Canatu - Specialist in Carbon Nanotube Films

[Koala]

CMD offered an interesting look into relevant markets for the coming years. CMD slides are available at Reports and presentations - Canatu

On the medical side, Canatu will provide its own device for analyzing sensor results – could this be the first version of the device known in Star Trek in the late 23rd century as the “tricorder” used by doctors? Below is a picture comparison, one image from the internet and the other from Canatu’s CMD slide number 52.

[Seeras]

Looks similar, but a small question as to why that image has an ECG sensor and not an electrochemical sensor. Furthermore, the sensors in the demo images shown in the slides are so small that the methodologies according to Canatu’s articles are not possible with them. It’s a different matter what the expected third article reveals.

So, let’s keep calm and focus on semiconductor and automotive products. This is at least my own takeaway analysis from the CMD.

[Kroisos_Pennonen]

I would have hoped for answers to these questions:

• How confident is the management (e.g., best estimate of probability, %) that CNT will replace current technology? This may be self-evident to the management, but it should be communicated more explicitly to the market, as this is the core of the entire investment case.
• And, theoretically, how long can current fabs delay the adoption of CNT?
• In the Q&A section, it was asked how many end-customers (entities buying reactors) there are. In my opinion, the management answered beside the point and instead responded with how many CNT suppliers the market can accommodate. Or perhaps I misunderstood.

Tesla is also building a fab, and if successful, it would be larger than any existing advanced-chip fab. Canatu would have quite a lot to achieve with Tesla: ADAS, solar cells, and an AI fab.

[Koala]

Those bullet-point questions were discussed to some extent in the Inderes video released this afternoon: Canatu CMD: Kohti skaalautuvaa arvonluontia - Inderes