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STMicro has also taken a steep dive to a 52 week low
The sector is suffering as they continue down the path of shrinking chips at the expense of profitability. Time to listen to Nvidia CEO Jensen Huang when he says the era of shrinking chips is reached atomic scale, the future lies with material science. This CC we need to hear why Atomera is not announcing contract wins.
Nvidia CEO said we are now moving into materials science becoming the focus for next generation chips. Now;
Merck raises outlook for electronics
(Reuters) - Merck KGaA is seeing a faster-than-expected improvement in its semiconductor materials business ....
It has seen an inflection point in the second quarter for advanced nodes and materials for AI applications, it said, having previously said it expected a recovery in the semiconductor market in the second half of the year.
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Atomera has a cheap easy to install solution in advancing materials science to provide better performance while lowering power use. The watching paint dry period may be ending soon folks
From latest PR
....said Pierre Cemeli, GM Connect SOI BU at Soitec. "We are pleased to supply our advanced experimental products for Atomera to combine with their own technology, with the ambition to progress the state of the art."
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Atomera calling the results they are seeing as "Breakthrough" and "dramatic". Soitec no doubt is looking at performance data and hope to see MST Soitic wafer performance reach significantly improved levels.
April 27, 2023
New York, N.Y. and Durham, N.C., April 27, 2023 – Humacyte, Inc. (Nasdaq: HUMA), a biotechnology company pioneering the development and manufacturing of off-the-shelf, universally implantable bioengineered human tissues and organ systems, and Breakthrough T1D International (JDRF), the leading global organization funding type 1 diabetes (T1D) research, today announced a new collaboration to advance the development of Humacyte’s Biovascular Pancreas (BVP) product candidate.
Humacyte’s BVP is designed to deliver insulin-producing islets using Humacyte’s investigational tissue-engineered blood vessel, the Human Acellular Vessel™ (HAV™). Breakthrough T1D will provide Humacyte with funding to support the development and testing of the BVP.
“We are proud to be collaborating with Breakthrough T1D, one of the leading organizations in the world focused on T1D research,” said Dr. Laura ??Niklason, founder and CEO of Humacyte. “Humacyte’s HAV technology, combined with insulin-producing islets, may constitute a groundbreaking development in the treatment of T1D in the future. Successful development of the HAV could improve the lives of millions of patients, and their families, who are suffering with this chronic and debilitating disease.”
“Breakthrough T1D is committed to supporting the development of cell replacement therapies that could one day offer cures for type 1 diabetes,” said Esther Latres
Need a company to sign the letter of intent for the big move.
currently it looks like there is a lot of interest in keeping this one sub $1.
Humacyte Awarded $3.4 Million Contract Award from the U.S. Department of Defense
Funding to Extend Humacyte’s Investigational Human Acellular Vessel (HAV) for Vascular Trauma
October 02, 2017
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As the recipient of a $1 million grant from the DoD’s Medical Technology Enterprise Consortium (MTEC), tissue-engineering firm Humacyte, Inc. selected the Coalition for National Trauma Research (CNTR) to manage its multi-site study
Oct 20, 2020
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The HAV received priority designation for the treatment of vascular trauma by the U.S. Secretary of Defense.
Dec 12, 2023
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FDA) has accepted and granted priority review to Humacyte’s Biologics License Application (BLA) seeking approval of the Human Acellular Vessel (HAV) in urgent arterial repair
Feb 9, 2024
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Always amazed when I have talked to medical practitioners and the ignorance about Vascepa.
The mineral oil campaign waged a few years ago by people with conflicting interest did a lot of damage. Amarin should have gone hard with cease and desist letters that demanded retractions in print.
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Includes my primary care physician.
monomaterial, that was the claim for adopting HDPE Caps.
Wunderlich notes that in the case of small HDPE bottles, the benefit of an-all PE closure is clear, as the entire container is monomaterial and can be recycled in the same stream.
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Published 10/1/2021
Future Caps & Closures: More HDPE, More PCR
Plastics Technology Magazine
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Origin has the real mono material, all PET bottle and cap, and is introducing it at this year's NPE2024.
Looks like the first mover will be a Soft Drink company
Origin Materials Introduces World’s First CSD (Carbonated Soft Drink) PET Cap, the Lightest of its Kind Ever Produced Commercially
Big plastic convention in Orlando this week
Bissell will be a speaker Tues.
later, Aitor Henao Sotoof PackSys Global’s. Head of Marketing & Communications at the Swiss company, stated, “We are proud to have partners like Origin who have entrusted us with their project, relying on our experience and expertise in engineering. The tests conducted at our technology center, KREALAB, were highly successful, and we are excited to showcase the results on May 9th at NPE2024 in Orlando in our booth alongside the Origin team.”
