is currently solvent and making every effort to stay that way.
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Naw, it was still a huge tourist trap-
First time staying overnight on the Canadian side tho. Had a GREAT room (suite) with a hot tub (got upgraded no charge for some reason- didn't even ask). Beautiful view of the falls that night from our living room too... guessing 'bout 10-15 years ago.
...have to say though, during the day as we walked around, it felt like we were in Mackinaw City or on Mackinac Island with the throngs of tourists...
Yup, getting some love all over again. Shtuff starting to happen
$ATOM Over 4000 June $10 C contracts today almost 3000 June $12.50 C contracts.
Somebody is looking for a major move up this month....
Now over 4000 contracts June 10 C !!
And almost 3000 contracts June 12.50 C !!
You watching the June $10 and $12.50 Call action on $ATOM today?
WOW! Crazy Call action/volume today- June $10s over 2,000 contracts and the June $12.50's is almost 2,000 contracts...
Somebody betting on a move up REAL soon?
I don't have a "Premium" account with SA to be able to read- someone else maybe?
Atomera: Risk/Reward Improving With STMicroelectronics License Deal
Fifteen is just a pause to much much higher imo...
Atomera Incorporated: Is STM The First Domino To Fall?
Lays out the time-line (and time-frames coming) of the ST deal.
Pin action
Meebee a plug or two tomorrow?
Tune in 6-9 am ET tomorrow @MariaBartiromo @MorningsMaria!
— Lou Basenese (@LouBasenese) May 24, 2023
Honored to be on the panel with @bungarsargon and @AJInsight dishing on the news of the day all morning long.
Apparently, Janney Montgomery Scott LLC wasn't the only institution adding to their ATOM positions last Q
AND hedge funds & institutions own 1/3 of the company's stock...
Janney Montgomery Scott LLC Buys 6,549 Shares of Atomera Incorporated (NASDAQ:ATOM)
Janney Montgomery Scott LLC boosted its holdings in shares of Atomera Incorporated (NASDAQ:ATOM – Get Rating) by 37.8% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 23,877 shares of the technology company’s stock after acquiring an additional 6,549 shares during the period. Janney Montgomery Scott LLC owned 0.10% of Atomera worth $149,000 at the end of the most recent reporting period.
A number of other large investors also recently bought and sold shares of ATOM. Advisor Group Holdings Inc. lifted its position in Atomera by 10.3% during the 1st quarter. Advisor Group Holdings Inc. now owns 24,010 shares of the technology company’s stock valued at $313,000 after acquiring an additional 2,250 shares during the period. JPMorgan Chase & Co. increased its stake in Atomera by 21.2% during the 1st quarter. JPMorgan Chase & Co. now owns 9,615 shares of the technology company’s stock valued at $125,000 after purchasing an additional 1,681 shares in the last quarter. MetLife Investment Management LLC increased its stake in Atomera by 55.7% during the 1st quarter. MetLife Investment Management LLC now owns 11,721 shares of the technology company’s stock valued at $153,000 after purchasing an additional 4,195 shares in the last quarter. Rhumbline Advisers grew its stake in shares of Atomera by 12.8% in the first quarter. Rhumbline Advisers now owns 19,922 shares of the technology company’s stock worth $260,000 after acquiring an additional 2,260 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Atomera by 5.9% in the first quarter. Vanguard Group Inc. now owns 1,106,831 shares of the technology company’s stock worth $14,455,000 after acquiring an additional 61,241 shares during the period. 31.32% of the stock is owned by hedge funds and other institutional investors.
New May 2023 Atomera-Investor Presentation
An unusual Stocktwits' post regarding a Q&A session following an Earnings Call of the tech company Soitec
I tried to find the transcript for that call myself but everyone wants $$ to access. The gist, two analysts (B of A & Credit Suisse) both ask questions regarding ATOM's licensing deal with ST and the CEO of Soitec "No comments" the question. My point and interest is that there are obviously a LOT of other analysts AND companies that are aware of Atomera
An unusual Stocktwits' post regarding a Q&A session following an Earnings Call of the tech company Soitec
I tried to find the transcript for that call myself but everyone wants $$ to access. The gist, two analysts (B of A & Credit Suisse) both ask questions regarding ATOM's licensing deal with ST and the CEO of Soitec "No comments" the question. My point and interest is that there are obviously a LOT of other analysts AND companies that are aware of Atomera
{$ATOM} Interesting note from Richard Shannon (Craig Hallum) today: Craig Hallum Note on 5/8/23 Now is the time for Institutional investors to do their work ahead of potential customer announcement
Very bullish note from Richard Shannon this morning Atomera(ATOM): Craig Hallum Note on 5/8/23 Now is the Time for Institutional Investors to do Their Work Ahead of Potential Customer Announcement
Latest "moonshot" price is $60 but that is based on -in their own words: "well below their probability-weighted SAM" which makes the "moonshot" estimate very conservative.
But the really good read is their speculation on "who" their customers (JDA#1 & JDA#2) are what they represent.
"Frank Smith LOL!!"
SHHHHhhhhhhhhhh...........
All four proposals on the ballot for today's shareholder meeting have been approved on a "preliminary" basis. Meeting is now adjourned.
I couldn't help it- I signed up today cause I got sick of so many idiots claiming they knew when the stock was going drop and etc.,. so I responded
It is so bad there... but I do like to read Joe's (microcapspeculator) posts. I suspect I will be blocking many posters eventually and go back to lurking.
Thank you Steve! I mentioned this pic in my CC summary (#msg-171816286)
"The ASIC coalition was announced a few weeks ago (picture of the sign) on both iHub (The Golden Lounge) & Twitter posts."
..and I knew you had posted it somewhere/someplace (couldn't 'member where) and I wanted to reference your post with it, but I couldn't find it lol! So I just mentioned it.
May 3, 2023 | News: Scott Bibaud speaks even though it's a plug for ASU (Arizona State University) but still nice STC Partner Testimonial – Atomera: Arizona State University (ASU)
"...some of their (ATOM's) semi-conductor equipment manufacturers were already located in the SAME building..."
Just voted my proxy vote digitally for ATOM. Intending to attend (virtually) the shareholder meeting tomorrow... Not expecting anything out of the ordinary either. Will attend and listen in on the meeting none-the-less
"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.