Nanoco Share Discussion Threads

[jfacwc] 27/1/2017 09:29

think we need more posts like yours Chaba. Thanks!

[mr.oz] 27/1/2017 09:22

thanks chaba -> good move then

[chaba1] 27/1/2017 09:20

They mentioned on AGM that he will leave anyway he is too old then I think it loose money to hire him. He is leaving I think it is good by the way.

[onething] 27/1/2017 09:04

I'm guessing that a non exec position is nice to have and be remunerated for up until the point when either you can no longer spare the time or you worry that, based on your privileged information, an ongoing association with the company may lead to damage to your reputation. In other words a fundamental disagreement with board. We are very unlikely to know either way what the reason for leaving is.

[davr0s] 27/1/2017 08:13

Did the non exec leave due to lack of progress/interest?!

[slipperysidewinder] 26/1/2017 16:54

If everything is at face value you guys could earn your money back.

[slipperysidewinder] 26/1/2017 16:53

Doubled my stake in Safecharge this morning and NT has followed. Anyone looking for a punt should look at this.

Naked Trader has bought in: "I bought some Safecharge (SCH) which we discussed at the seminar. Four reasons for buying. A. It looks cheap. Trading on a low multiple looking at forecast next profit and the current market cap. I would rate it nearer 300p. B. It has tons of cash. C. It pays a massive dividend, more than 6%! D. It looks a sitting duck for a takeover from a bigger payments company such as Paysafe or Worldpay. (Obviously just a thought on my part!) Downside? Perhaps it could lose a major customer. And its shares look a tad suspiciously cheap but I am willing to take that risk! And there seems to be a big supply of shares stopping upside. Anyway I have bought quite a few as the upside points seem to outweigh negatives. As I explained at the seminar, negatives must be pored over!"

[luxaeterna1] 26/1/2017 14:02

hxxp://www.displaysupplychain.com/blog/category/all

Interesting background on rivals/Samsung, search for the word quantum as it's quite far down. Looks like it was a dogfight to provide cheaper supply. Market knows there will be high demand - up to Nanoco to prove up some volume contracts in 2017:

"We believe over 4M QD TV panels will ship in 2016, up from around 1M in 2015 and the market should double in each of the next 3 years led by Samsung. As Samsung increasingly pushes wide color gamut and high dynamic range, Nanosys will be a major beneficiary. In addition, in its 2nd generation of QD films, Nanosys is using a lower cost barrier film, which is further reducing costs and prices to TV brands.

Nanosys also has 7 different suppliers led by 3M and Hitachi Chemical, which compete against each other to deliver the Nanosys film solution. In addition, Samsung and Nanosys have also created a second QD source, Hansol, under a license and royalty agreement with Nanosys to ensure there are no disruptions of supply for the #1 TV brand."

[ih_332411] 26/1/2017 13:51

Dow slides are up. As expected there was no Trevista QD news. FWIW, OLED wins mentioned though.

[howl01] 26/1/2017 12:54

Spot of sarcasm from NT more like - Quod Erat Demonstrandum - ;) - Dow results look promising roadster? Keeping fingers crossed!

[onething] 26/1/2017 12:30

A Nobel prize, of course.

[onething] 26/1/2017 12:29

QED?Quantum Electrodynamics of course. And very relevant to Nanoco's work.A surprisingly readable and understandable book from the man who created the theory and won a novel prize for it, Richard Feynman. https://www.amazon.co.uk/dp/0140125051/ref=pd_lpo_sbs_dp_ss_1/255-4884402-7296054?pf_rd_m=A3P5ROKL5A1OLE&pf_rd_s=lpo-top-stripe&pf_rd_r=XCGJ3WXE36H4PQ5MV1KR&pf_rd_r=XCGJ3WXE36H4PQ5MV1KR&pf_rd_t=201&pf_rd_p=8c02c99b-ac78-4f55-b22e-8480a77bd95a&pf_rd_p=8c02c99b-ac78-4f55-b22e-8480a77bd95a&pf_rd_i=0201360756

[mrplay] 26/1/2017 12:24

Roadster nice find. Dow has the one display plant or does it have multiples for other areas?

[jfacwc] 26/1/2017 12:15

oldscalopok - RNS's were from Tier Com, or Axicom (for nano).ntQED?

[roadster750] 26/1/2017 12:11

"Dow Electronic Materials continued its above-market volume growth as new business wins
yielded double-digit increases in semiconductor and display technologies."

[howl01] 26/1/2017 11:22

Not sure it got linked on here - just a news piece -

[oldscallop] 26/1/2017 11:15

I'm sorry - but what RNS from Nano?

[night terrors] 26/1/2017 10:49

"Have I missed something, (always was accused of not reading things properly..), or does this explain yesterdays RNS's by nano, about Cadmium useage? "

QED

[jfacwc] 26/1/2017 10:28

Probably old news, apologies. (article comes up each time I look at the 'Money' app on Windows 10). Have I missed something, (always was accused of not reading things properly..), or does this explain yesterdays RNS's by nano, about Cadmium useage? Link seems (to me) to say nano active in the pursuit of Cadmium use? Also, in my book, the Chemical Formula for Cadmium is Cd.hTTp://www.sbwire.com/press-releases/cadmium-in-semiconductors-and-electronics-market-future-growth-trend-and-developments-by-2026-760040.htm

[howl01] 26/1/2017 10:27

Worryingly I saw a sign today that read "Everything happens for a reason, sometimes the reason is you're stupid and make bad decisions" - I am hoping this wasn't a portent of my impending share selection failure!?

[howl01] 26/1/2017 10:11

If no Dow news by end of this month then I guess we could rule out the possibility of any substantial revenues /Samsung deal until towards the end of the year and can concentrate on WH/Chinese developments?

[howl01] 26/1/2017 10:06

If Dow are now producing nanoco patented dots and royalties were received for Q4 '16 - Nanoco would be obliged to rns that receipt would they not as a material difference to business/sp?

[howl01] 26/1/2017 10:01

I don't think it's the shell that's changed? Previous Samsung dots as I can tell were InP cores with ZnSeS shells. I think it is the core composition that's changed and been 'alloyed' with a Zn chalcogenide? I think I Googled Samsung InP ZnSeS which brings up results for a patent similiar to the nanoco one - it also references a couple of other nanoco patents. Impossible for us laymen to make much sense of anything really but it is interesting - I suspect the differences in compositions are pretty subtle in reality and that the real patent values are in the processes - yields/uniformity/scalability. Nanoco have previously stated use of a 'unique' alloy which contains In but which is not InP as used by Samsung on previous dot iterations.

[woody33] 26/1/2017 09:12

The ZnSeS patent referenced in the nanoco patent seems to have come out of the University of Seoul, so there could be a Samsung connection.

hxxp://pubs.acs.org/doi/abs/10.1021/cm201550w

Woody