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"highly successful"
Real contracts with real numbers that can finally be crunched for valuation. Also think first mover for an all PET bottle/cap will quickly bring others into the fold.
Origin and PackSys will have adjacent booths
Multiple partners are already testing the thousands of caps produced in scale that have passed inspection. Time to ink some deals.
Got their duck in a row
* Origin Materials Partners with PackSys Global on World’s First PET Cap and Closure Manufacturing System
*Origin Materials Partners with IMDvista on World’s First PET Cap and Closure Manufacturing System (vision inspection)
Just in time;
Every three years, bold leaders, creative thinkers, and visionaries from every industry in the world gather at NPE® to advance their business through innovations in plastics. In just 5 days at NPE2024, you’ll build new partnerships, experience the latest technology, and unlock new opportunities to drive exponential growth for your organization. The website for all information about the event is https://npe.org/.
Date: May 6-10, 2024
Location: Orlando, Florida
August 3, 2022
...estimated $1,908 million more to bring Cote to production
* If someone were to start development of Cote today, with higher development costs, it would be a total cost of $3 billion+ to get the mine to production? Just doing some math for what a buyout price would look like just for a Cote/Nelligan bid.
Market is not happy with no guidelines to next catalyst. Unhappy markets on pre revenue companies tend to trend lower. So a little digging on my own.
STMicro Agrate facility
...We are strengthening our unique 300 mm wafer digital manufacturing capacity in Crolles (France) and expanding our 300 mm capability to analog with a new facility in Agrate (Italy).
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Atomera’s MST-SP technology demonstrates breakthrough performance and density improvements to power and analog devices. Thanks to the combination of dopant profile engineering and mobility improvement made possible by MST, the MST-SP technology can reduce die size of PMICs and other 5V devices by up to 20% without degrading reliability or efficiency.
Compared to baseline symmetric 5V NMOS analog transistors, MST-SP has been demonstrated to offer 3x lower specific on resistance (Rsp). Compared to asymmetric 5V analog transistors of similar design, MST-SP offers up to 25% lower Rsp at the same breakdown voltage, BVDSS. The MST-SP breakthrough also applies to 5V PMOS and has applications beyond 5V analog to many other silicon devices, including planar CMOS devices.
Smaller Die Sizes mean Lower Cost for Analog and Power
* Scott says Atomera is meeting specs and waiting on customers timelines
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STMicro
Wide bandgap capacity expansion
We are investing in gallium nitride (GaN) technology, building capabilities, and capacity to support our business ambitions.
* Scott on CC - Promising GaN results in a new product category,
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Hard to see why the stock would trend up until an actual licensing is announced. On the sideline for now.
Now a look back at timing for STM, last earnings CC
But as people will remember for ST, they did their phase 3 work a long time ago, kind of put it on the shelf. And now they're taking this, and they're doing it for a brand-new process node. So, they do have some work to try to -- I mean, I think they're going to get very good results on their first run, but their goal is to spread MST in a lot of places, so they can get good results across more and more components in their designs.
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Atomera, STMicro sign deal to use new chipmaking material
By Stephen Nellis
April 26, 20233:29 PM
"Atomera Chief Executive Scott Bibaud told Reuters that STMicro, with the new deal, is now Atomera's closest customer to moving to mass production. Bibaud said there is no firm timeline for when chips with Atomera technology will be in production, but it could be within 12 to 18 months."
As Chips Scale Down, Leakage Current Goes Up. How Are Developers Responding?
April 05, 2021
All About Circuits
Scaling down the transistor to the next smallest node often sounds like a fool-proof way to improve IC performance. In reality, however, scaling introduces many hardships for IC designers. One of the most notable challenges with scaling is the increased prominence of leakage current, which significantly contributes to overall chip power consumption.
Scaling down the transistor to the next smallest node often sounds like a fool-proof way to improve IC performance. In reality, however, scaling introduces many hardships for IC designers. One of the most notable challenges with scaling is the increased prominence of leakage current, which significantly contributes to overall chip power consumption.
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Leakage?
MST can be used to reduce power consumption by lowering the leakage, just as it can be used to boost performance. Dealing with increased gate leakage at lower process geometries is one of the most difficult tasks for semiconductor designers. During third-party tests, gate leakage reductions of more than 60% were demonstrated by preventing unwanted transistor current flow in the vertical direction.
