The Nanotech Security Corp DD Dossier
Jamie A. VincentThe Butterflies
Honestly for the longest time, I had no idea what to write. I'm a MetaHead, so what's up with NTS? Turns out they are super duper rad. They have really cool machines and they also have a HUGE manufacturing facility in Quebec, I largely suspect them making a break into Ceramic antennas, chips and I think the have some cool nanostructure manufacturing capabilities for example shark scales the holy grain of drag reduction.
(Quebec boasts one of the most competitive rates for manufacturing and non-manufacturing companies in North America and Investments Quebec is an active economic and generous development agency🤗)
I want to thank the team and NTS for posting their manufacturing equipment and production rates...I wish META would do that. so I don't need to dig in too hard on this one...I wish META would be easier to dig into.
Anyway, I see a whole bunch of verticals right off the bat. So, This time I'm going to Show you the money First! and put my DD inside you next, before that, don't forget to add me on social media outlets (Twitter, Telegram & Reddit) and DM me if I'm missing something or you want to talk verticals!
Lets dddig in...
There are a few dots to connect below...I have pulled data from the fins and quarterly report. I see 10+ million in additional revenue the market hasn't accounted for yet! I'll highlight any areas of interest.
META ANNOUNCES AGREEMENT TO ACQUIRE NANOTECH SECURITY CORP. FOR C$90.8 MILLION
The addition of Nanotech’s highly experienced manufacturing group, its nanophotonics R&D teams and its well-established origination and conversion capabilities is expected to significantly expand and accelerate META’s design-to-production roadmap and extend its leadership position in commercializing metamaterials. Nanotech brings state of the art electron beam lithography (EBL), high-volume, roll-to-roll nanoimprint lithography (NIL) and nano-coating production equipment, with current capacity exceeding 7 million square meters per year**, at significantly lower production costs compared to semiconductor processes.
In-house EBL capabilities are expected to significantly increase META’s capacity for new customer engagements and shorten material selection programs. META’s proprietary roll-to-roll volume holographic technology, as well as its Rolling Mask Lithography (RML®) and related design know-how and intellectual property, offer additional proprietary security applications to help expand Nanotech’s leadership position in high-volume highly customizable security films.
“META’s M&A strategy is focused on building scale and reducing production costs, enhancing our metamaterials manufacturing capabilities, and extending our market reach into new applications and industries,” said Ram Ramkumar, Chairman of META. “We believe the addition of Nanotech’s ultra-precision, high-volume production capabilities should place META in a strong leadership position in commercializing metamaterials at scale.”
“Nanotech is a strategic acquisition for META. It will add tested and cost-competitive production technology along with new products and customers to our portfolio. Nanotech also adds complementary skillsets which can support META’s markets, accelerating our commercialization plans in verticals such as solar energy, 5G and other antennas, battery and fuel cells, and carbon capture,” said George Palikaras, META’s President and CEO. “META plans to support expansion of Nanotech’s Thurso, Quebec facility, approximately doubling its production capacity to 15 million square meters over the next 1-2 years, while META’s new 68,000 square foot facility in Nova Scotia will support large OEM licensing opportunities, manufacturing training and product application development at pilot scale. Combined with our planned expansion in Nova Scotia, the Nanotech acquisition is expected to position META as one of the leaders in high-volume, low-cost production of optical metamaterials in the world.”
(anyone reading this????????)
In the government and banknote market, Nanotech has supplied security features used in 30+ banknote denominations. In 2017, Nanotech won a multi-year C$30 million development contract with a confidential top-10 central bank to design a unique, nano-optic security feature for a future banknote and it is in the process of seeking to secure a next phase contract later this year.*
(connecting dots)
In Thurso, Quebec, Nanotech owns a state-of-the-art production facility situated on 11 acres of land, with a 105,000 square foot building, which includes an approximately 35,000 square foot, high-security production facility built to European Central Bank standards, with 15,000 square feet of space planned for immediate production expansion* and the remaining 55,000 square feet for future expansion. Nanotech had cash and equivalents of approximately C$8.9 million and no debt as of June 30, 2021.
(Looks like some serious revs here, and supported within the quarterly report)
Quarterly-Report-2021.03.31.pdf (kinstacdn.com)
The Company is restricted from providing substantive information about this project, but management is pleased with the progress of this development contract. The Company has secured purchase orders of $7.4 million for fiscal 2021, with potential for additional awards of $720,000 for this fiscal year. Discussions are also underway for a second phase multi-year development contract that management expects to finalize in fiscal 2021.
