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14:17
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Originally posted by zog
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What I find interesting is the comments in the Shaw & Partners report on BLG as shown below:
Link to BLG Report by Shaw & Partners
"IQE’s acquisition of cREO technology indicates licensing of RPCVD is likely. On 16 March Silex (SLX:ASX) announced IQE had acquired its cREO technology, which IQE had been working with for two years, for US$5m and royalties. BLG developed the cREO technology for Silex and has since been working with IQE on the epitaxy required to develop wafers from cREO templates. IQE has reported in its presentations that the cREO technology will be used in wireless filters for next generation mobile phones which will require a 2 to 4x $ uplift in filter content. More broadly it has also stated cREO provides the route to it increasing its addressable markets (Wireless, Infrared, Photonics) ‘application by application’. We believe IQE has shown its hand and now requires BLGs RPCVD to achieve this ambition and to make sense of its cREO acquisition. Then BLG is likely to enjoy years of growing royalties as IQE rolls the unique technology out “application by application’ into multi-billion dollar markets. "
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Zog, does this mean that Shaw and Partners may have got this all wrong?
(20min delay)