is currently solvent and making every effort to stay that way.
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"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.}
I is! 😎
Good- counting on it as I don't even keep it in my "watch" list. But, I always check your board to see if you're commenting on it! 😋
Just got back to Michigan after 6 months is Florida... gonna be busy for a few days switching to different lifestyle/obligations 😖
I can't watch it. I simply monitor your board lol!
Tx Gary! Back at you.
The lack of substantive news makes it easy to do that.
I speculate that there are probably short positions being sold off, as they always do, in anticipation of an event i.e., 1st Q webinar the 26th, plus, the additional live stream of the annual shareholder meeting a week later. They sell off now, bail out and wait and see what happens. Volume at this point is 250K or less so there obviously is no institutional or insider exodus. I just play the game- buy trading positions (like yesterday) at session lows, wait for a few days or weeks and sell when it goes back up. My holding average continues to drop but I'm still bored- I want action 😕
$ATOM picking them back up again @ $5.245
NEWS: Atomera joins American Semiconductor Innovation Coalition (ASIC)
A little bit about ASIC:
"To protect U.S. semiconductor leadership, manufacturing continually fueled by world-leading research and development is key.
The 2021 National Defense Authorization Act’s (NDAA) call to create a National Semiconductor Technology Center (NSTC) and a National Advanced Packaging Manufacturing Program (NAPMP) establishes a pathway for this urgent investment. It will uniquely accelerate the U.S. transformation into a secure semiconductor powerhouse.
ASIC – a broad coalition of businesses, universities, national labs, and nonprofits – has put forward a vision of a technology network, with hubs and geographically distributed centers of excellence, as the main technical driver of the National Semiconductor Technology Center (NSTC) and the National Advanced Packaging Manufacturing Program (NAPMP), supporting the research, development, prototyping, and manufacturing transfer goals of the NSTC and NAPMP and ensuring they are met."
Seems like odd timing- first the 1st Q webinar April 26th and then a general shareholder meeting a week later on May 4th...
Intriguing ... might just do that
Yup- It's all over but the crying...