Spennende Thin Film
Highlights
» Apple announced new iPhone models that read NFC tags without a separate app, spurring demand across all regions and verticals
» Thinfilm signs new NFC deals with category-leading OTC Pharma, Spirits and Beer brands and releases case study highlighting strong NFC use metrics for Kilchoman campaign
» Customer de-stocking of EAS inventory in the shoe category led to sequentially lower sales
» Successful customer trial of modified application method for EAS in jeans category expected to increase EAS demand from Q1 2019
» Obtained double-digit yield on fully Roll-to-Roll (R2R) processed EAS lots; expect product qualification in Q1 2019
» Path-critical R2R tools for NFC production expected to ship to Thinfilm by end-Q4, following successful specific component redesign
» Partially roll-process lots of NFC die to be completed by end-January 2019; full roll-processed and yielded NFC lots delayed to Q2 2019.
» Cost-reduction program executed, including a 20% reduction in head-count during Q3, leading to an expected annual USD 10 million OPEX savings
» Apple announced new iPhone models that read NFC tags without a separate app, spurring demand across all regions and verticals
» Thinfilm signs new NFC deals with category-leading OTC Pharma, Spirits and Beer brands and releases case study highlighting strong NFC use metrics for Kilchoman campaign
» Customer de-stocking of EAS inventory in the shoe category led to sequentially lower sales
» Successful customer trial of modified application method for EAS in jeans category expected to increase EAS demand from Q1 2019
» Obtained double-digit yield on fully Roll-to-Roll (R2R) processed EAS lots; expect product qualification in Q1 2019
» Path-critical R2R tools for NFC production expected to ship to Thinfilm by end-Q4, following successful specific component redesign
» Partially roll-process lots of NFC die to be completed by end-January 2019; full roll-processed and yielded NFC lots delayed to Q2 2019.
» Cost-reduction program executed, including a 20% reduction in head-count during Q3, leading to an expected annual USD 10 million OPEX savings
Redigert 21.01.2021 kl 00:58
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Boogieman
09.11.2018 kl 15:07
6169
Om noen hører på , Skriv gjerne hva de sier på konferansen :-)
Redigert 21.01.2021 kl 00:58
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blochster
09.11.2018 kl 14:44
6203
Reserven/Ozzy kikkede dybt i sin spåkuglen og forudså at kursen ville ligge omkring 50 øre i dag, videre blev der sagt at en kæmpe emi kunne blive præsenteret og et cashburn på 30 millioner i Q3
Alt var langt fra det som skete, nok derfor der er radiotavshed derfra.
Alt var langt fra det som skete, nok derfor der er radiotavshed derfra.
Redigert 21.01.2021 kl 00:58
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scorn
09.11.2018 kl 14:35
6223
Artig at kursen (enn så lenge) holder seg "blå" i dag. Vil tro at "bedreviterne" her inne hadde kommentert langt mer enn de har gjort til nå om den var "rød" ;)
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RobRoy
09.11.2018 kl 10:51
6393
Telefon konferanse kl 1500, får vi en skikkelig "sprint på slutten av dagen" ? :-)
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keane
09.11.2018 kl 10:34
6419
Spennende rapport....Thin her tror jeg kan bli et kanonkjøp:-)
" To address this, as well as initiating a cost reduction program, it is envisaged that future funding requirements will be met by a
strategic equity partner. Discussions have commenced and the board is encouraged by their progress."
"Thinfilm has progressed discussionswith strategic partners, and received expressions of interest for ultra-high-volume, in excess of 100 million units, for NFC labels with customer-specific features for delivery starting in late 2019."
" To address this, as well as initiating a cost reduction program, it is envisaged that future funding requirements will be met by a
strategic equity partner. Discussions have commenced and the board is encouraged by their progress."
"Thinfilm has progressed discussionswith strategic partners, and received expressions of interest for ultra-high-volume, in excess of 100 million units, for NFC labels with customer-specific features for delivery starting in late 2019."
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Boogieman
09.11.2018 kl 09:32
6521
Omsetning på over en million alerede , så noen er på kjøpern !, kult produkt , så dette blir bra.
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RobRoy
09.11.2018 kl 09:25
6542
Ok, rapport som forventet. Får vi noen innsidekjøp i dag skal tro ?
Redigert 21.01.2021 kl 00:58
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in2deep
09.11.2018 kl 09:20
6567
¨Man skal heller ikke glemme at all dritten nå er priset inn i kursen, slik at det kún er én vei heretter ;-)
Redigert 21.01.2021 kl 00:58
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Boogieman
09.11.2018 kl 09:14
6587
Med Apple m.fl i bildet her , kan dette bli konge på sikt. Jeg selger hvertfall ikke eneneste aksje nå:-)...Go helg.
Redigert 21.01.2021 kl 00:58
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in2deep
09.11.2018 kl 08:35
6690
Thinfilm has progressed discussions
with strategic partners, and received expressions of
interest for ultra-high-volume, in excess of 100 million
units, for NFC labels with customer-specific features for
delivery starting in late 2019.
with strategic partners, and received expressions of
interest for ultra-high-volume, in excess of 100 million
units, for NFC labels with customer-specific features for
delivery starting in late 2019.
Redigert 21.01.2021 kl 00:58
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in2deep
09.11.2018 kl 08:22
6739
Vedr partner/finansiering:
I Q2-rapporten sa de dette: "It is currently envisaged that any funding requirements will be
met by seeking a strategic equity partner."
Nå i Q3 er det denne formuleringen: "...it is envisaged that future funding requirements will be met by a
strategic equity partner. Discussions have commenced and the board is encouraged by their progress."
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Cash pr 30.09: ca 460 millioner NOK... Mao så har de til over sommeren neste år på å lande en avtale med en partner, før pengene er brukt opp...
I Q2-rapporten sa de dette: "It is currently envisaged that any funding requirements will be
met by seeking a strategic equity partner."
Nå i Q3 er det denne formuleringen: "...it is envisaged that future funding requirements will be met by a
strategic equity partner. Discussions have commenced and the board is encouraged by their progress."
-----
Cash pr 30.09: ca 460 millioner NOK... Mao så har de til over sommeren neste år på å lande en avtale med en partner, før pengene er brukt opp...
Redigert 21.01.2021 kl 00:58
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