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STMicroelectronics introduced new innovations in silicon process technology that incrementally leverage existing manufacturing approaches. Fully Depleted Silicon On Insulator, or FD-SOI
FD-SOI is a planar process technology that relies on two primary innovations. First, an ultra-thin layer of insulator, called the buried oxide, is positioned on top of the base silicon.
* Now STM is playing with introducing MST and looks to me may be targeting the the buried oxide layer.
Buy back as much as possible before announcing a marketing partner in Europe.
Big Pharma needed to get attention to docs letting CV patients leaving the hospital that need add on protection to prevent that second event.
"The total events were significantly reduced by approximately 35% with icosapent ethyl in individuals with prior MI who are at elevated risk of another major event."
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It is truly malpractice not to give your patient the option of add on protection. Hundreds of thousands of patients yearly would be in the high uptake category. 100% sure Amarin does not have what is needed for effective marketing.
PET caps will be produced from Modules modified for Origin process. Plans are for in house modules and on site modules.
Following Koch for a pr on their end
Origin Materials engaged Koch Modular at an early stage for guidance on set up and production, with a primary focus at the front end of their process- converting biomass to chlorinated hydrocarbon through reaction, distillation and filtration. Downstream of Koch Modular's system Origin process involved the conversion of chlorinated hydrocarbon into PET (polyethylene terephthalate)a strong and lightweight thermoplastic commonly used in beverage packaging
The PET cap that will make recycling a step easier.
The industry has been trying but no succeeded in making an all PET cap. ro simplify recycling.
August 9th, 2023 Origin Materials announces;
Origin Materials has created PET bottle caps to allow manufacturers to develop monomaterial packaging that can be recycled without separation. The caps can be produced with any PET, from recycled PET (rPET) to Origin’s 100% bio-based, carbon-negative virgin PET.
Is there demand?
Q4 update
We successfully completed our third manufacturing development run on production-scale equipment producing thousands of caps per hour. Our initial product passed third-party tests validating that performance meets or exceeds industry standards and we have conducted preliminary consumer testing. Our partners have conducted extensive diligence and demonstrated strong organizational alignment across procurement, R&D, marketing, and sustainability to move forward with Origin’s solution, and we are now at the letter of intent phase with multiple leading CPG companies that collectively consume tens of billions of caps per year.
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Management touting this as the path to profitability starting in 2025
Big day. Scale plant is now producing PET with wood based source material. The company is hated because of delays and not followed by Wall Street so not seeing price action expected. Added and glad to wait for serious coverage to crank up this summer.
If 95% of generic patients have <500 trigs and it's easily identifiable infringement on a mass scale via abuse of the skinny label. Supplying market with far more supply than needed for generic indication is also intent to infringe, 3X damages.
Bizarre how lazy the court system has been in not enforcing patent law for the major indication that took 8 years following 8000 patients and millions $$$ to gain the CV protection indication.
Price is half of cash on hand with a possible big event coming soon
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First caps and closure partner?
Tethering caps to the bottle is one way to ensure they’re recovered, and the concept is included in EU single-use plastic legislation set to take effect next year. Tethering keeps the cap affixed to the bottle with the plastic tamper-evident band once a user breaks the band upon opening the bottle. Tetra Pak is among the companies preemptively introducingtethered caps, as is Berry Global via a partnership with Coca-Cola. Bissell said tethering will be an option for Origin’s PET cap customers.
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Caps and closure endeavor is independent of Origin 1 biomass. All PET cap has always been a goal and Origin is the first company to be able to produce a PET cas meeting industry requirements.
some big partners don't think this is a scam.
Partners spent of $13 last quarter testing Origin product in their systems:
"We successfully completed our third manufacturing development run on production-scale equipment, producing thousands of caps per hour. Our initial product passed third-party tests, validating that performance meets or exceeds industry standards, and we have conducted preliminary consumer testing. Our partners have conducted extensive diligence and demonstrated strong organizational alignment across procurement, R&D, marketing, and sustainability to move forward with Origin's solution.
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And we are now at the letter-of-intent phase with multiple leading CPG companies that collectively consume tens of billions of caps per year. "
Origin isn’t touting this innovation as the first-ever PET cap, but rather an option that’s not commonly available in the market and could be transformational for the sector, Bissell said.
“It’s not as though we’re the first people ever to try to make a PET cap for bottles. ... It’s that they weren’t successful for a variety of reasons,” Bissell said. “That’s what we really solve — we’re processing the material differently so that we can get to a cap economically that fits to an 1881 standard bottle.”