The Company has a solid base of 2021 revenue, with secure purchase orders for $7.4 million dollars relating to contract services and anticipated recurring revenue. Management has reconfirmed its guidance for the year, with revenue growth for 2021 targeted at 15% to 25%, depending on the level of new and recurring LumaChrome sales, additional contract services and successful product launches. Given Nanotech’s continued investment in technology, management expects modest Adjusted EBITDA losses in 2021. With a strong balance sheet including no debt, an expanding IP portfolio, record contract services awards for 2021, and recurring LumaChrome business, the Company is well positioned for future product revenue
Quarterly-Report-2021-Q1.pdf (kinstacdn.com)
The Company currently derives a majority of its revenue from contract services with a G10 central bank. During the year ended September 30, 2017, the Company disclosed a development contract for up to $30.0 million over a period of up to five years. These contract services incorporate both nano-optic and optical thin film technologies and are focused on developing authentication features for future banknotes. While the Company is progressing toward the goal of incorporating a Nanotech security feature on this customer’s banknote, there is inherent variability in the timing and scope of contract services. Revenues from this customer increased $449,163 or 37% in the three months ended December 31, 2020 compared to the same period last year. Total revenue for the three months ended December 31, 2020 increased by $242,324 or 16% to $1,712,250***, compared to $1,469,926 in the same period last year, due to higher contract services revenue partially offset by a decrease in product revenue in the current period.
2021 Outlook The Company has a solid base of 2021 revenue, with secure purchase orders for $6.7 million dollars relating to contract services and anticipated recurring revenue. Management has reconfirmed its guidance for the year, with revenue growth for 2021 targeted at 15% to 25%, depending on the level of new and recurring LumaChrome sales, additional contract services and successful product launches. Given Nanotech’s continued investment in technology, management expects modest Adjusted EBITDA losses in 2021. With a strong balance sheet including no debt, an expanding IP portfolio, record contract services awards for 2021, and recurring LumaChrome business, the Company is well positioned for future product revenue growth and diversification.
Nanotech Wins Additional $690,000 Development Contract Purchase Orders
Nanotech’s confidential customer has issued new purchase orders totaling $690,000 to continue the advancement of the innovative security feature. Over the past five years, Nanotech has generated revenue from a paid development contract to design a unique nano-optic security feature for a future banknote. With this award, Nanotech expects contract services revenue from this central bank to exceed $7.8 million for fiscal 2021, representing a 27% increase over 2020 (subject to foreign exchange fluctuations). Due to the confidential nature of the project, no further details of the project status, timing, or financial terms can be disclosed at this time.
“We are thrilled with the continued confidence this important customer has shown in our technology,” said Troy Bullock, President and CEO. “**With our 2021 awards finalized**, we are now working with this central bank to accelerate the project, including finalizing our next multi-year contract and purchase orders for next year.”
How it works out for us
- 1,712,250 growth @ 15% (minimum projection & reflected by the previous quarter) 1,969,087.5, lets say 2 milly for shits. *however, I am fully expecting NTS to perform closer to 20-25%...They really have added a lot of value via META and visa versa. Quite a smart match really.*
- $7.4 million dollars relating to contract services and anticipated recurring revenue
- new purchase orders totaling $690,000
- potential for additional awards of $720,00 *(putting aside the additional awards potential, even. META's acquisition would make both companies gain A LOT of value....so there is a high potential and given the long history of awards, its very likely)*
- * the market HASN'T adjusted for this revenue yet! analysts know there is 10+ MILLION NEXT QUARTER...AND NOW YOU KNOW!
Now, Let me finally put my DD dinside you!
The Nanotech Security Corp DD Dossier
triple D for a triple dose, all jokes aside, do take the time, these videos are great!
Company Info
- Financial Reports
- Events and Presentations
- Management Team
- Board & Governance
- Government ID
- Resources
- News & Press Releases
- Brand Guidelines
- Licensing
- Youtube
Annual General Meeting, 2021
Nanotech Security Corp (NTS). is a public company trading on the TSX Venture exchange under (NTS.V.) With a 20 year history as an innovator in the design and commercialization of advanced security products and devices, Nanotech's latest venture uses nanotechnology to harness the luminescence of the iridescent wings of the Blue Morpho Butterfly to develop a sophisticated new feature to fight counterfeiting. Nanotech has developed security threads for high value documents such as bank notes, and surveillance and intelligence gathering equipment still being used today in the International Defense and Law Enforcement markets. Nanotech Security Corp's new venture brings world-class nanotechnology from Simon Fraser University to the authentication and anti-counterfeiting market. Founded in 1984, Nanotech Security has evolved substantially, successfully implementing devices and technology in areas of criminal justice, infrared night-viewing, tracking security and forensics. In 2008, a team of researchers at SFU in British Columbia, Canada, developed a technology to use specialized nano-optics in document authentication. The technology replicates the shimmering effect of a Blue Morpho butterfly’s wings. The effect is created through the reflection and fragmentation of natural light off of a grid of nano-sized holes that make up the surface of the butterfly’s wings. This next-generation security feature can be used to authenticate anything from banknotes, luxury brands, electronics, tax stamps, concert tickets, even pharmaceuticals.
