Nanoco Share Discussion Threads

[syd777] 09/12/2016 17:32

Firm Hendersons have increased their holding.

[enteleon] 09/12/2016 17:31

Howl01; For me, the plans proposed by Merck give me courage to buy on any dips. Effectively, there's some confidence of a serious second string to Nano's bow.

Robert Miller's tone spoke of urgency. Merck have got the plot- bust the gut before Samsung wipes out everybody else.

Of course I am encouraged by M.E.'s hint that "Samsung will be very significant for our partner, Dow". Please forgive my frustrations at the perennial delays with Dow and the radio silence.

If Merck's Miller can be allowed to be so forthcoming to an industry journalist, then there's real hope that Nano can capitalize on a sequence of RNSs detailing Merck's progress. That should support the share price

Yes, I am looking 12-18 months down the line and the prospects look encouraging.
Compared with what thin gruel we've been served hitherto, that's bloody marvellous in my book !

[firminator1] 09/12/2016 17:19

Can someone who knows about these things explain the latest RNS assume Henderson have trimmed back c 0.8m shares yesterday pretty small given overall holding of c 50m. Am I interpreting this correctly ?

[kenirogas] 09/12/2016 16:28

Not entirely true, Howl: could be less than 9 months to royalties, but meantime a £1.5m investment in Runcorn double capacity and supply resin to Meck remains a possibility ( if they even have to build new lines -that would assume full capacity going to WH first...)

[howl01] 09/12/2016 16:22

Talk of Merck irrelevant right now - revenue 18 months away - complete red herring.

[john henry] 09/12/2016 16:05

Complete agree enteleon, Dow was like a chain around there necks.

Now free from Dow, prospects are a lot brighter.

[john henry] 09/12/2016 15:57

Bid is well supported, however not a great deal of action on the offer.

Around these levels for med/long term investors, stonking buy.

[ntbb] 09/12/2016 15:33

L2 looking fantastic I think rally towards the end

[sinbad74] 09/12/2016 15:19

Cfd purchase

[fil340] 09/12/2016 13:40

Back in the day Nanoco and Dow both thought that Samsung would position their CFQD sets in the same rough price bracket as OLED and that they could out-earn for a while. An appropriate strategy. However, they were rejected by Samsung specifically on price, and it turned out Hansol had what it needed to produce CFQD at low cost. At this point it was clear to me that the Dow-Nanoco contract needed a re-do, which is why I was pleased when it was finally made non-exclusive earlier this year. The revision brought royalties for Nanoco down (still double digit though) and made Dow's life getting their costs down considerably easier. And now Nanoco's latest round of technical enhancements have certainly made the tech commerically viable (output up, quality up, without impacting cost).

[jfacwc] 09/12/2016 13:25

enteleonwithout the background knowledge gained from months (years?) reading the many hundreds (thousands?) of posts on this bb, your clear and concise summary of the current situation really makes you wonder why Samsung just didn't use NANOCO in the first place.

[enteleon] 09/12/2016 13:15

John Henry- No. SAIT, which is Samsung's research division, with patents licensed from Nanosys (USA), have enabled Hansol, a chemical major in South Korea, to manufacture very high quality Cad-Free QDs for the Samsung high-definition TV range, now heavily advertised (full-page colour in Financial Times etc).

Hansol is a separate company from Samsung, but closely tied by family at the top level. Samsung now effectively vertically integrated to produce Cad-Free QDs and determined to dominate the future QLED market.

Quantum Materials Corp in the US (QTMM-Nasdaq) has recently declared its intention to produce Cad-Free QDs using its patented flow-production system. It has recently attracted funding of c.$10M to expand its lines. Tiny company at the moment with very few employees. Its share price c. $0.10, giving market cap of around $34M.

The talk and the trend appears to absolutely favour Cad-Free. Samsung are putting the skids under everybody else, hence Robert Miller of Merck in USA setting out ambitious scheduling for its production of Nano's Cad-Free QDs.

Dow have been the laggard here. The agreement with Nano was signed on the 13th January, 2013- very nearly four years ago- hence the huge volatility of Nano's share price

[fil340] 09/12/2016 13:13

CFQD manufacturers: Hansol producing under license (IP held by Samsung and Nanosys); QMC (continuous flow, currently sending out samples to a well-known film manufacturer); Nanoco (batch production, heavyweight licensees in Dow and Merck, ready to go???)

[perfect choice] 09/12/2016 13:07

Dow are sampling for pre-production, interesting point is sampling revenues going up so not "one off sampling".

IMHO volume reviews will not appear until (a) Samsung expand CFQD technology into the rest of their main TV range as they have stated they intend to, (b) LG launch their own CFQD range of TVs as they have stated they will do in 2017.

Dow may be focusing only on the 2 largest TV suppliers, but they have to wait until Samsung and LG to launch for any volume. Hoping CES2017 would confirm one or both on the above options. If yes then game on for Dow, if not then WTFDIK.

[john henry] 09/12/2016 12:40

Are Nanoco the only producer of CFQD ??? Seems a little foggy even thou CEO claims they are.

[fil340] 09/12/2016 12:30

Science takes time. Samsung point-blank refuses to use cadmium as it is bad not only for the environment but also their workers. So SAIT scientists worked hard for 5 years to bring CFQD to the optical quality of cad-QD. And now they are reaping the rewards. Once Dow are in full production I don't expect to see Nanoco traded at less than 100p again.

[syd777] 09/12/2016 12:04

Bruice I did notice that comment,It's very true that DOW is not in full production as of then but take into consideration that the LG take up coming now has finally changed that status.

[brucie5] 09/12/2016 11:54

From Sinbad's linked article, this line seems to have escaped comment by anyone here:

"With Merck/Nanoco not yet in production, Dow Chemical/Nanoco still not in production 3½ years post-agreement..."

Really?!

[syd777] 09/12/2016 11:50

Roadster the patent sales look be at bargain prices,I think you have a very good point about the terms of Kodak buy from Nanoco,it could be spread over the year.I think PC got afraid that he might miss the boat ;)

[perfect choice] 09/12/2016 11:44

enteleon, I'm just really busy at work these days so little time to contribute to discussions. So you'll see less from me these days not frim a view on Nano but simply little time to contribute. Not able to attend AGM this year due to work commitments.

I had planned to wait until the after the AGM to decide to buy back into Nano after selling our my 2nd tranche at 50.25p, but decided earlier this morning to dip my toe back into Nano. Now they II seller overhang has gone and that Sinbad article on Merck serious intentions has tipped the balance in favour of holding again for me, be it a volume I regard as easily tradable if I see fit.

Still have concerns on the ramp up of revenues relative to the need for a final stage of fund raising and actually evidence of supply of course. But hoping some serious things could happen from the OEMs at CES2017 in January which could finally show Nano is there.

Back to work now!

[jfacwc] 09/12/2016 11:44

some really interesting and positive (if thoughtful) stuff on this bb. Makes it nice to 'check in' now and again. Long may it continue.Onething, you seem to be coming under some stick. Totally look forward to your posts (have done for a few years..) so hope they continue unaffected.

[ntbb] 09/12/2016 11:29

Sinbad thanks, fantastic news I just need more cash to build up decent size