My expectations for the quarterly are quite high. In terms of revenue, I am expecting that customers have continued to order continual small amounts and continual payments from CLAWS as they achieve milestones set by the Hub. I would also be expecting some updates on DFB and RPCVD lazer efficiency improvements and an update on the fab operations. Also, more details on the $1.93m for the IP transfer to the European fab and the continued revenue to flow from that customer.(Are there similar customers already working with BLG in a service capacity? ) I would be looking for some feedback on the collaboration with Applied energic and news wrt the quantum customers who have been engaging with BLG for some time now. Further, I would expect an update on the currently delayed approval of the CLAWs projects and some information regarding the recent "call for topics".
There are serial milestones yet to be achieved in CY 24, that I would be expecting an update on.
BLG Price at posting:
3.4¢ Sentiment: Buy Disclosure: Held
