Nanoco Share Discussion Threads

[jfacwc] 17/6/2025 13:56:44

last years so called trading update caused a 25% share price drop! Hope the 2025 situation not so severe as that! The current share price movement is hardly setting the world on fire. Be so nice if the value actually went positive sometimes.

[beeezzz] 16/6/2025 19:08:43

Should get update beginning of July, I would like them to confirm whether they can produce enough quality QD's to satisfy any future orders.

[shapes] 16/6/2025 08:44:25

OMG beeezzz that link has screwed with my head. I'm going to lie down. I wish I had listened at school. Cheers

[beeezzz] 15/6/2025 17:45:09

Thanks Shapes -

Interesting article - future uses for QD's (2021) Not moved on much from then, hope it starts increasing in adoption. Hopefully LG will settle out of court, give Nano more cash in the bank.

[shapes] 15/6/2025 16:01:35

I have read this before posting.

The rare scent of something unexpectedly compelling lingers around Nanoco. The firm's pivot today hints at more than the sum of its breakthroughs, it suggests a calculated move into uncharted territory with real long-term potential.From the outset, the firm's profile has been modest, but its assets, intellectual property, manufacturing scale and a high-purity material platform, are indicating a subtle reshaping. It's not just what they've made; it's how they're positioning themselves now.Since its founding in 2001 as a quantum-dot pioneer, Nanoco has built an empire of cadmium?free semiconductor nanocrystals. Its flagship process, molecular?seeded synthesis, can be scaled without heavy metal dependenciesâ€"a key differentiator amid evolving environmental regulations. This proprietary method, combined with over 350 patents, offers a rare moat in a field often dominated by fleeting publications and prototype systems.The company's facility in Runcorn, UK, is one of few capable of high?volume commercial manufacture of these quantum dots, bringing significant production capability from lab scale to real-world volumes. That scale positions Nanoco ahead of pure-research peers, giving it real standing with corporate partners.Historically, Nanoco has monetised its technology via licensing and product supply. Early deals with Dow, Merck and Wah Hong centred on their cadmium-free dots for LCD displays. Later agreements with Dow and LG laid the groundwork for the now widespread QLED television market, though the eventual withdrawal of LG and shifts at STMicroelectronics presented setbacks.A notable breakthrough came via patent enforcement: a substantial out-of-court settlement with Samsung, valued at $150?million, validated the strength of Nanoco's IP. The return of a portion of those funds to shareholders highlighted the latent value within its balance sheet.More recently, Nanoco has sharpened its growth ambitions. A leadership refresh in mid?2024, introducing a new CEO and strengthened board, was followed by an aggressive commercialisation agenda targeting high-value verticals: SWIR imaging, sensors and quantum?enabled systems. The firm sees mass?market opportunity in next-generation sensing applications, forecasting a leap in SWIR sensor adoption from $429?million in 2021 to over $4?billion by 2027.These ambitions are materialising. Nanoco's HEATWAVE programme aims to augment CMOS sensor chips, unlocking affordable short-wave infrared (SWIR) imaging. Demo systems have garnered interest from handset manufacturers and imaging specialists. And a second major Asian collaboration announced this spring underscores accelerating adoption in high-growth markets.You might also enjoy reading Nanoco secures second major Asian deal to power quantum dot growthOn the quantum?computing front, quantum dots are being evaluated as potential qubitsâ€"leveraging well?understood spin properties in silicon?based systems. While still nascent, Nanoco's expertise in nanoscale fabrication and controlled confinement may carry latent optionality into quantum information platforms.Nanoco has also taken firm legal stance to protect its value. In April 2025 it initiated patent infringement proceedings in the U.S. against LG, signalling renewed enforcement focus after the Samsung deal. With roughly £15.5?million in cash, following Samsung receipts, the company appears confident in pursuing both commercial partnerships and IP remediation.Market sentiment has adjusted accordingly: while revenue remains modest, H1 FY25 reported £3.4?million, the company is transitioning from IP defender toward value creator. Analysts at Edison and others see potential for meaningful revenue inflection from late 2025 into 2026, as quantum-dot sensors hit economies of scale.In summary, Nanoco now overlaps three compelling narratives: an IP-backed nanomaterials scale-up, a provider of critical next-gen imaging technology, and a potential early player in quantum hardware. That trifecta may finally coalesce into commercial relevance.

