Jeg referere til deg provence fordi du kanskje mest av alle med din forståelse innen faget vet hva potensialet er🙂(av de som er med i diskusjonene her hvertfall)

Jeg og tenker det samme! Her kan man slippe å selge på feil tidspunkt men kan bli tvangsinnløst på et meget ok nivå! Forhåpentligvis av microsoft🙂

Flott at du graver i patentjungelen Kraamz. Stå på !

Jeg er ingen medgangsinvestor om du forstår. Jeg trenger ingen nye innspill på dette men flott med ditt arbeide og overbevise nye investorer som vurderer caset nå. Genuint, dette er et selskap jeg har hatt rimelig god forståelse på, det kom en fjøl rakende ned en elv med aksjer. Prislappen var 7,50 kr, dekket bord.

Mht. patenter, det er dette som for meg veier mest, Microsoft. Polight selger linser+ASIC driver. Det er en oppsplitting her slik jeg ser det. Man kan kjøpe linser isolert sett mtp. applikasjoner eller hele greia inkludert ASIC driver og man har langt på vei et komplett kamera. Lytter litt til Aksjesladder https://podtail.com/no/podcast/aksjesladder/outbreak-kinasjakk-i-funcom-og-tyskere-inntar-nors/ ca. 43 minutter ut i sendingen under temaet "
Outbreak! Kinasjakk i Funcom og tyskere inntar norsk ESG." Man er innom der og poLight. En som kaller seg "jallakongen" og som for meg forstår dette.

Microsoft er det som er vektveiende for meg nå, bruk av selve linsen i en ny applikasjon, shading lens
Igjen, The future is going to be so bright .. we gotta wear shading PLT lens

Jeg er ikke sikker på om jeg noen gang skal selge denne aksjen .. stikkord: oppkjøp

Barcode At the end of September, one barcode maker had progressed beyond the PoC-stage and started a real product project (EVT phase) with planned market release in mid-2020. Another two potential barcode customers have indicated that a real product project is under consideration after completion of successful PoCs. A barcode product may last for 5-10 years with a potential annual volume ranging from some 10,000 units and up to 3 million units per account. Revenue and cash flow generated from a successful entry to this market could cover a significant part of the company’s cost base.

Bare hyggelig Edvin🙂


Patentet under tyder på at Polight jobber med flere løsninger innen deres teknologi!

Datert 2020 (Etter smartwatch lansering)

https://worldwide.espacenet.com/patent/search/family/069156543/publication/DK201970808A1?q=Polight

Takk Kraamz, meget nyttig underbyggende info 👍

Godt mulig du har rett der🙂

Det dere bør legge merke til her er at om man leser nøye igjennom disse patentene,så finner man den skjeldne karaktrestikken som man i dag finner i Polight sin tlens! Dersom dette ikker kopier,så er dette Polight sin Tlens🙂

Eller hva sier du Provence?😊

Dette med MICROSOFT er veldig spennende det er helt sikkert polight det står i beskrivelsen og den er datert
25/12-19 Så dette er helt ferskt. Det er jo ikke uten grund att akkurat Microsoft patentet nevnes av ledelsen med et smil.😉

Enig i det, men det ser ut som om de ble kjøpt av Honeywell i 2007 og da forstår jeg ikke opplegget. Mulig jeg har bommet fullstendig.

Hand held products er vel det eneste jeg har funnet innen barcode med patent opp mot Polight🙂 Jeg tror derfor det er de🙂

Horten 24.okt:
These shipments reflect continued development along the path to a potential design win. Three projects have developed into specific products for potential market launch. One of the projects is for a wearable product which is planned for market release in 2019. The two other projects are smartphone and barcode related with potential market launch in mid-2020. The progress supports increased confidence in the commercialisation of poLight’s technology.

