Nanoco Share Discussion Threads

[notimpressed] 26/2/2017 11:57

from above

With that comment, let me return to Merck/EMD's Robert Miller, who told me that Merck is now producing some LCD materials with a continuous process. Chemical companies love that. - Ken Werner

does this mean cfqd or the film itself?

[tonsil] 26/2/2017 11:44

this was probably posted three months ago but it would still it seem worth repeating as it underlines the Merck seriousness re Nanoco

from Display Daily

Two weeks ago in this space I reported on an extensive conversation with Michael Edelman, CEO of the UK-based quantum-dot developer Nanoco (accent on the second syllable according to Edelman.) During that conversation, Edelman emphasized the importance of the licensing agreement Nanoco recently inked with the Merck Group.

I ended that column cautiously, suggested that the agreement would indeed be significant if Merck were taking the technology seriously rather than just putting a toe in the water (as certain Asian companies are known to do). I can now report that Merck is serious. Very serious.

The day before yesterday (November 22), I had a two-hour, face-to-face meeting with Robert Miller, Senior Business Manager for LC and Advanced Technologies Performance Materials at EMD Performance Materials (a U.S. Merck subsidiary located in Billerica, Massachuseets). Miller made it clear that what he would say had been approved by Merck in Darmstadt and was very much on the record.

Nanoco CFQDs

Merck expects to complete the transfer of Nanoco's material and manufacturing technology by the end of 2016, and then quickly move on to develop volume manufacturing processes. The company is considering where it would make the most sense to build a volume manufacturing facility. Merck feels it understands the required processes very well, and they are suggesting a schedule for building the plant that is so aggressive I won't repeat it.

Merck and Nanoco are not the only quantum-dot companies in the news this week. Two apparently independent sources report that Samsung is acquiring quantum-dot and quantum-dot-optic maker QD Vision. I have not spoken to either of these sources directly and, at the moment, I would prefer to characterize this as a well-sourced rumor rather than a confirmed story. Still, it is logical.

QD Vision and Samsung?
QD Vision has been going downhill fast, but it has important IP relevant to quantum-dot materials that can be deposited (some day, perhaps) directly on LED chips. Even more interesting, QD Vision has been the leader in developing technology for exciting quantum dots with an electric field (as is done with OLEDs) rather than by photo-excitation as is done in today's quantum-dot-enhanced backlights. Such QLEDs -- the name has been patented by QD Vision -- is today's favorite candidate for the "ultimate display."

Samsung has never really felt that OLED-TV was ready to be a commercial product. They were led to the water's edge a couple of time as a result of the pressure from LG but they always backed away in time. During the most recent return to sanity, earlier this year, Samsung said they would develop advanced LCD TVs until QLED was ready.

A TV technology roadmap/timeline seems to be developing with interesting consistency across several sources: 1) quantum-dot-enchanced backlights (now), 2) quantum-dot color "filters," and 3) QLED television displays (perhaps 10 years from now).

A Samsung acquisition of QD Vision makes sense, but let's wait for an official statement before we say it's real.

With Merck/Nanoco not yet in production, Dow Chemical/Nanoco still not in production 3½ years post-agreement, and QD Vision nearly out of the TV picture, Nanosys is now left with over 90% of the quantum-dot market and seems to be making the most of it.

QMC is a New Name
Quantum Materials Corp. (QMC) has a respected new CEO in Sri Peruvemba, who knows his company must overcome a legacy of shifting strategies and unfulfilled promises. Peruvemba seems genuinely optimistic, with the optimism based on developments he can not reveal. Yes, I know. But when there's a story to tell, we'll tell it. Given that I know very little about QMC's current materials set, I am left with the feeling, at least for now, that the company's continuous reactor processing may be it's biggest asset. Everyone else makes quantum does with a batch process.

With that comment, let me return to Merck/EMD's Robert Miller, who told me that Merck is now producing some LCD materials with a continuous process. Chemical companies love that. - Ken Werner

[tonsil] 26/2/2017 11:38

This article discusses the IP of Nanoco which does not seem so strong in the right areas to me.
Also not sure how the Kodak stuff supplements it.

Any tech gurus care to comment please?

