Nanophase Technologies (NANX) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Nanophase Technologies (NANX)

NANX 1.733

-1.0%

Apr 7 5:00 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: LPasko who wrote (7)	12/27/1997 11:04:00 AM
From: Mel Spivak	Read Replies (1) of 322

>> 70% to Moyco MOYC>> I am very familiar w MOYC (see the MOYC thread). MOYC is a small company. They have very superior products in their niches. They were originally a dental product company. From their they got into custom abrasives. On other their applications is to polish the ends of fiber optic cable on every splice. That is growing well, but is not on the front burner. What is on the front burner, effecting NANX, is their CMP slurry products. This "stuff" is the "polish" that is used to flatten chips in preparation for everything that goes on them. Companies that make CMP machines are IPEC SFAM and AMAT. Cabot CBT holds about 85% of the market share of the CMP slurry business. They are a huge Fortune 500 chemical co. Their stuff is is inferior to MOYC's. I have seen industry studies that confirms MOYC's superiority. MOYC-NANX - MOYC and NANX have an exclusive agreement for NANX to supply MOYC with NANX's superior "ingredients" that they use in their slurry. This "stuff" is very profitable in that you can't re-use it. The CMP machines use about 7 litres/hour. What has been holding MOYC back from huge sales to the INTC's, IBM's etc. of the world is their size. So, in Aug, MOYC and ASH Ashland (Ashland Chemical - also a Fortune 500 co who has factories around the world and already does vol business in other areas w IBM, INTC, MOT, etc) to do a jt venture selling MOYC's slurry (w NANX's ingredients") .. subject to "due diligence ..." Their will be an announcement on this soon. MOYC is about 70% owned by insiders. 52 week hi 8.5 low 3.5. Now 5

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next