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Tethering caps to the bottle is one way to ensure they’re recovered, and the concept is included in EU single-use plastic legislation set to take effect next year. Tethering keeps the cap affixed to the bottle with the plastic tamper-evident band once a user breaks the band upon opening the bottle. Tetra Pak is among the companies preemptively introducing tethered caps, as is Berry Global via a partnership with Coca-Cola. Bissell said tethering will be an option for Origin’s PET cap customers.
Bissell said the plants for manufacturing Origin’s PET caps will be different from the company’s biomass-based PET component plants
Origin isn’t touting this innovation as the first-ever PET cap, but rather an option that’s not commonly available in the market and could be transformational for the sector, Bissell said.
“It’s not as though we’re the first people ever to try to make a PET cap for bottles. ... It’s that they weren’t successful for a variety of reasons,” Bissell said. “That’s what we really solve — we’re processing the material differently so that we can get to a cap economically that fits to an 1881 standard bottle.”
JP Morgan - Stephen Jury (Not a goldbug news letter)
Managing Director
Mar 13, 2024
Our outlook on gold
We have a constructive outlook on gold over the next 12 months. We currently expect that the Federal Reserve will begin to cut interest rates in the United States – likely beginning in June, subject to revision. In our opinion this should set the stage for gold appreciation. A persistent theme of geopolitical tension should continue to drive Central Bank reserve diversification. In addition, 2024 will see over 60 countries – representing around half of the world’s population – heading to the polls for national elections. Tragically, two regional conflicts are still ongoing, and these may have an impact on global supply chains.
We look for more Central Banks to add to their buying momentum this year and assume these buyers may be less sensitive to prices. We look for retail ETF investors to come back to the market and begin accumulating gold once again as yields fall. Gold investment is not currently a crowded position. Investors have been lured by high cash interest rates – and we are particularly interested in this development. Under-owned and under-appreciated investments are often ripe for appreciation. Our current outlook for year-end 2024 is $2,250-2,350.
November 16, 2023
Atomera Continues to Improve Our MST-SP 5V PMIC Power Switch
Our further optimizations have made the already best-in-class device even better, especially the PMOS device. We are demonstrating up to 30% lower N-device RSP, up to 40% lower P-device RSP, with LG 20%-40% shorter than competitive offerings. These improvements mean that MST-SP provides even higher cost savings and power reductions versus conventional technologies.
The Result: MST-SP enables a die shrink up to 20% for PMICs and other 5V device applications
Additionally, smaller dies also consume less power, generate less heat, and enable the manufacturing of chips at a lower cost per unit. Therefore, advancements in semiconductor technology that shrink the size of the die are instrumental in driving improvements in computing performance.
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Additionally, smaller dies also consume less power, generate less heat, and enable the manufacturing of chips at a lower cost per unit. Therefore, advancements in semiconductor technology that shrink the size of the die are instrumental in driving improvements in computing performance.
Barron's Feb 17, 2024
It’s also a quandary for the consumer packaged-good industry. Under pressure from activist shareholders and governments, companies like Coca-Cola (ticker: KO), Mondelez International (MDLZ), and Nestlé (NSRGY) have promised to cut back on new plastic and use more recycled content. Yet progress reports show many companies using more plastic and falling short of sustainability targets—colliding with market forces that are making it tougher to cut back.
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Barron's Feb 17, 2024 -Dow and 5 Other Stocks to Play the Future of Plastic
Dow
Lyondell
Celanese
Berry Global
Origin Materials
Univar
- partners "with no changes needed to their tooling or production processes."
"We successfully completed our third manufacturing development run on production-scale equipment, producing thousands of caps per hour. Our initial product passed third-party tests, validating that performance meets or exceeds industry standards, and we have conducted preliminary consumer testing. Our partners have conducted extensive diligence and demonstrated strong organizational alignment across procurement, R&D, marketing, and sustainability to move forward with Origin's solution.
And we are now at the letter-of-intent phase with multiple leading CPG companies that collectively consume tens of billions of caps per year. "
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Origin saw $13 million in revenues from partners in the 4th quarter. Partners are more than just interested.
"independent of the scale-up of our biomass conversion technology "
from Q4 CC;
...we now have a path to profitability entirely independent of the scale-up of our biomass conversion technology and related manufacturing plant construction. These initiatives are led by our all-PET caps and closures business, a highly differentiated solution for the over $65 billion caps and closures market.