[notimpressed] 26/2/2017 11:35

from the link above

"In the background were Nanoco (Manchester, UK) and Quantum Materials Corporation (San Marcos, Texas), two companies that seemed to be in permanent "development stage."

this is the core problem with nanoco, and the company pr, by being silent
on the topic do not seem keen to dispel the perception.

also from the link

"And that left Sri Peruvemba, the new CEO of Quantum Materials Corp. (QMC) saying, rather apologetically, that good things were happening but he couldn't talk about them yet. Now he can".

now where have we heard that before? ME perhaps?

the only difference being QMC have broken cover, whilst nanoco have no substantial news.

the concluding paragraph is interesting

Peruvemba continued, "Our plan remains to begin shipping commercial quantities of quantum dots in the first part of 2017.”

There is still time for nanoco to pull a rabbit out of the hat
but remember time and tide wait for no man.

[ih_169538] 26/2/2017 00:24

I think you are well aware that the only commercial cad free display available is made by Samsung with cad free material currently supplied by Hansol.The market is wide open and we shall see who's next to enter it.The current spike in volume and share price for QMC is an indicator that big money is coming in for a reason and I would say that QMC has something ready to sell based on their CES PR.Follow the money ! It's why the Chinese doubled down on QMC ASIA.Billionaires don't double down to throw away money!

I'm just here seeking the truth !

[kuss1] 25/2/2017 23:47

Crunch55, so can you give the names of commercial products available on the market using Qtm tech. No need to post those quotes, which read worse than anything ME could write. It's a simple question.

[mr.oz] 25/2/2017 23:19

Kuss., thought you had died
Maybe you can resurrect this share?

[ih_169538] 25/2/2017 20:55

"Qtm has evidence of financial support but can neither produce cadmium or cadmium free in volume for a commercial product."

To correct you they have shown both already.

hxxp://www.qmcdots.com/press/press61.php

We are excited to present our QD display film to leading display manufacturers at CES seeking to incorporate advanced quantum dot technology into their TV, monitor and mobile device offerings,” said Quantum Materials CEO and Chairman Stephen B. Squires. “Our heavy metal-free display film affords display designers the ability to create brighter and more vivid wider color-gamut devices, while fulfilling environmental mandates to restrict the use of heavy metals in consumer and professional electronics.”

“Due to relatively high cost, implementation of quantum dot display film has been heavily weighted to the high-end display market. We believe Quantum Materials Corp’s low-cost high-volume quantum dot manufacturing approach will enable the enhanced viewing experience made possible with quantum dots to be enjoyed by consumers along a much broader range of price points,” said Toshi Ando, Quantum Materials Corp Senior Director of Business Development

hxxp://www.qmcdots.com/press/press.php

Both facilities will utilize Quantum Materials Corp’s proprietary high-volume continuous-flow quantum dot manufacturing technology to produce heavy metal-free quantum dots in consistent and scalable volumes. Embedding quantum dot production regionally will allow QMA to customize QD characteristics and optimize manufacturing efficiencies and supply chain logistics to meet the needs of major display component manufacturers in the region. Construction on both facilities will start in the third quarter of 2017.




I'm just here seeking the truth !

[kuss1] 25/2/2017 20:11

There are no commercial products with cadmium free apart from Samsung, who use a batch system of production via Hansol. The only cadmium free products have been from LG some years back, and the new prototypes from Hisense, phillips etc using Nanoco's quantum dots this year at CES.

Nanosys are still unable to produce cad free. Qtm has evidence of financial support but can neither produce cadmium or cadmium free in volume for a commercial product. They will face the same years of difficulty ahead.

The industry gathers pace though.

You are foolish to try to value Nano on profit metrics etc. It's a highly specialised company with extensive IP. It's returned to a level of valuation from the spike from the Dow deal which hasn't materialised yet.

[notimpressed] 25/2/2017 18:44

crunch, the market is expanding, hopefully accommodating
multiple players, but agreed as it stands nano do appear to
be lagging on the path to commercialisation. However
it is a new tech and there is no precedent to gauge progress.

[ih_169538] 25/2/2017 17:39

Actually the yanks as well as the chinese are taking interest in Quantum Materials Corp not Nanoco.I am just here seeking the truth !

[poopsun] 25/2/2017 16:47

OK so I'll bite on this one; what are the possible outcomes for the future of NanoCo if ME leaves/removed/no longer in position?

[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.