LiveOptik Brand Protection Solutions Deliver Uncompromising Security and Design Flexibility
LiveOptik™ is a patented technology that utilizes innovative nano-optics one tenth the size of traditional holography to create next generation overt security features customized to our customers’ unique requirements. LiveOptik delivers multi-colour, 3D depth, movement, and image switches in its secure brand protection solutions, including stripes, threads, and security labels that are nearly impossible to replicate. LiveOptik images are mastered in a high-tech cleanroom environment using the world’s most sophisticated nano-fabrication techniques.
Nanotech’s LiveOptik™ display technology produces a unique combination of exceptional visual effects for uncompromising security and limitless design flexibility. LiveOptik™ Advantages:
- Full customization – motion, 3D depth, colour, design
- Multi-colour palette – full RGB colour, >16 million colours
- Pure colour – no holographic rainbowing
- Movement – multi-directional movement
- 3D depth – three dimensional effects
- Image switches – flexible design options
- <5 micron – ultra-thin nano- scale form factor
- Resolution – 50,000 dpi resolution
- Mechanism – 50-350 nm structure sizes
- Secure – combination of overt, covert and forensic features
- Compatible – with most machine-readable features
- Originations – unique nano-optic technology platform using e-beam lithography
Nano-Optic Display Technology White Paper
cool paper...check out NANOFABRICATION OF NANOTECH ORIGINATIONS/MASTER SHIMS ( page 9), here are some highlights
- Nanofabrication techniques have been widely used in the semi-conductor industry
- EBL write onto silicon wafer
- focused-ion beam lithography can create sub-wavelength structures wafer scale substrates
- Nanotech has created a new process for producing masters suitable for use in existing high-volume roll-to-roll thermal embossing or UV casting manufacturing processes
- EBL system writes an image pattern onto a silicon wafer
Nanotechnology Platform White Paper
just a straight up cool read. this tech seems widely applicable.
Government and Banknote
Nanotech’s innovative security products help Central Banks and governments guarantee the integrity of their currency and ID documents via advanced optical technologies that combine movement, depth and colour.
Banknotes
IACA webinar on Environmental Sustainability in the Banknote Community
This is a really long winded webinar, but it's cool because you can open it in the background and listen while you read. the video provides great market insight. if you're producing a YouTube video or thread or whatever, I would recommend watching it.
KolourOptik Technology
KolourOptik® is a patented technology providing government document and currency authentication. It combines sub-wavelength nanostructures and microstructures to create modern overt security features with a unique and customizable visual effect. KolourOptik pure plasmonic colour pixels patterned on ultra-thin microstructures create the thinnest full colour 3D movement security stripes and threads that are nearly impossible to replicate. KolourOptik originations are developed in a Class 100 cleanroom environment using the world’s most sophisticated electron beam lithography and proprietary nano-fabrication techniques to create the most uncompromising overt and covert banknote security and document authentication solutions in the market. At less than 5 microns thick, KolourOptik products seamlessly integrate into banknotes and other government documents without the need for specialized equipment or processes.
KolourDepth
M2
Based on Nanotech’s KolourOptik® nano-optic display technology, M²™ anti-counterfeiting labels deliver movement, multiple colours, and image inversion in a wide array of custom design options that capture and hold the user’s attention as they inspect and authenticate a banknote or government document. M² anti-counterfeiting labels, stripes and foils are nearly impossible to reproduce or reverse engineer due to Nanotech’s proprietary software algorithms and patented nanostructures, microstructures, and nano-fabrication techniques. M² is exceptionally thin (< 5 micron) and suitable for multiple application processes and substrates.
Product Specs
LiveOptik™ PROTECT Security Foil
Secure nano-optic stock security foil to guarantee product authenticity
Nanotech’s LiveOptik™ PROTECT security foil delivers striking, multi-image, visual effects with unmatched bright colours to create a memorable and enduring authentication experience. Backed by LiveOptik nano-optic technology, LiveOptik PROTECT security foil delivers a proven solution to combat counterfeiting. Designed for easy integration, Nanotech’s LiveOptik PROTECT security foil features a uniquely secure, patterned design available in a format that is broadly supported and durable across a wide range of material substrates and application processes. Add a sophisticated, attractive brand authentication complement to your existing packaging or product portfolio with leading-edge nano-optic security.
