Nanoco Share Discussion Threads

[howl01] 24/2/2017 12:09

Few more this morning for me at 38.61 - that's about what I paid on my original purchase early 2016 - happy to sit back and see what plays out now.

[wjs81] 24/2/2017 12:06

On what basis do we assume this? It's just more unsubstantiated negativity. Agreed - they haven't been particularly forthcoming with press releases, but did Peel Hunt put their finger in the air and come up with a figure? I doubt it.

[luxaeterna1] 24/2/2017 12:04

The Dow / Dupont merger, while I can understand why that might tie up some capital and legal representatives. They barely seem bothered about using the 400kg supply they already have, yet alone using the Dow/Dupont merger as an excuse not to expand.

If you had orders for 2000kg of QDs, you'd expand the line, who cares about the merger if you can make solid cash.

Unless of course there is a valid reason why they're all staying so quiet. There is either nothing going on, or they're staying quiet to avoid IP wars, while Samsung and Nanoco silently buy up the Kodak/QDV/Nanosys IP. It's always tricky with new tech getting ahead of your competitors. For all we know Dow are shipping plenty of product (I suspect not yet).

[notimpressed] 24/2/2017 11:28

can we assme that the figure of £7 to 8 million revenue for y/e july 2017
has disappeared. if so how is ME going to explain it.

[davr0s] 24/2/2017 11:22

No manipulation or MM games just absence of any revenue visibility means no buying pressure and more selling pressure - the price can't hang at 40p+ forever without any progress on hard business being done - l and I am assuming that no news on this means there isn't much of a story to tell still which is astonishing after all this time. Still as a poster said earlier there is always CES 2018 to look forward to!

[notimpressed] 24/2/2017 11:11

roadster regarding pi's, assuming a lot are holding through
Hargreaves landsdown, given their percentage has n't changed much
according to the share holder analysis on nano's web page, would
suggest the contrary.

[roadster750] 24/2/2017 10:46

my view fwiw is in the absence of any revenue the share price has been walked down between the mms in an attempt to shake out as many pi s as possible notice the ii s have held, ME either knows he is toast hence his mega share sales or he considers the future to be so lucrative his sales are small beer, I think us long term holders will know one way or the other in the next few months if we have won or lost.

[howl01] 24/2/2017 10:08

Here you go Andy -

[notimpressed] 24/2/2017 09:55

strange happenings occurring with this stock, high volume to no
volume, not one for conspiracy theories, but maybe some posters
on here are right that the price is being massaged for whatever reason.
a sure fire cure would be evidence of revenue. as stated before the bod
could do a lot more in communicating more and keeping holders
informed of developments.

[andycapped] 24/2/2017 09:49

Couldn't find mention of Nanoco at the conference link, and what's all this about Merck?

[syd7777] 23/2/2017 21:07

No doubt a delayed Merck board meeting tomorrow,and I hope they discuss the way forward with QDs,QLED,Nanorods.The announcement for a DOW type factory seems to have faded,but rest assured they will eventually make a decision over the future for them in nanotechnologys.Its nice to see WH and QMC at years highs.Nanoco should and is most likely follow that trend.

[howl01] 23/2/2017 19:16

Another conference presentation - this one 2nd March

[ih_169538] 23/2/2017 18:25

There is no qd in the nanotech cell tech from LG.It's been covered before.

[enteleon] 23/2/2017 17:28

Howl01- As usual, your comments are very balanced and thoughtful.

Thanks also to petepitstop reminding us that we have to await results in April.

I do share some of your pessimism, Howl. Over a two to three year horizon, Nanoco is looking like a one-trick-pony ie:Display. Nano are clearly interested in the high-margin medical imaging (hence Nano buying into life-science website domains) but this is several years away. Nigel Pickett has also been working on solar patents, but this angle has been terribly slow in the coming. Soon after its IPO in May, 2009, Nano announced a partnership with Tokyo Electron with regard to solar panel developments, but, as with Osram and lighting projects, this appears to have bitten the dust.

I have also heard that development of the Atomic Layer Deposition is agonizingly slow and expensive- this, I understand, being a prerequisite for QLED.

On the optimistic side, I listened several weeks ago (on Bloomberg) to one of the senior equity strategists at Needham (they of the Needham Growth Conference). He was very balanced and explained Needham's strategy of very patient contrarian buying- a genuine investment approach, not tainted by fast-buck trading. Looking at the daily share-price action, I detect a mid-morning to noon dip and then a modest recovery. It is purely my conjecture that there may be some (possibly US) position building, facilitated by nervous investor selling. The general market uplift is bound to persuade some folk that their money is idling in Nano shares, therefore why not catch some better and faster trains. There is evidence of some support at 38.5p over the last eight days and there should be very solid support at 36p odd.

It is always so difficult to make clear judgements about Nano. They are somewhat dysfunctional and they lack clear vertical integration with one or more actual TV producers. Their relationship with WH may hopefully change that. Dow appears completely unmeasurable and always has been. Let's hope their merger with DuPont (due end March) can focus their strategy. Merck could get very interesting, but the politics in both the US and Europe look uncertain.