Jeg kan råde alle som er på jakt etter fundamental forståelse i Polight i å se igjennom følgende:

https://www.google.no/url?sa=t&source=web&rct=j&url=https://webcast.seria.no/client/mobile/%3Fid%3D98161587&ved=2ahUKEwiO3rqb-avnAhXI-yoKHTOTA0QQFjAJegQIAxAB&usg=AOvVaw03-qM-HQQtWUR5yTh2vYnv


Og denne:

https://www.google.no/url?sa=t&source=web&rct=j&url=http://q4live.s22.clientfiles.s3-website-us-east-1.amazonaws.com/177975322/files/doc_financials/poLight-ASA-IPO-Prospectus-19-September-2018.pdf&ved=2ahUKEwiW1q-K-qvnAhXFlIsKHWfoD1oQFjACegQICRAB&usg=AOvVaw0Dk2Umj-bLqfBg_sitJ4zl

Her kan du se at det bla er duket for lansering av barcode mid 2020🙂

Supert Kraamz:) Har savnet en slik oversikt som kan danne grunnlag for litt faglig påfyll. Mange av de andre trådene er rett og slett bare vissvass.

Mange som har hevdet gjennombrudd på barcode medio 2020, men jeg har ikke funnet mye håndfast. Er det Honeywell som er firmaet og hva slags produkter snakker vi om?

Dette er en tråd hvor vi kan diskutere oems og legge til ny info når det dukker opp🙂 Håper den er nyttig for nykommere også🙂





Strategy

The Group's strategy involves commersialisation, production and further development of its innovative autofocus lens for introduction to camera module vendors for the use in smartphones and other devices with integrated cameras. Additionally, barcode vendors and AR vendors show signs of interest in poLight's technology. poLight aspires to become a leading player in its segment. To realise this aspiration, the Company has developed a strategy with the ambition to reach the following milestones:  Achieve first smartphone OEM design-win – The Company believes that its first contract-win could be imminent, but with uncertainty related to the exact timing. The TLens® product is currently several PoC processes with smartphone OEMs, where the autofocus function is tested for selfie/ front-facing cameras. A design-win by the end of 2018 is a potential outcome, however, the exact timing is uncertain as the ultimate timing of a design-win relies on customer processes which the Company has limited visibility into. Should a design-win be achieved in 2018, poLight believes its first smartphone revenue will start at earliest in 2019.  Signing first Master Supply Agreement 20 (MSA) within barcode scan engine reader market - On the back of the recent interest from the barcode market, poLight has already managed to secure two PoC projects with tier 1 barcode players. poLight believes that entry into of its first Master Supply Agreement could be immiment, at earliest by the end of 2018 with revenue streams expected no earlier than in 2020. However, the exact timing is uncertain, and no assurance can be given that the Company will sign its first MSA by the end of 2018.  2019: Release new product based on existing TLens technology platform – The TLens® Platinum is targeted to be released during 2019. The lens is currently tested in an ongoing poof-of-concept project with a tier 1 smartphone company. The Company has an ambition of winning its first contract for TLens Platinum during 2020.

2023: Launch new product for Optical Image Stabilisation (OiS) and/ or TLens with bigger aperture size – Based on the same technology fundament as used in the current version of the TLens®, poLight are in the process of developing a concept which can realize OiS solutions and/ or a TLens product with a bigger aperture size, which can add significant advantages to the technology used today. The initial technical sample is targeted to be ready during 2022, and the expected release of the technology is during 2023. To achieve these milestones, the Company will work closely with potential customers, both in relation to ongoing PoC's and new PoC's, in order to secure design-wins. The Company expects that important factors in reaching the above milestones are the abilities of their potential customers to implement the Group's products into the products of smartphone, barcode and AR vendors and continued focus on R&D efforts. Paralell to the development of the core elements of the strategy is an ongoing development of (i) poLight's software applications (e.g. All in Focus™, Instant Focus™, Touch & Refocus, Bokeh21, Selfie-correction etc.), which will enable poLight to better demonstrate and support its customer in; (i) utilizing the benefit of TLens technology as well as potentially can form the basis for poLight to develeop a strategy addressing more the system level of the industry, (ii) various camera integration concepts of the TLens, and (iii) new technology platform which potentially realise autofocus solutions with bigger apperature than TLens Platinum and OiS solution. If the Company is able to achieve design-wins within both the smartphone and barcode segment, the Company expects to become profitable. If it is successful in reaching all of the milestones listed above, it has an ambition of reaching annual revenues of USD 150 million at a targeted EBIT-margin22 in the mid-twenties. The ambitions described above are subject to a high degree of uncertainty, both with regards to when the milestones may be reached or if they can be reached at all, as the Company is still in a pre-commercial phase and does not currently have any customer contracts. An investor is therefore cautioned that no reliance should be put on the abovementioned ambition.