LiveLogo™ Security Foils & PSA Labels
Exceptional Visual Impact
Based on Nanotech’s LiveOptik™ anti-counterfeiting nano-optic display technology, LiveLogo™ tamper evident security labels employ Nanotech’s image-switch technology to create a unique and compelling story. LiveLogo provides robust brand protection while its rich colours capture and hold a customer’s attention as they tilt the product to experience multiple image transitions, including movement and 3D depth. LiveLogo security foils and tamper evident security labels are fully customizable and can include items such as a logo, tagline, product image and other security features that are nearly difficult to reproduce using other technologies.
LivePortrait™ Security Foils & PSA Labels
An Exceptional Blend of Brand Protection and Enhancement
Based on Nanotech’s LiveOptik™ nano-optic display technology, LivePortrait™ security labels deliver high-fidelity images with striking visual elements to create a memorable and enduring visual experience and robust brand protection. LivePortrait’s rich colours and ultra-high resolution images will “wow” customers as they inspect and authenticate the product. LivePortrait security foils and labels are fully customizable and are ideal for showcasing an endorsement model or a high-fidelity product image that is nearly impossible to reproduce.
LumaChrome™ Security Film & PSA Labels
Lumachrome Banknote ProductSheet.pdf
Trusted Technology Worldwide
Colour-shifting optical thin film has been the standard for document security for over two decades, and for good reason: it provides the ultimate in security yet is very simple to use. It is also one of the most durable overt security features, with little to no loss in its characteristics when crumpled. LumaChrome colour shifting labels are available in multiple formats and can be used for brand protection, anti-counterfeiting and smart packaging in multiple industries like pharmaceuticals, cannabis, retail membership and gift cards, electronics, imaging supplies and more.
Markets
this section will be added too... I'm still early stages of reading into this tech. I need to road map this for a bit. Until then, here are some links that will be expanded into topics. DM me if you want to talk about verticals! I love it!
Manufacturing Capabilities
Secure Production Facility
Nanotech’s Thurso production facility is a purpose-built 28,000 sq. ft. high-security facility in Thurso, Quebec. It houses research, development and manufacturing and is designed to satisfy the stringent production accountability and security requirements for currency security device manufacturing. All production is done in a high-security inner zone which is surrounded by multiple layers of physical and logistical security infrastructure, culminating in a secure physical perimeter for the facility.
Thurso’s specific capacity and competencies include:
- Multi deposition zone roll to roll vacuum coaters capable of e-beam and sputter deposition of metals and ceramics
- Wide format (1.2m) UV casting and curing line for nano-scale structure production
- Narrow and wide format roll building, editing, and machine vision/spectrophotometer quality control
- Available wide format metalization capabilities
- Complete laboratory facilities to analyze security features, perform quality and durability testing, perform ethical counterfeiting and build prototype security devices
Specialized Production Skills and Knowledge
Formed at the Bank of Canada in the 1980s, Nanotech’s optical thin film (OTF) team possesses over 30 years of optical thin film deposition manufacturing experience and collectively 125 years of vacuum deposition experience. This group is highly experienced in volume and specialized vacuum deposition, high precision UV casting, metalizing, security device application, machine design, currency analysis, ethical counterfeiting and overall currency and security device manufacturing from concept to delivery.
Nanotech Security Thurso Production Facility
This video is a goldmine
- time stamp 3:50, they say 50m per min....wow
- time stamp 4:50, scaling up!!!! come on! get on this!
- time stamp 5:19, "high speed precision, faster operating speeds..."
Roll-2-Roll Machine, it's a producer. a literal money printing machine
Nanotech makes the LumaChrome film at its highly secure production facility in Thurso, Quebec. The company uses two large roll-to-toll optical thin film deposition coaters.
By operating up to four separate deposition zones simultaneously, Nanotech can produce over 250,000 square metres of film per month.
#METAholics it's about fundamentals...
Telegram check the full doc here
here are some fundamental tags
#META #METAMATERIAL #NANOTECH #EBL #RML #Holography #lithpgraphy #Banknote #Shortsqueeze #Memestock #DD #FULLDD #METADD #MetaVerse #goBEYOND
more METAdd
META® And Covestro: How Bayfol® HX Is Revolutionising The Automotive Industry via Ceres Holographics
I give full permission to share my DD freely, you aren't copying it, you're discovering it!
-Jamie