Nanoco Share Discussion Threads

[notimpressed] 25/2/2017 16:42

it says he sold stock, but does n't elaborate, unless I have missed something
On the positive side it indicates the yanks are taking an interest in nanoco

[mrplay] 25/2/2017 16:09

Article on ME dumping stock. He wont last long - hxxp://dailyquint.com/2017-02-22-nanoco-group-plc-nano-insider-sells-13401-38-in-stock/

[notimpressed] 25/2/2017 14:14

I suppose realistically peel hunt being one of the larger mature
broking services operations, must be given some credibility
for their forecasts regarding nano's future earnings.
The previous interim results were announced on 12th April last year.
so 6 weeks to wait, if this years are around the same time.
Can only hope that some indication of earnings are published.
it is just the nagging doubt, backed by plummeting share price that
is making everyone jittery, partly driven by the suspicion that
the larger shareholders have access to far more share related
news than the rest of us. but contradicting that idea, is the fact
(as far we know)the major holders have not substantially reduced their
positions in nano, which would suggest they regard the long term
outlook as positive, all very confusing not helped by nano's refusal
to be more timely with company updates, not just a diary of future
seminar events.
Of course we also have the conundrum of ME dumping stock.
which does raise a big question mark.

[mr.oz] 24/2/2017 21:15

And they should tell the market any material inaccuracies in their guidance

[notimpressed] 24/2/2017 21:08

wjs ME said it backed up by peel hunt rep

[wjs81] 24/2/2017 20:42

Notimpressed - Did ME or Nanoco state that officially or are you basing it on what was said to Syd at the AGM? It's difficult to doubt it based on credibility of information if they haven't outwardly claimed it - I think only Peel Hunt have formally done so. Again, I may be wrong.

[syd7777] 24/2/2017 20:09

Notimpressed we could talk forever about scenarios and speculations,there is that big problem from Nanoco not providing news.

[notimpressed] 24/2/2017 19:46

syd if hansol can't meet demand what is to prevent them constructing another
facility to meet the demand. they only have to replicate the existing design

[notimpressed] 24/2/2017 19:40

wjs, at the agm ME stated expected revenue to y/e july 2017 would be 7 to 8 million.
this was corroborated by the peel hunt rep.

[ih_169538] 24/2/2017 18:32

Well there are other mass producers of cad free they can get it from besides Hansol.It appears Nanoco has an "alternative" tech to Samsungs and now are positioning themselves as competitors.Pretty bold comments.I'm just here seeking the truth!

[howl01] 24/2/2017 18:31

Thanks Syd - you seem to suggest that Europe is somewhat undemocratic and under the control of multinational corporation's lobbyists - surely not?! ;)

[syd7777] 24/2/2017 18:10

How1 I was with my local MEP 3 weeks ago and have been with her on other events.She is also the Vice Chairman of the party.The situation in Europe over Cadium is all for a ban and in time it will be fazed out from TVs.The Giants like Merck who have taken up CF need to protest further,which might see environmentalists take quicker action.

[syd7777] 24/2/2017 17:52

Crunch if Hansol can't meet the demand for supply then I'm sure a duel supply strategy will need to be in place.Im surprised Samsung has not all ready implemented that.

[roadster750] 24/2/2017 17:46

The meps are already in favour of a ban and voted for this by an overwhelming majority, but as we know the unelected and undemocratic euro commission simply ignored the vote.

[petepitstop] 24/2/2017 17:39

I have been writing my private investment journal for over 7 years now and I am in the middle of my 27th quarterly report to the end of March 2017. I am happy to divulge my latest paragraph.
'NANO's QDs are incredibly lightweight products and again that is one of the reasons why I have persisted here despite being down over 50%. I also like to follow the 'brains' rather than the 'money' and the top brain and the key employee seems to me to be the co-founder, Dr. Nigel Pickett. He is now the Chief Technology Officer (CTO) and still owns over 4.5% of the company with shy of 11 million shares. It says on his piece on the company website that 'he has a passion and experience in taking work from the academic bench through to full commercialization'. He is also the the inventor of QD scale up technology, the author of 70 academic papers and 150 patents and pending. I hope he is highly successful here because I would like to share in that success. We will know soon enough how the commercialization is developing as the H1 results are out in April; crunch time.'

[howl01] 24/2/2017 17:29

Maybe setting up a petition to the mep regarding enforcement of the cadmium ban would be more proactive - Syd is this not your field? A bit of political activism!

[tonsil] 24/2/2017 17:00

How about some scouting around the HO and Runcorn. I'm up for it if anyone cares to join me. I don't fancy doing it alone tho'.

[ih_169538] 24/2/2017 16:22

How about a supply contract ?..never mind revenue discussions.Seeing how Samsung are now the competition that rules out Syds rumored deal with them I guess.

[wjs81] 24/2/2017 16:12

I don't believe Nanoco have ever claimed their revenue will be £7-8m, was this not a projection from Peel Hunt? Nanoco haven't, nor are they obliged to, declare every strand of revenue as they generate it. I'm happy to stand corrected on that.

Besides, £7-8m is for the year ending 31 July 2017, not the 6 months to 31 January. Intuitively, you would assume revenue will be greater in the second 6 months, but I agree it should be far more of an indicator than we've previously been given.

[minsky] 24/2/2017 15:54

say Wah Hong had received a £5m order from TCL for qdot film last year. Would Nanoco wait until March / April to tell us in the half year accounts? Or is that share price sensitive information that has to be released immediately?

[notimpressed] 24/2/2017 15:17

The problem appears to be one of credibility. To many false Dawn's ie
Dow to supply lg, Dow talking to Samsung etc that confidence is whittled away. The big one being revenue of 7-8 million
Y/e july 2017. I believe April is the time nano should declare the revenue.the problem being is if it does n't materialise, which given the track record is always a possibility

[wjs81] 24/2/2017 14:29

Completely agree jfacwc. The revenue situation, in the absence of updates, remains a neutral situation until the half-year accounts are released. In the meantime some posters seem to be contributing only unsubstantiated negative speculation.

There is definitely £500k income that was deferred from last year. There were also £2m worth of invoices 'raised' last year so you'd hope that would increase. Peel Hunt have to apply some reasonable level of prudency in applying their forecasts.

[jfacwc] 24/2/2017 14:05

surely there is revenue, with licence agreements, (at least 2 million), royalties, some sales. They haven't actually been standing still, even if quiet.Why always so doubtful? Need better reasoned judgements.

[minsky] 24/2/2017 12:26

Without revenue or a cash call this calendar year they're not going to be around to exhibit at CES 2018. They must be on around £9-10m cash just now, with a burn rate of around £9m p.a. A cash call at this level, of say a further £20m would represent a serious dilution. We all know this is a jam tomorrow company but there are doubts as to whether it is even just about managing today.