Nanoco Share Discussion Threads

[davr0s] 10/2/2017 19:49

Of course ME would say that. Until Nano delivers proper revenue its all hot air from this company IMO

[notimpressed] 10/2/2017 19:33

ME when asked at the agm(informally after the conclusion of the meeting)
said he envisaged a time lapse of at least 8 years before alternative
technologies would be in a positon to challenge cfqd

[andycapped] 10/2/2017 19:14

Be a long time before we see something on the market from that research, I reckon.

[syd7777] 10/2/2017 18:07

QuantumRods this tech has been in the research book with Merck and DOW. Now an advance by a team of researchers from the University of Illinois at Urbana–Champaign, the Electronics and Telecommunications Research Institute in South Korea and Dow Chemical may turn the display market on its head by eliminating the need for backlights in LCD devices. They have produced a LED pixel out of nanorods capable of both emitting and detecting light.

[syd7777] 10/2/2017 17:58

Merck as I understand were going to announce plans for a plant early Jan 17.No news might indicate a stalling and consideration of other avenues.I have seen many takeovers without the share price rising on rumours,as leaks were not made before hand. The results that are due March/April will no doubt scare the market but can be offset by WH contracts signed with a few OEMs and supply news before the Y/E.Big risk ATM but that can change very quickly.

[mrplay] 10/2/2017 17:09

The share price would be high if a takeover were near. No news so people making up news. If DOW is operational, surely nanoco could release a rns or info on the blog. At best if and when it will be "samples" stuck in "sample" mode for last 3 years. Great job ME. Can not wait until the next "sample" news release.

[luxaeterna1] 10/2/2017 17:06

mwwh - If I am not mistaken (and it is a bit of a random document), it's actually dated 30th November 2016, and I doubt the market has been shaken up massively within the last 2 months.

Favourite bits "Nanosys still has problems with green dots" "Nanosys make lower content cadmium green dots". "Nanosys cannot yet produce CFQD technology, Samsung own this IP and Hansol manufacture it"

Can't say I'd bet my life on the facts being accurate in this report, but it seems well informed.

[syd7777] 10/2/2017 16:07

I am back in and the lack of any news from Merck could be good news as I see them mulling at a takeover.Dow plant has now been over 3 years without any sign of full production.It would be a wise decision by Merck to buy the plant with a Runcorn take over and carry on the work of supplying for WH for the much larger screens as well as taking a hold in the future with real QLED.

[mwwh] 10/2/2017 15:19

Lux: It appears that the EUTIC report was dated 5/11/16 (see current price), and thus not particularly valid today. This report also assumed that Samsung had committed to CFQD, which does not seem to be the case today. Does anyone know if the Runcorn plant is producing anything other than samples?

[onething] 10/2/2017 13:03

I'm hoping for positives too!

[jfacwc] 10/2/2017 12:42

Thanks lux and BigE. Always good to see something reassuring.Getting more and more difficult to remain patient, though any self capitulation would be immediately followed by an share price surge!Proof will be when onething is finally made able to report something positive about nano. (not meant as a dig... as all recent posts do tell it as it is!)

[ih_332411] 10/2/2017 12:21

About EUTIC
Founded in 1998, the Edinburgh University Trading & Investment Club (EUTIC) is the largest non-sporting society at the University of Edinburgh. With over 500 members and nearly 20 years of experience, EUTIC manages the UK's largest and most successful student-run real money investment portfolio, worth over £45,000.

Our objectives:
Educate students about the world of finance
Give members real-life experience in trading stocks
Provide opportunities to network with some of the world's most prestigious firms
Help members pursue careers in the financial services industry and other leading graduate recruiters

[luxaeterna1] 10/2/2017 11:45

Not a bad analyst report:



Interesting and unbiased report (I think).

[onething] 10/2/2017 10:45

In my view we are sat right on support and a triangle formation is coming to its apex imminently. The trend still edges down, so I would also expect a downwards break without any preventative news.

[davr0s] 10/2/2017 10:34

40p looking vulnerable in my opinion unless they deliver killer news. The bounces up are getting weaker...

[andycapped] 09/2/2017 22:45

Nice. Not Nanoco dots though, or is it, who knows?

[notimpressed] 09/2/2017 15:26

all nonsense, bit like slippy's inside contacts,
fantasy and lies.
re post 9889, when and until nano announce income, no value can
be attached to the shares.

[mwwh] 09/2/2017 14:06

Big advantage to taking Nanoco private. Once profitable, they could issue an IPO at a much higher price. However, efforts to raise additional funding (e.g., debentures, share issuance) could also have necessitated bringing in a separate accounting firm.

[woolybanana] 09/2/2017 13:09

Scrutable, thank you for the reply. What worries me is that there has been so much shorting of this share that the price is by no means reflecting the value of the company and that we shareholders are now very confused by it all. Which makes us prone to conspiracy theories and that is a bad state in which to make investment decisions.

It does seem very vulnerable to a takeover though. Which may be why GS are buying shares to keep the price down?

[jfacwc] 09/2/2017 12:11

especially quiet and unusual day on the trades front?Also, 42 seems to be the magic number for nano, looking at the last 12 months.

[luxaeterna1] 09/2/2017 11:25

Final musing:

Nanoco's half-yearly financial calendar finished at the end of January. It is now 1-2 weeks after this:

a) an auditor could possibly be at Nanoco to review the half yearly accounts
b) a separate auditor could be advising on Nanoco's transition to a company generating actual sales, and how to organise tax planning in this situation (big historical losses/R&D?)
c) It's a rather odd time in the financial calendar to bring in auditors to do due diligence on a takeover - right in the middle of preparing financial accounts ? (not impossible, I admit)
d) If they were taking tax advice - would this normally require the use of a separate financial professional? I do not know if you can have your tax planning advisor be the same person as your legal financial auditor. Conflict of interest springs to mind

[stun12] 09/2/2017 11:11

Haha. And Grant Thornton is an anagram of 'buyout at three quid'. Or not, as the case may be.

I'm with whum etc. Absurd to take a drive-by post like that seriously.

Still got all my shares and wanting to buy more, but I'm waiting for more clarity, even if I have to pay up.

[roadster750] 09/2/2017 10:38

ME resides in Boston
Microsoft tech centre is in Boston
MS are a major client of GT
"Just saying" lol