Nanoco Share Discussion Threads

[mrplay] 17/2/2017 18:39

If another company were to make a bid for nanoco, what would happen to the current shareholders?

[notimpressed] 17/2/2017 15:55

Minsky, apposite and succinct. Lets hope nanoco
read this bb and take on board the views being expressed.

[luxaeterna1] 17/2/2017 15:53

Not 100% sure Nanosys win contracts on performance quality alone. So far mostly they have been winning because they just went to a 10% royalty commission model and licensed the production out to 5-6 companies (3M, Hitachi, Hansol, etc.). Whereas Nanoco had a 25% commission with Dow, so were comparatively expensive. Plus Nanosys don't have any CFQD do they? Only "lower cadmium".

[minsky] 17/2/2017 15:47

Its not just price. Visual and physical quality and reliability are probably just as important. For a company whose products emit light, they're doing a good job of keeping us in the dark.

[notimpressed] 17/2/2017 15:47

on a casual glance basis, the nanosys offering at ces was superior to
nanoco's presence by a country mile. it does n't matter how
good the product, without effective marketing it will flounder.

[luxaeterna1] 17/2/2017 15:14

Sooo, the question is, does the 'cold reactor' Nanoco process work out cheaper and more scalable than the Nanosys/Samsung production system?

[minsky] 17/2/2017 14:50

As usual - who knows what's going on. Nanosys claim they are supplying Hisense.
But who knows. Hisense could be dual-sourcing.

[wjs81] 17/2/2017 14:31

hxxp://www.flatpanelshd.com/news.php?subaction=showfull&id=1485257215

[howl01] 17/2/2017 14:30

Mr play - the Hisense uses 3m qdef (Nanosys) I believe (as does Sharp's 9000 series)

[wjs81] 17/2/2017 14:26

That's right notimpressed, you've been reiterating that same point on revenue in just about every post you've made since creating that rather witty pseudonym.

I think we all acknowledge your extremely valid point but in the absence of their sales ledger it's clearly going to be a waiting game.

[mr.oz] 17/2/2017 14:21

People getting excited about a Sept16 article and another a month old.

7-8million revenue coming soon ..... really?

[andycapped] 17/2/2017 14:15

I would think we'd be into the 2020's before QD's find their way into medical applications. It will be display that makes the money initially at least.

[mrplay] 17/2/2017 14:05

Check out chatter on lse. Looks like a Hisense tv release soon. If true why do nanoco never release info. This could be the first production model. Finally. But why do they stay quiet.

[onething] 17/2/2017 13:55

Think how many years it has taken to commercialise Display.R&D must continue into other applications, but it's fruits in the medical arena are far from ripe and are likely to be many years away still.

[notimpressed] 17/2/2017 13:48

wjs , you are correct, but without income from display
they will be facing an uphill struggle to survive.

[tonsil] 17/2/2017 12:54

did I see a sudden twitch in the corpse?

[wjs81] 17/2/2017 12:35

On the 10th Feb 2017, Nanoco registered all of the following domain names:
Nanocolifesciences.com/.co.uk
Nanocols.com/.co.uk
Medicalvivodots.com/.co.uk
Biocompatibledots.com/.co.uk
Biovivodots.com/.co.uk
Nanocovivodots.com/.co.uk

It's not just about the TV's, this is far from a dead duck......

[luxaeterna1] 17/2/2017 11:44

The only info I can find on Wah Hong shipped is the digitimes report behind the paywall. Headline self explanatory though.

hxxp://www.digitimes.com/tag/wah_hong_industrial/0014558.html

July 25th 2016: "Wah Hong Industrial to start Cd-free QDEF production in 4Q16".

I believe Taiwan use calendar year, so they may have been running for a month or so, barring some inevitable minor production delays.

[andrewbaker] 17/2/2017 11:16

Well, my sell order is there to catch the few optimistic souls still willing to back NANO at 45p. I'll still lose, but not so much, and am betting it'll reach 45p. before it totally collapses. Let's see what happens ...

[syd7777] 17/2/2017 10:51

Yes WH shares are now trading at a year high,there seems to be good news coming shortly for them.Up 8% on last trade.

[luxaeterna1] 17/2/2017 10:20

You're right, Wah Hong share price is up 20-25% over the last fortnight.

Wonder what's going on over there - leaky TV manufacturers expecting good news on new contracts perhaps?

[notimpressed] 17/2/2017 09:13

For now it looks as though whoever was clearing a line
of stock, has achieved their objective, as volume much lower today.
We need confirmation of orders to turn this stock around.
ME stated, backed up by Peel Hunt that revenue to July would be
circa 7-8 mill. 20 weeks left, if not achieved there
will be carnage.

[howl01] 17/2/2017 06:47

WH share price relevant? Couple of spikes and up above Nano license news..