issue a rating two days PRIOR to the 1Q results that will be released Wednesday"??
It's for reelz now
I know a guy that runs marathons, I'll ask him next
I'm willing to bet he, or someone he runs with, will know
'nother shoutout in EE|TIMES quoting $ATOM :
Can the Optane Gap Be Filled?
"Smaller transistors might enable emerging memory candidates
Magnetoresistive random-access memory (MRAM) could be a candidate to fill the NAND–DRAM gap, and Atomera’s Mears Silicon Technology (MST) could help it get there. Atomera was founded in 2001 by Robert Mears, who also serves as CTO, with a vision to develop a platform of materials technologies for use across multiple industries. MST was spurred by the slowdown in advancement of Moore’s Law and uses atomic-level materials science to deliver multiple power, performance, area and cost (PPAC) benefits.
MST’s ability to improve PPAC is showing promise in advancing MRAM to a point at which it will finally be able to transition from a niche memory to mainstream and potentially fill the gap between NAND and DRAM left by 3D XPoint, Jeff Lewis, Atomera’s SVP for business development and marketing, told EE Times in a briefing. The company is enhancing transistors to get more capability from them by applying a quantum engineering film. “It applies to all nodes, so it’s not just memory,” Lewis said, adding that Atomera licenses this technology out to device makers to incorporate into their products.
Atomera’s MST technology can significantly increase the mobility of electrons and holes, which enables semiconductor devices to provide more current for the same voltage. It can also shrink transistors in memory devices like MRAM, which could allow for it to become a non-volatile option to fill the NAND/DRAM gap.
MST does not just apply to memory; the underlying technology could also be applied to analog power switches, for example. In general, Lewis said, MST enables increased carrier mobility and drive current, which is applicable to a variety of integrated circuit types. Improved mobility at high and low fields have already been demonstrated during third-party evaluations, he said, as well as drive and effective current increases of 10% to 20%.
MST also enhances the reliability of the device, Lewis added. “You can actually overdrive it without wearing it out.” The many benefits add up to the point where it is possible to increase the current drive of the same-sized transistor by as much as 52%. In addition, an MRAM array could be significantly shrunk if the transistor is smaller, and shrinking is a well-understood value proposition because it reduces cost, according to Lewis.
The benefits of MST all play into addressing the key challenge for an emerging memory if it is to displace an incumbent technology, such as DRAM—cost per bit. “People have talked about MRAM as being a potential replacement, but from a cost-per-bit perspective, it still hasn’t approached near-DRAM levels,” Lewis said, adding that he thinks the non-volatility and low-power profile of MRAM is undervalued. “We are focused on MRAM because that seems to be taking over as the de facto standard, certainly for embedded memories.”
The kick in the nuts though- from Objective Analysis’s Jim Handy:
"But filling the NAND–DRAM gap with another layer is tough because it is really difficult to make something cheaper than DRAM, he added. “And if isn’t cheaper, there’s no reason to put a layer in between memory and NAND flash."
Congrats!
I'll be interested in hearing what she says.
I've changed my own wiper blades for years- and they all go on different.
Now you're gonna have me second-guessing myself next time... 😒
It wasn't in my area of expertise so I asked my wife (she was a surgery nurse R.N. prior to taking over infection control) who worked with several orthopedists over the years if she'd ever heard that term.
Nope.
But, then again, we've been retired now for 5 years...😏
You made me look into it...
Another name for "runner's knee":
{...painful iliotibial band syndrome, also called the “windshield wiper syndrome” or "runner's knee", is the expression of the interaction between the foot and knee in movement.}