Nanoco Share Discussion Threads

[jfacwc] 20/2/2017 18:48

'british bulls' finally have nanoco as a buy (big deal .... I hear, from a number of subscribers ...). First since 2016.looking at the trades (especially today), gives the impression the share price is rather more 'manipulated' than 'real', but still, br.b gets it's forecasts well more than 50% correct.computer generated hogwash or not, at least it's something half positive... which is more than nano itself is prepared to share with us.

[notimpressed] 20/2/2017 17:54

wjs, sincerely hope so, but yet again we are locked into
deafening silence from nano

[wjs81] 20/2/2017 17:14

'Current' financial year on 22nd July 2016 would be for the accounting period ending 31st July last year.

There was probably no material impact because upfront licence fees are recognised on a straight-line basis over the period of contract - £500k is being recognised in 2017 so there's a start.

There is no indication as to how much 'Payment for delivery of quantum dot resin' would amount to, or indeed any of the fixed portion of Nanoco's agreements, but if revenue figures have been endorsed by Peel Hunt, you would imagine they are based on reasonable assumption.

[andycapped] 20/2/2017 17:14

Dow perhaps?

[notimpressed] 20/2/2017 16:29

from the wah hong joint venture announcement 22nd july 2016.

The financial details of the supply and licence agreement are confidential, but Nanoco will receive an upfront payment, payment for delivery of quantum dot resin and a royalty on Wah Hong’s sales of processed resin. The agreement does not materially affect Nanoco’s expected outcome for the current financial year.

do they mean the financial year ending 2016 or 2017?

if the latter where is the £7-8 million income for y/e july 2017
coming from?
 

[notimpressed] 20/2/2017 14:38

total trades nearer 90k not 26k shown here

[minsky] 20/2/2017 13:27

You can read the story two ways. Decline and fall or windfall.
I think $285m represented a 100% premium on the share price at the time.
I think sales were about $8m p.a.

[notimpressed] 20/2/2017 12:59

I would settle for a valuation of £285 mill. for nano, =£1 a share or thereabout.

[minsky] 20/2/2017 12:53

I don't suppose anyone here remembers Cambridge Display Technology, pioneers of polymer OLED, once hailed as the Next Big Think in displays? They once had fancy offices in Cambridge science park, 130 employees including a raft of PhDs and a listing on Nasdaq. Sumitomo Chemical, their only customer, made an equity investment in 2002. In 2007 Sumitomo bought them out for $285m. The company still exists but in a much less grand form. A core team of scientists and engineers remain, working in a warehouse off the A14 near Huntindon.

[jfacwc] 20/2/2017 12:50

think I prefer it without trades... current trend shows 36p in a couple (maybe 3) weeks.

[notimpressed] 20/2/2017 11:39

ISDX market refers to the old OFEX (Off Exchange) market. It is a small cap stock exchange centred in London. You may be familiar with the AIM market, which is probably its closest rival. ISDX specializes in the retail industry, and is international in outlook. At present it has less than 200 companies quoted.

[dessaix] 20/2/2017 11:34

Yeah - what are those ISDX trades, is that an alternative market?

[notimpressed] 20/2/2017 11:23

only lse trades reported.
isdx trades not showing for some reason approx. 40k shares traded

[mr.oz] 20/2/2017 11:13

syd is out again?

[davr0s] 20/2/2017 11:10

£190 traded in first 3 hours lol

[notimpressed] 20/2/2017 10:04

no market at the moment, the buy/sell spread is incredibly tight
A lot tighter than the quote price

[andycapped] 20/2/2017 09:46

Well the trading has certainly slowed up today!

[hardrider8] 19/2/2017 07:47

Syd..... what??

[notimpressed] 18/2/2017 08:25

syd, you need to put more water with it

[syd7777] 18/2/2017 03:54

I will not tolerate hackers and I know who you are and you are blocked on my FB and messenger.Hardrider8!

[balaura] 18/2/2017 01:46

It doesn't work for Cd-free dots.

[ih_169538] 17/2/2017 20:14

It's all batch or semi automated and in the long term not able to invigorate the industry.True scale is tonnage which is attainable through" FLOW CHEMISTRY" not batch.

"Flow chemistry is the pumping of a continuous flow of dissolved reaction mixture through a reactor. ... Performing chemistry this way leads to a number of advantages over standard batch processes."

hxxp://thalesnano.com/flow-university/how-flow-chemistry-can-benefit-you

[andycapped] 17/2/2017 20:14

Lets hope it wasn't built by Harland and Wolff!

I don't believe you can be forced to sell shares, and any bidder would have to make an offer that is acceptable and attractive to the majority of shareholders to be successful.

Bearing mind many shareholders probably bought in at multiples of the present price, I would say a bid would have to be of a decent amount to stand a chance of being taken seriously.

[mrplay] 17/2/2017 18:39

If another company were to make a bid for nanoco, what would happen to the current shareholders?