Nanoco Share Discussion Threads

[howl01] 18/3/2017 11:47

Andy - I'd say everything pivots on the decision to extend the exemption or not - not least near-term adoption by the Chinese, Merck production facility confirmation and Dow production ramp. The value of the company diminishes by the day as competitors advance their own technology. I don't know that it's so much an issue of cost advantage from Nanosys/3M, rather they have the established relationships, reputation, development, security etc etc. Reputation is everything in the chemical world and nanoco has yet to prove itself. Dow the enigma as always - to me it appears they have maybe ignored the QDEF phase and focused the on on-chip and QDCF development.?

[andycapped] 18/3/2017 10:20

An interesting letter Howl01. The tone of the letter does come across somewhat that unless the exemption is removed, CFQD is perhaps uncompetitive on cost grounds?

Nanosys have a large production facility, and with their 3M partners, it's a potent competitor.

[notimpressed] 18/3/2017 09:47

andy re post 10595, there is no logical reason why nano
would not be shouting from the rooftops if phillips were using
nano product.

[sd_anon] 18/3/2017 09:47

Noticed on the John Lewis website, Samsung QLEDs available from 29th March. I know they're not Nanoco dots but still positive to see the QD display industry as a whole develop. Philips 8 series launching at IFA in September.

[andycapped] 17/3/2017 22:36

Phillips QD TV shown here.



Whose dots are they using?

[howl01] 17/3/2017 20:16

Interview focus on oled but QD 8 series discussed towards the end

[robotface] 17/3/2017 17:05

They would have to have someone to sell it to.

[notimpressed] 17/3/2017 16:44

lux if they are operating 24/5 that would equate 7/8 per shift by
my reckoning, allowing for rest days hols etc. please feel free to correct me.
do you have the link for prod staff.
assuming they are actually in production.

[luxaeterna1] 17/3/2017 15:54

According to Linkedin, the production team at Nano are now greater than 20 staff. For a mostly automated process with dwell periods, that seems a large number of staff who presumably are performing real tasks. Wonder how much they can make.

Rumours indicate up to 500kg pa from Runcorn, I assume they are not at full speed, 200kg would provide around £7m income and that figure has been fluttered around the markets expectations.

[notimpressed] 17/3/2017 14:49

sneaking suspicion we are in for another play your cards
close to your chest selling day. it will be interesting to
see the share holder analysis at the next update. the best outcome
would be HL percentage down, as I assume they represent the PI's and insti's no change, but somehow I don't think it will pan out that way.
not because I want to see pi's stuffed but if the ii's were holding
they must believe in the company.

[minsky] 17/3/2017 14:05

I can't be bothered going back over the past 8 years to work out what their revenue has been but it can't be much more than £10m, much of it R&D tax credits.
So they've spent £74m of investors' money since listing.
At least the directors have been able to buy nice things with it.

[notimpressed] 17/3/2017 13:15

they can have all of my shares for 105p

[andycapped] 17/3/2017 12:35

Apple coloured yachts!

[roadster750] 17/3/2017 12:25

Is it, Mike had six apples.

[minsky] 17/3/2017 11:49

Here's a little 11-plus type question:
2009 A company lists on AIM to raise about £20m
2011 It issues a placing for £15m s(16.7m shares at 89p)
2013 It issues a placing for £19m (6.4m shares at 157p)
2015 It issues a placing for £20m (19m shares at 105p + lists on FTSE)
What is next in the series?

[pugugly] 17/3/2017 11:34

May have already have been posted but fyi.

Samsung’s New Quantum Dots Serve Up Some Tasty TV Colors

"extract "Samsung also claims its revamped dots are cadmium-free, an important environmental benefit. Cadmium-based quantum dots may be able to produce a wider color gamut and improved energy efficiency, but cadmium is a toxic material.

Granted, the first few generations of quantum dot TVs looked more like neon signs, with colors you might call too punchy. Reds and greens in particular were prone to oversaturation. What’s more, excessive heat, humidity, and oxidation could over time snuff out the dots’ glow. Samsung worked with quantum dot companies to revise the tech in the new sets, placing each dot in a protective metal jacket. Each dot now has a metal core, helping improve stability. "

Hve not followed for some time - so everyone may know whether these are ours or their own - Can anyone advise please ?

[euroto] 17/3/2017 10:10

British Bulls

[stun12] 17/3/2017 09:49

Sorry, who is BB please?

[notimpressed] 17/3/2017 09:09

BB have nano as a buy

[syd7777] 16/3/2017 23:43

Those off you who remember my Leprechaun will no doubt take heed!

[ih_332411] 16/3/2017 19:30

Nanosys and Exciton Technology Partner to Accelerate Adoption of Quantum Dot Technology For Displays in China

hxxp://www.nanosysinc.com/press-releases-archive/2017/3/16/nanosys-and-exciton-technology-partner-to-accelerate-adoption-of-quantum-dot-technology-for-displays-in-china

[roadster750] 16/3/2017 18:41

majority shares traded today at the bid price so the mms decide to walk the price up
LOL ; )

[onething] 16/3/2017 10:45

It's not notification of position changes or posting of large trades that affects the price, it is the transaction(s) itself that does it. So a late reported trade or short position change (typically 2 days later) may be of interest, but the effect of that trading is already in the price. It can explain a large price drop/rise on little apparent volume in a previous session. Tardy reporting of significant share transactions are all within the rules. No point getting upset by it, just be aware and work with it. It's not going to change anytime soon.