Nanoco Share Discussion Threads

[syd777] 10/12/2016 02:33

QMC although is acquiring a faster process and are up beat with their newfound Indian DR CEO ,as of date they have nothing with QLED and look doomed to fail by 2019.

[syd777] 10/12/2016 02:15

Lauders I feel the same a few 1000% baggers were out there in the commodities market from JAN 20th 2016,A wider portfolio would of helped but somtimes its best to catch the biggest fish in the sea with Patence then catch Five small ones good luck and I'm sure your Patence will reap rewards 17,18,19.

[lauders] 10/12/2016 02:07

kuss1 - Good post I think! ;-)

Hope you manage your 100% and more. I am still not convinced about the NANO story. I am sure I will miss out on a payout by not investing more at these levels but in the short term I think there are faster ways of making some money in the market. If only I had used the funds tied up in NANO over the last few years in commodities at the start of 2016 for example. Hindsight is wonderful I know!

[syd777] 10/12/2016 02:02

Kuss1/......I agree with with most of what you have said and a very good post thanks, but with LG I see it not as 50/50 more like 99.99%/00.01% they have no other choice the WCG the industry is seeking as of now.

[kuss1] 10/12/2016 01:54

Problem for samsung is that although they're ahead with Qdot composition using indium phosphor, their synthesis process is dated. At the moment it's not such a big issue, but going forward it becomes more relevant.

Even on the composition front, Indium phosphor Qdots are only second best. Samsung think 10 years ahead and they will be addressing this weakness.

A Samsung/Nano tie up is on the cards at a research level for sure on 2d tech. Manchester uni leads the world on this. It's very difficult for a company to do all things and at the end of the day Samsung are a business not a university.

The Merck news is not surprising. They dismissed Qdots out of hand a year ago, but now they have changed their tune. They see the inevitable and are quite desperate now to catch up. I think you will find they will be quite prepared to pay many millions to get their factory up to production levels in very quick time. Another 40 million factory to add to Dow's in the blink of an industrial eye.

LG bought all of Dow's production well in advance. The contract was agreed two years ago. It's a difficult call though with LG. Their Qdot TV 2015 wasn't ready, wasn't saleable. They got a whiff of Samsung's progress and reacted. All very messy and very unprofessional if you ask me. But they are still very much involved with Qdots. It's 50/50 whether they will release a Qdot model at CES. But whatever happens they will have to do so at some point.

Merck have a novel approach to Qdot display. Seems to me that they are testing out the Korean market but their main push is in China. Qdot TV's coming out thick and fast from the big Chinese OEM's next year.

Funny how no-one believes ME when he said they don't need funding. Seems he has zero cred with investors. But I believe him when he says Nano is ready for rapid revenue growth.

As to the share price, bought a large chunk at 38.5. 100% return on that in quick time is my bet. What depressed the price was the USS sale. Quite a large amount. It was well known in advance which dried up volume. But it was nothing to do with Nano. It's USS implementing major changes to pension provision and that had a knock on with their investment portfolio.

Those selling at the lows will be buying back. But that's an irrelevance for the long-term investor. Wait till Nano has 3 years of profit growth. Then every fund in the city and beyond will want a bite. It will then conform to the standard risk profile of many funds. Bit like Buffett buying into Apple last year. You might ask why he didn't do it when it was starting out...

[syd777] 10/12/2016 01:44

Lauders I have the best confidence that LG will take up DOWs supply and If Nanosys is not ready with its so called CFQDs factory in the states then Samsung again have no choice but to take up DOW as a second supplier,As of now they are cheaper and the DUPONT merger had been completed.3.5 years of waiting from DOW is looking like it's coming to the end,with Samsung bringing 14 more new lines and they are selling their monitors in the UK as of now,I see little chance that Hansol will meet that demand it will also require Merck to fulfil that too ;)..

[lauders] 10/12/2016 01:34

Thanks for the clarification syd777! Too many posts to read these days so tend to skim through and hence miss some points. Nothing will really interest me here until we get decent, positive, concrete news from NANO about income, sales, progress on partnerships, new partnerships etc.... The rest is all speculation and noise I am afraid and it takes a lot of time to read it all. Hence I only post from time-to-time and hope that my currently heavily underwater position will rise to the surface and see the light of day in the not too distant future. Perhaps 2017 will really turn out to be NANO's year but we have been saying that for years!

[syd777] 10/12/2016 01:24

Lauders I did post that Blog yesterday and enteleton did mention Robert Miller before Sinbad posted the link,the most worrying fact to the link is the mention of the Chinese firms only taking a dip in the sea unlike Merck.To me it seems that a lot of politics is being played out by Samsung and the Chinese to hope Nanoco fails so they can pay the remaining share holders something like QD vision.LG has no choice but to take up the second generation QDs from DOW and it looks like game set and match with Nanoco after the Kodak QLED buy,which has put them in the league with Nanosys and Samsung WHO were failing with the QLED tech as QD vision was not infringed by Nanosys and MIT with that side of the tech.WH needs to be fired or Nanoco needs a second Flim distributors to stop the bribes from China.

[lauders] 10/12/2016 00:24

Not sure anyone spotted this or posted it yet but if not there has been a new blog addition:



The passion and innovative spirit of these events has us even more motivated and excited to be a part of continued display innovation being driven by quantum dot technology. We look forward to implementing Nanoco’s heavy metal-free CFQD® quantum dots as part of the next generation of display.

Nothing earth-shattering, but at least some progress on the PR front I suppose. Just unsure why it is so difficult for NANO to add news or pieces of interest on their website such as that highlighted here by Sinbad?

[firminator1] 09/12/2016 23:59

Thanks stun, stunning insight . Defo feel more positive over nano and that merck sinbad link was first tangible evidence of news relating to ramp up on production. Biggest danger is samsung clearing up before nano even get started but like most companies you need dual supply to minimise risk

[stun12] 09/12/2016 19:20

Henderson's position is a little confusing. The 17/11/16 RNS had common shares drop to 48.367m, but the new one shows an existing holding of 49.748m (same as before the november RNS)prior to the sale of ~900k. What is consistent is the CFD (contracts for difference - a synthetic way of buying shares without putting up the full cash price, like a futures contract) position which increased by 1.5m shares in the latest RNS.

No major trnd by Henderson's either way, I'd suggest.

[andycapped] 09/12/2016 17:56

Perhaps they've got the Christmas shindig to pay for!

[firminator1] 09/12/2016 17:39

Is that the CFD bit increasing as it definitely had voting shares reduction of 0.8m. No idea what CFD is

[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).