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Posts | 10838 |
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Alias Born | 11/04/2005 |
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Monday, November 15, 2021 7:08:59 AM
On Polariton. I'm 100% sure they won't acquire them. It's technology that is far more complex then a 'simple' modulator. It's very similar with what Ayar Labs did, from what I understood. Fabrication process is too bulky to pursue that. Keep it simple, focus is on easy modulator tech.
Michael is really relaxed indeed. He is enjoying but hard working. Many hours on his computer together with Jim who is an excellent help and a very nice warm person. They fit good together from what i could see. I drove them two times to the hotel and during that drive Michael kept working. Siraj send them an PDF and they were discussion that very briefly without giving anything away. They were both very thankful for my help and pressed I should come to Denver. And i will.
Their operation comité works perfect imo. that was the first time I kind of truly understood that. They keep Michael on track. Michael is a great leader, he led him advise by them. They are really the experts in their field (healthcare, polymers displays, etc ) and Michael knows this very well. He is smart enough to know these guys know a lot more than him. Franky So did get a lot of attention. The guy knows how to mass produce polymer (oled) technology. Michael left Franky at one point in his careers, went after microelectronics because polymer tech didn’t work. Franky kept working and got polymers EVERYWHERE!
I also asked if they were surprised that the shareprice took off. Both said "No, not really". The reasoning behind is that 'other' are seeing this too.
From what I understood was that potential partners (employees) are buying shares because they are seeing this shift to polymers happening.
Jim has the ticker RKLY on his watchlist. Saw that on his phone. I did ask Jim about Andrew Rickman. Did not really get any info on Rockley Photonics except from he knew him. Michael explained why photonics could be very important to healthcare and LiDAR. Giving example's on how it can 'read' blood. He spoke at length about LiDAR.
I think we are silver with RKLY.
![wink](/images/emoticon03.gif)
One more thing about the polymer production.
Polymer production remains in house (Denver) LWLG will 100% control that process.
The second day i asked again the question about why the shareprice is taking off. Is it because others (customers, partners) see how successful polymers are going to be?
I steared the question during the Q&A and it got answered “ I think so too” said Jim. Michael agreed.
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