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If profitable numbers are possible as soon as '25 there must be someone running trials now and are ready for licensing? Independent of scale-up is a huge statement. The partners looking to get into PET caps will be using in house materials.
Gets better;
Other near-term revenue-generating technologies are in development. Like our all-PET caps and closures, these new applications enabled by Origin technologies are NOT DEPENDENT ON ORIGIN 1 OR ORIGIN 2 FOR PRODUCTION AND sale but capable of using materials produced from these plants. These applications leverage Origin’s chemical expertise, depth of application knowledge, and intellectual property, with further details to be provided as development progresses
Bloomberg noted this week that tutors, sometimes costing $500 per hour, are all of a sudden back in vogue.
Bloomberg wrote that demand for SAT tutoring and prep centers is surging as several top colleges reintroduce mandatory SATs, and students adapt to the SAT's new digital format.
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bullish for Chegg's tutoring service where you use an AI focused online service that also links to human tutors employed with Chegg. Chegg's human tutors fees are far less than $500 per hour. Most of the tutors are based in low cost India.
Security STM / STMicroelectronics N.V. - Depositary Receipt (Common Stock)
Institution BlackRock Inc.
Latest Disclosed Ownership 76,018,157 shares
Ownership 8.30%
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BlackRock recently filed as required when they went over 5% in Atomera.
Q4 CC
2023 was Origin's first year of revenue generation since becoming a public company, with revenue of $13.1 million and $28.8 million for the fourth quarter and full year, respectively.
* somebody is interested in the scale results
Management said
* they have fine tuned the plant on corn starch and should be producing product using wood residue in the coming months.
* expecting licensing of cap closures this year and becoming profitable by 2025.
* cash burn expected to drastically slow as business model means partners will be funding the next steps
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The coming months are going to be make it or break it for Origin. Moonshot if the news is good and a partner is announced.
Looked up Institutional holders for Atomera and STMicro
#1 for both is BlackRock
Profitability in 2025 if Cap market is a success. Shorter timeline for an answer;
Selling well below cash with a big catalyst possible in next few months, plan will be converting to wood residue.
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Waiting on news the company is getting results from wood chips. Management says in the next few months. That path to profitability being based on plastic caps and enclosures looks legit as sales in the sector are over $60+ billion worldwide yearly and growing. Major providers for the market are looking for greener answers to their petroleum based closures.
$11.82 billion in US sales in 2024
Major companies in the sector are looking for low carbon answers.
Blue Thunder Mining announces planning for 2024 exploration season with IAMGOLD
March, 18, 2024 -- (Blue Thunder Mining Inc) --
(NewsDirect)
Blue Thunder Mining CEO Dorian Nicol joined Steve Darling from Proactive to share exciting developments following successful meetings with IAMGOLD. IAMGOLD has joined Blue Thunder Mining as a major shareholder, holding a significant 14.5% interest in the company. This partnership underscores the potential of Blue Thunder Mining's flagship project, Muus, which is highly prospective for gold mineralization and strategically located adjacent to IAMGOLD's 5-million-ounce Nelligan gold project.
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Iamgold looking like a consolidator before a buyout? Any buyout likely to happen before 4thQ which is when Cote is expected to be at full production status.
The timing of Jeff Lewis's departure is really odd.
Management changes based on retirement are usually announced at quarterly filings and 3 to 6 months is a minimum norm. Ask any salesman and you know it is all bout closing the deal to keep your job. Scott says the pace of customer interactions have really ramped since STMicro decided to take the scale production. The pressure on Jeff to close deals is probably higher than ever? Retirement or the two parties not seeing eye to eye?
62 y.o. licensing Expert Jeff Lewis announced his retirement form Atomera
The big question being was it job performance related. Atomera is now entering a period where potential licensing should be ramping up if STMicro is seeing validation of the results in scale that the TCAD trials indicated. Lewis was hired in 2021 and Atomera likely knows by now if he the best man for what is about to become the most important position in the com[any if MST is taking the next step.
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Not seeing anything on the Linked In page for Jeff Lewis.
Sending another rig to Ecuador, good vibes
Following the completion of the Acordionero drilling program, Gran Tierra is now in the process of moving the drilling rig to Ecuador to commence its 2024 near-field high impact exploration program. Drilling is expected to commence in April in the Chanangue Block.
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Pulling the rig from Acordionero by a management team that 100% focuses on low risk low cost development make it even more impressive. See the last 11 wells drilled in Acordionero were productive so why move the rig? Good vibes.