Nanoco Share Discussion Threads

[bagpuss67] 09/3/2017 17:49

The board might be interested in the part of the Dow blog on CFQD. Seems bullish on the ROHS outcome. Sorry I can't copy it across now.

[ih_169538] 09/3/2017 16:39

Syd...The Chinese will steal your IP !!..just ask BigE all about it.Why would Nanoco want a piece of the Chinese market? They still havent got a piece of any market ?

hxxp://www.chinalawblog.com/2016/09/the-china-fake-investment-scam-does-that-chinese-company-want-to-invest-in-your-company-or-steal-your-technology.html

[notimpressed] 09/3/2017 16:35

andicapped, they can't dump them in one lot, it would absolutely
trash the price, instead they drip feed into the market.
As an examplea at roughly half a million a day it would take 38
days for RG to dispose of his holding.

[ih_332411] 09/3/2017 15:49

hxxp://www.led-100.com/news/2017/3/2017_1_15662.htm

[mwwh] 09/3/2017 15:38

That is, projected 2017 demand.

[mwwh] 09/3/2017 15:34

I have long wondered if Dow gave up exclusivity so that they could produce Hansol QDs. Is this permitted under the new agreement? Nanosys PR implies that Nanosys and Hansol are capable of meeting most of the projected worldwide QD demand by themselves. This said, the notion that a larger investor is dumping shares conflicts with the fact that, as indicated by the daily charts, greater volume is occurring during price upswings.

[andycapped] 09/3/2017 15:12

If I saw tens of millions of shares being dumped, I'd be concerned, but it isn't is it?

If the II's thought this was a company going to the dogs, they'd be dumping shares big time, but I don't see that happening.

[notimpressed] 09/3/2017 14:03

wjs81, I can only comment on what is happening. Nothing to do with
manipulation or negative sentiment, but given recent trading
volumes and price reaction it points to a large holder divesting stock.
the question you have to ask, is why?
Given they have far more access to market sensitive data, and inside
information, the prospects for a substantial recovery in the sp
looks less and less likely.

[mrplay] 09/3/2017 14:02

In the last 3 years, Of what Mike has said in interview, video interview. What has materialised? Lets take the last year. We are close to finalising the deal with "the big S". Dow is operational? Will understand share holders are upset at lack of news. We will not need to raise any more cash... - Crunch time is now. The share price is the lowest. If they have not made sales they have no cash. No one will give them 9-12 Million for nothing. If they have made sales why can they not report they are now in production, no need to say who but what stops them from saying we are now in production. People are guessing that they are supplying TCL. All guess work because we have no information from the company. It is not little ol me making the share price drop, Its Mike, he is not doing his job. Big holders of the company are shorters. He is letting them WIN. Trust me nobody expects 34 or 25 or 20p until it happens. I never thought it would ever get to 38. More fool me. Shorters win again.

[onething] 09/3/2017 14:02

The problem with a plateau at the lows (i.e. bumping along the bottom) is that the share price is showing no upward presssure, is therefor weak and is susceptible to a further fall. Bouncing repeatedly of the low is a much better sign.

[wjs81] 09/3/2017 13:44

With the greatest of respect Mrplay, yourself and notimpressed seem intent on repeatedly regurgitating historic patterns.

I think every person on this board fully acknowledges Nanoco's shortcomings to date in terms of communication, getting a product to market and potential cash flow timing issues.

But future prosperity isn't going to be dictated by what happened last year or whether ME once lied. It's gonna be cold, hard figures of which we have no indication either way of what's coming next month or in the autumn.

So I'm not sure it's adding much value to the thread by repeatedly posting unsubstantiated negative conjecture.

The share price has had plenty of opportunity recently to dip well beneath 40 and it hasn't yet - why is it suddenly going to drop to 34? Shades of Slippy's insistence that we were heading down to 25, still waiting for that.....

[wjs81] 09/3/2017 13:11

Mrplay - so in answer to my question, that's a no then?

[notimpressed] 09/3/2017 12:21

this is looking decidedly dodgy.
and still we wait in silence.

[andycapped] 09/3/2017 10:17

Regarding TCL. perhaps they're dual sourcing, or perhaps Nanosys are able to produce a bit cheaper. Maybe the TV's will be made with cadmium free for one market and cadmium dots for another?

I think we all know that Nanosys are much better at PR than Nanoco (not hard I know) and they're also partnered with 3M and I believe 25 ton processing facilities.

Nanoco have far less, and although there is Dow, none of us here knows what is going on there.

[andycapped] 09/3/2017 10:09

I think the IP of the company alone is worth more than the company value based on the present share price, so I'm not overly concerned.

I can understand the concern of those who purchased shares at considerably higher values.

The management team have not lived up to their promises of greater transparency of operations. Investors were assured of this upon the renegotiation of the Dow contracts, but apart from the initial licensing to Wah Hong and Merck, there's been very little information forthcoming.

[mrplay] 09/3/2017 09:43

Wjs81 It is simple, Mike has lied. People have realised, the price has dropped. Nothing reassuring has been released. We know if they have not made sales they will not have cash to continue. No RNS to state any sales. So what option's do they have? loan or dilute the share price again and again. Because of no news. People do not want to be left with nothing. I NEED the share price to rise. I want it to. The shorters have destroyed so much. It is actually really depressing that they are allowed to get away with it.But without Mike actually doing what he says we are stuck in limbo and the price will always go down.

[wjs81] 09/3/2017 09:23

Mrplay - Absolutely anything to substantiate that prediction with?

[minsky] 09/3/2017 09:08

So both Nanoco and Nanosys are claiming the TCL X2 and X3 models.
Nanosys dots were used in the TCL X1.

[mrplay] 09/3/2017 09:06

Next drop mid 30's then low 30's. Unless Mike is shipping this will fall quicker than 105-45

[ih_169538] 09/3/2017 00:12

Regaurding cadmium and Nanosys

hxxps://hdguru.com/nanosys-new-quantum-dot-4k-ultra-hdtv-flavors-on-the-way/

[robotface] 08/3/2017 20:08

Another day another conference



Nano representative has impressive CV.

[onething] 08/3/2017 18:44

If you invest in a company you become a part owner of that company. If you then find it impossible to come by any reliable, verifiable and understandable information about how that company is getting on (for years on end) you have to question very seriously on what basis you are remaining as a part owner in that company. This is how I see Nanoco.There are huge uncertainties here, from the outcome of Cadmium legislation, whether the product is commercial grade yet, whether anyone can actually use it in a manufacturing process, whether it really does make for a better or cheaper television, whether competitors have stolen a march on Nanoco, whether the MD is an asset or a leach, whether Merck and Wah Hong really mean it or are just hedging their bets, on and on.And on the plus side?Bring on those results. But don't expect much enlightenment.

[ih_169538] 08/3/2017 15:47

Can anyone point out ehere or even if the film is being shown as s product on Wah Hings web site ?

hxxp://www.wahhong.com/english/en_product_n.html

[wjs81] 08/3/2017 14:38

I suspect the financials won't tell us an awful lot.

Even if we assume the £8m figure to be accurate, the bulk of that will relate to the second 6 months of the period when production ramps up.

Revenue of £2-3m for the first 6 months might be an indicator that things are finally moving, but is it enough to convince the market that there is vast profitability to follow? Perhaps there are still too many question marks for that. That might explain the lack of movement.