Maybe not underestimate Milkwood...they are 50% up on their investment already !! |
Interesting day - Proper management and the chancers gone! |
looks like the board are all lining up to buy, snapped up nearly 4 million so far.. |
It will be NY before we get any meaningful news IMO |
Directors not messing around here. |
Nanoco (LSE: NANO), a world leader in the development and manufacture of cadmium-free quantum dots and other specific nanomaterials emanating from our technology platform, has been notified that Dmitry Shashkov, Chief Executive Officer, has purchased 1,707,000 ordinary shares of 10p each in the CompanyPaid up 14p over 3 days.Meaningful amount.Hope he makes lots of money...very quickly! |
OK, so it was a decent presentation but I got annoyed with the constant references to the 33m returned to shareholders - I certainly don't feel as if I have had anything back.
Shashkov came across well and if only part of what he wants to achieve comes to fruition then maybe there is some hope for us.
It has certainly clarified which way I will be voting..... |
I have listened to the share holder meeting and have a new feeling of confidence. I suppose that is what you would expect. I still will not be buying any more shares ( I am not that confident ) but i am feeling hopeful that proper manufacturing comes there way. Also some dialogue with Apple would be good. |
I found it rather more honest than the last lump of lard - at least it was explained as such. |
pretty vague and totally ambiguous (as per usual...) RNS. Of course!, all the fault within NANO is down to the shareholders. |
Well it's not me |
How much is the IP worth..? |
Somebody wants these shares |
Or maybe not... |
All quiet on nano front.... |
What an utter shambles from start to finish as predicted . |
Speaking of which,Nigwit seems to have disappeared. No doubt in one of his tropical properties enjoying the fruits of our inflection point or perhaps embroiled in another of his legal battles. |
Didn’t he do well? - the fat lump of lard! |
It doesn't feel like anything has been returned to me! |
If you think they will let that happen here and lose their fat wages for failing to deliver then your even madder than the bod . They will milk this as long as possible as can be seen by the destruction of the SP |
 They are also stake building in TENT"Milkwood Capital has built a stake in the winding-down Triple Point Energy Transition (TENT) as it makes a second attempt at obtaining an investment company to run.The Windsor-based activist investor has established a 14.9% position in the £85m trust since it started buying shares in late August, stock exchange filings show, in a move similar to its failed attempt to prevent the wind-down of Downing Strategic Micro-Cap (DSM) earlier this year."Sept 24There was some performance data given in the DSM tilt."Big performance claimIn a letter to DSM's board earlier this year, he claimed the UK assets of Milkwood Fund had generated a 137% return in the three years to the end of 2023, beating all existing micro-cap funds, including 83.1% from Rockwood and 0.7% from DSM.He said Milkwood would not a charge a management fee until it had restored DSM shareholders' losses by returning the share price to 100p."I would be interested in holding a listed fund that gave that performance !! |
Check out the RNSs for DSM to see what Milkwood were trying to do there. They tried to take over that investment Trust and continue running it, while Downing were determined to close it. Milkwood did not succeed there, so their attention is towards NANO. They want to run it as an Investment Trust, possibly selling off the existing business. |
Ha ..look out for a new id not tarnished by all those bad calls!Surprised the buyback hasn't run dry..must be very close.I guess we wait for the Nanoco formal response now ..for information a 5% plus shareholder does not at the point of calling a GM have to give full details of why they want to put resolutions to shareholders ..they have the opportunity to do that when the company actually calls the meeting.It's clear that Milkwood as the largest independent holder asked for board representation and Nanoco said no for some reason so they have called a GM to seek the representation to protect their position as the company embarks on what could be a massive change in the value of the business. Nanoco could in theory under new rules dispose of the business without shareholder approval I understand so I think it might pay to have some independent oversight from Milkwood on board to ensure the outcome is in the best interests of all. |
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