[2theduke] 09/6/2025 16:44:43

These utilise nano’s tech?

[beeezzz] 09/6/2025 10:23:59

New breakthrough in quantum dot sensors

[beeezzz] 09/6/2025 10:18:59

Quantum Dot CMOS image sensor for direct X-Ray and SWIR imaging

[jfacwc] 30/5/2025 09:38:14

Shapes, your real (?) name comes up in the new ADVFN board index. Is this what you want?

[shapes] 29/5/2025 21:17:25

I agree it is months old. I copied and pasted without properly reading it. My apologies. I mean ST micro are not involved anymore. Sorry I'll read properly first.

[supernumerary] 29/5/2025 19:42:15

Bit stodgy, Shapes - you another fan of AI?

[shapes] 28/5/2025 17:58:18

Quantum Dot Market Growth | Trends, Size, Share & Forecast 2025 | Top key players

- Nanosys, Samsung Electronics, Nanoco Group.05-26-2025 10:49 AM CET | Chemicals & MaterialsPress release from: DataM Intelligence 4Market ResearchQuantum Dot MarketQuantum Dot MarketThe Quantum Dot Market is expected to grow at a Significant CAGR of High during the forecasting period 2024-2031. The Quantum Dot Market, as examined in the DataM Intelligence study, offers a comprehensive overview of the industry, enriched with in-depth insights, historical data, and key statistics. The report provides a thorough analysis of market dynamics, competitive strategies, and leading players, detailing their product offerings, pricing models, financial performance, expansion strategies, and regional presence.Get a Free Sample PDF Of This Report (Get Higher Priority for Corporate Email ID) @ https://datamintelligence.com/download-sample/quantum-dot-market?szThe Quantum Dot Market refers to the industry focused on the development, production, and application of nanoscale semiconductor particles called quantum dots. These particles exhibit unique optical and electronic properties, making them valuable in displays, solar cells, bio-imaging, and medical diagnostics. The market is driven by growing demand for advanced display technologies, energy efficiency, and innovative biomedical solutions.Market Dynamics:The growing use of quantum dots in a wide range of electronic devices such as flat-panel TVs, digital cameras, smartphones, gaming consoles, and personal digital assistants (PDAs) is a key factor driving market growth. Quantum dot technology offers numerous benefits, including energy efficiency, ultra-high-definition display quality, lower production costs, and enhanced brightness. By using a pure blue backlight combined with precise red and green filters, quantum dots generate true white light, resulting in richer and more vibrant colors on screen.Major Players Shaping the Quantum Dot Market:The prominent players in Quantum Dot market research report are: Nanosys, Samsung Electronics, Nanoco Group, Navillum Nanotechnologies, Ocean Nanotech, Quantum Materials Corp., Nanophotonics, and Crystalplex Corporation.The companies are primarily focusing on strategies such as new product launches to penetrate the fastest-growing emerging markets across the world.Speak to Our Senior Analyst and Get Customization in the report as per your requirements @ https://datamintelligence.com/customize/quantum-dot-marketMarket SegmentsBy Product Type: Display, Medical devices, Solar cells, Lasers, Photodetectors/ Sensors, Lighting (LED), Batteries and Energy Storage Systems, Transistors, Others.By Material Type: Cadmium-Based Quantum Dots, Cadmium-Free Quantum Dots.By Vertical: Consumer, Commercial, Healthcare, Defense, Telecommunications, Others.The Quantum Dot industry is experiencing rapid growth, driven by advancements in medical technologies, increased demand for innovative therapies, and a rising focus on patient-centered care. As these sectors evolve, the need for comprehensive market analysis becomes crucial to understand trends, regulatory changes, and emerging opportunities.Regions Covered:The global Quantum Dot Market report focuses on six major regions: North America, South America, Europe, Asia Pacific, the Middle East, and Africa.? North America - US, Canada, Mexico? Europe- Germany, Russia, UK, France, Italy, Rest of Europe? Asia Pacific- China, India, Japan, Australia, Rest of Asia Pacific? South America- Brazil, Argentina, Colombia, Rest of South America? Middle East and Africa- Saudi Arabia, UAE, Oman, Bahrain, Qatar, Kuwait, Israel