I'm hanging in there by seat of pants- the Nano ride has never been easy !

[howl01] 23/2/2017 16:48

Couple of other positives come to think of it: Dow's own R&D - on chip and colour filter and nanoco patents filed for chip on board related application (ROHS exemption doesn't apply to lighting) ;)

[howl01] 23/2/2017 16:29

Agree Mr Oz - jfacwc - the ROHS exemption is due to expire in July, this has been THE stumbling block in early adoption for nanoco - other more mature tech and relationships exist. Attempts to enforce this ban are being frustrated through legal means and dubious commissioned assessments hence nanoco's focus on getting the message out there by whatever means they can. TCL/CSOT looks the most likely source of a commercial deal to me at the moment via WH. Fors: The specs quoted by TCL and nanoco match exactly, Cad-free claims in marketing, WH are an established CSOT supplier, release dates around mid-year, prototypes demonstrated. Against: cadmium film used in CES exhibition sets, TCL unreliable on specs and release dates of sets. WH/nano capacity very low. Again I think it goes back to the rohs exemption - TCL, Sharp, Hisense etc will continue to keep some interest in cad free to move on it when necessary but in the meantime seem to be comfortable with established supply. qds also appear to be prohibitively expensive still - I was disappointed at CES to see only the flagship sets by all manufacturers utilising dots. I stay invested because I believe the IP is more valuable than the market appears to believe at present, I'm more pessimistic on commercial success now. I can't see much positive at present to add - a very tenuous link to another film manufacturer possibly - MacDermid Autotype.

[jfacwc] 23/2/2017 16:17

would the II's not have something to say? Or are they in on it too?

[petepitstop] 23/2/2017 16:14

I am a great fan in dealing just with the facts, not conjecture. The revenue facts for H1 will be declared in April. Then there will be no hiding and decisions by the shareholders, employees and management can progress based on the evidence declared and the forecasts made for the future. The forecasts involve a great deal of trust and that is the way it is; that is the stock market for you.

[mrplay] 23/2/2017 15:45

Sorry for boring people. IF we have big factory Dow, Merck Building. Better scale process. why is share price so low? Just a little news would sky rocket? Only good thing about low share price is low buy out. So would i be wrong to think that it is purposely being lowered by nanoco to either go private / buy out after "stealing" PI's money from exaggerated leaks/news about samsung/LG. If nanoco were worried of a buyout they could release some news and share price would be higher meaning higher buy out. Really don't understand.

[jfacwc] 23/2/2017 15:40

mr.oz, I'm sure you'll not be going anywhere soon..!enjoy all of your comments anyway...

[mrplay] 23/2/2017 15:37

May 2016 9 months ago. around 6.50 mark - Its a great question. One of the challenges investors have had over the past couple of years is lack of news flow. huge amount has been happening at nanoco. The business is driving forward very aggressively. In our other sectors and with Dow in display. Because of the relationship with dow its been very difficult for us to speak about anything in the display market. now that we have moved from exclusive to non exclusive we can be more open, not about the stuff concerning dow, they always have the say the other things. I think investors should be looking for is the dow relationship working, first royalty checks. royalty is coming in we get paid quarterly in arrears. dow facility is up, running and sampling qualification materials to major oems. So expect commercial sales soon and royalty coming in. New agreements more licenses and sales.....

[jfacwc] 23/2/2017 15:14

The only news they [nano] keep flogging is the dangers of Cadmium.
Yet another tweet on this subject today (anyone read them?)

hxxps://t.co/9aSmOxyHr5

all very honourable, but the odd tweet about sales successes would be handy.

[mrplay] 23/2/2017 15:07

Dow must be doing something? apparently nanoco is very scalable which is a plus over rivals. Dow and Merck the big boys BIG BRANDS domination etc. Wah Hong (TPV)is taking stock from runcorn to distribute to TCL, Hisense and Philips. So these three brands are considered the small fish? Working with several tv manufactures?????. You listen to what nanoco say and you think. Firstly i want to see a tv to see how great it really is, if nanoco;s process is really that good. Why do we not have a single tv out if we have a great process that is easy to scale up production. If Wah Hong is just from UK stock what are DOW doing. Sounds like they have everything ready to start world war 3 the TV years. But still silence. They know if they keep news quiet share price goes down. They hint something is happening but won't ever say. Does anyone else remember when dow went non exclusive. Mike stated we have had so much great news we wanted to share and now we are no exclusive we will be updating much more frequent. Even news that runcorn are supplying from own stock is crazy. Nothing makes sense.

[onething] 23/2/2017 14:07

It is tempting to regard 40 as a solid floor. Just look at the 3 year chart. However I have often been horrified to realise that any stock can halve in value and halve and halve again from any price. Especially when a company has not demonstrated any kind of sustainable revenue stream that can shore up the valuation. The current trend is a shallow erosion as we wait. It will soon be time to start speculating about Christmas TV sales and if that fails then that old CES chestnut next January.