agreed Nano .. this is one of those rare cases , where it IS different this time ..
current rally based on the coming ihmd ..
also , defense budgets seem to be expanding and we could get some real contracts from military apps and
not just development deals ....
we have turned from sailing into the sunset to sailing ahead of the sunrise ... g
on the matter of rev growth ..that's going to be slow for awhile, so we need the buzz to juice the
price for awhile .. how much will the buzz move the stock ?? a lot of that depends on where
the buzz is coming from ... a few more Carmack type comments will provide strong trade winds,
and we'll be sailing like a Yankee Clipper (not to be confused with Yankee Skipper , JG) ...
c'mon bolles .. look at the events coming up ..
AWE SID ASM ... all in the next 3 weeks ... pr is going flood the wires ..
best pr is for others to toot your horn and it appears that Dan C. has them tooting away .. g
My guess is that the company now has a strategy to juice up the share price , should become necessary
to use the shelf reg to grow ... Emagin has a very vested interest in getting share price up ahead of
any new issue that may be needed .
Bear in mind , that if / when they tap that , it will not be construed as dilutive , but clear indication of
a growth (possibly hypergrowth) ..
For the time being , that rediculously low shares outstanding has many larger investors on the
sidelines .. they can't buy without sending prices to the moon and are most likely waiting for
more shares to be issued ...
There is also the possibility of off market issuance ... working a deal to pass blocks at a price to
let them in ...
#1 .. i doubt it
#2 .. Emagin has patents for fibre bundles that will make a larger screen ...
#3 .. Drew already addressed these points ... stating that a consumer product would not
need the same specs as a military unit would , then he went on to say that a design is
available for a consumer chip that would also be physically smaller and actually mentioned
that over 600 chips could fit in a single wafer ..
hey jimmy , just got back from my poker game .. one the
guys wore tshirt that said "every hour spent fishing , adds
another hour to your life" .. he's 91 and used to fish his tail off ..
"Keep Yer Lure In the Water" .. credit to Randy Travis .. g
keep it cold jimmy , we're about done with the trout around here ..
except for trolling , but only rowing allowed on the res ... no matter,
trout is something to do until bass season opens ... colder weather this
spring might push the spawn out until season opens ...
good luck with your brownies .. i know that they run big up your way .. garce
SID ASM AWE ... all in less than a month .. we're gonna get probably as many pr's in the next month than
we normally get in year ..
stay tuned and go easy on the grog ... we're not in open waters anymore and navigation is critical ...
AS -likes to hide his cards too- when it comes to ongoing recipes of process/development.
you will never find any company that would put that kind of information out ..
granted , Eman does put out yield and margin numbers , but in total , so nobody has clue
what's going on .. product mixes can skew both numbers greatly ... so at this juncture , yields
and margins mean nothing to me for analysis ...
and yields can be very murky , even to those work for the company ...
the AWE ... that tweet did make it sound as though the show was going on ,but he meant that his
request to be a displayer was accepted and he will be in the internet something room taking reservations ... g
we read that stuff years ago ... and guess what ???
it's posters like yourself that are the pariahs ...
read it again , carefully ..
all he does is use the numbers ... no analysis ... didn't even mention the IHMD .. or the fact that it's
small deveopment company , transitioning to mfg , in a business that has barely started ,but
will run for decades and used extensively ....
a report like will help keep the price down while somebody accumulates ..
there is a lot stuff coming rapidfire ... SID , AWE , some announcement from 615(which may have
emagin inside) ... garce
the big guys are well aware of what hmd's mean .. not now , not even in 2020 .. but much
farther out .. they've seen what happened with cell phones ..
for them , it's still very very early in the game , but coming up with the right cogs early , allows
them to develop a moat and run with the stuff ..
right now and for the next 2 years or so , any of the tier one's that want in will have to get of
the dime .. decisions should already have been made concerning develop or buy ,
a good hmd will appeal to many different companies and for awhile there will develop much the
same environment as the telcos and content providers wars ... let the software and hardware
guys duke it out .. they all know that the screen is what is going sell ... hence , the
resistance from mgmt to sell , as long as they are stand alone , they can sell to everybody ..
enviable position to be in ... garce
when Drew looks out his office window , he can see Bill Gates office ... of the places to locate HQ , why
did they move their
BTW .. anyone know much about what goes on in that Cal office ? i think it's in San Diego .. design team
is there ...
for being a tiny company , there sure are spread around , eh ??
gotta hand it to you curto .. the other guys complain when they post something like this , that others on the
board are not civil with their replies ...
you , on the other hand , know very well what you are ...
a couple of years ago , Drew addressed this ... the plan is NOT to sell , but they will listen to offers ..
don't forget , there is not one single thing on this planet that is not for sale .. price is the determinate ..
i'm sure , that if some outfit made an outsized offer , they will take , but that likelihood is very small , so
it was great to hear that mgmt has been skulling this one out with other options