[jfacwc] 28/5/2025 11:25:42

thanks zingaro! At least it keeps the ball rolling..

[zingaro] 28/5/2025 10:22:47

Super: oh yes, sorry all.

[supernumerary] 28/5/2025 09:51:44

zingaro - that's a month old.

[zingaro] 28/5/2025 09:11:12

jf: there was news this am - a Joint Development Agreement.

[jfacwc] 28/5/2025 09:00:30

this company could benefit from a bit more news now & again. Any in the offing?

[shapes] 20/5/2025 19:24:36

Nanoco's legal offensive signals strategic IP masteryNanocoAmilia StoneMay 19, 2025

recent lawsuit against LG Electronics is more than a legal manoeuvre; it exemplifies the company's strategic use of intellectual property (IP) to assert its position in the competitive tech landscape.Nanoco Group plc, a UK-based pioneer in cadmium-free quantum dot technology, has initiated a patent infringement lawsuit against LG Electronics in the United States District Court for the Eastern District of Texas. The company alleges that LG has wilfully infringed upon its patented technology related to the synthesis of quantum dots, a claim reminiscent of Nanoco's previous successful litigation against Samsung, which culminated in a \$150 million settlement in 2023.This legal action underscores Nanoco's commitment to protecting its IP assets, which are central to its business model. The company's robust patent portfolio, comprising approximately 375 patents, serves as a strategic tool not only for defence but also for leveraging commercial opportunities . By proactively enforcing its IP rights, Nanoco aims to safeguard its innovations and ensure fair value for its shareholders.Beyond litigation, Nanoco is expanding its commercial footprint through strategic partnerships. The company has recently entered into a joint development agreement (JDA) with a second major Asian chemicals firm, focusing on optimising lead-free nanomaterials, potentially for applications in short-wave infrared (SWIR) sensors . This collaboration follows the successful completion of the first phase of an earlier JDA, indicating a growing interest in Nanoco's technology across various sectors.Financially, Nanoco maintains a stable position, with net cash reserves of £15.2 million as of April 2025 . The anticipated costs associated with the LG litigation are expected to be offset by revenues from the new JDA, keeping the company's monthly cash burn rate at approximately £500,000.Nanoco's strategic approach to IP management and commercial partnerships positions it favourably in the evolving tech industry. By asserting its IP rights and fostering collaborations, the company aims to capitalise on the growing demand for environmentally friendly quantum dot technology in displays, sensors, and other advanced applications.

[shapes] 17/5/2025 06:21:37

Hi Fat Frank.

I wish I had taken up the tender offer. My thoughts at the time was the average price afterwords would have been so much more at about 40p.

[beeezzz] 16/5/2025 21:02:52

I listened to the CEO again, he comes across as someone who is very knowledgeable of materials industries and materials in general.

Hes been around a longtime and held many high level jobs, so hopefully with his experience in these fields he'll be able to guide Nanoco to better and greater things.

[fat frank] 16/5/2025 11:39:38

I have just bought back some of the shares I sold under the tender offer at just below 13p.

Time will tell if this is a good move

[jfacwc] 15/5/2025 13:07:50

thenks beeezzz and shapes.