Nanoco Share Discussion Threads

[notimpressed] 23/3/2017 12:36

its all getting very confusing, easily resolved
by a definitive RNS statement from nanaoco.
perhaps if the authors of this report could be
contacted and give details of who and when
the nano person who refuted the reports findings
contacted them it might have more credibility.

[mwwh] 23/3/2017 12:28

In an article dated today but written subsequently to CES, Nanoco continues to defend Samsung and insist that "its CFQDs are currently being manufactured by Dow Chemical for displays, in addition to production being done at its own Runcorn facility. The company added this it also has plans for Merck and Wah Hong this year."

hxxp://www.digitimes.com/news/a20170321PD201.html

[notimpressed] 23/3/2017 12:27

from the sage of Omaha

"Another expense that he pays attention to is research and development (R&D) costs. Often, what seems like a competitive advantage is the direct result of a patent or technological advancement and if that patent expires, or the technology becomes obsolete, the company may lose its competitive edge. As a result, the company may need to spend a significant amount on R&D to invent new products and this can affect profitability negatively. Buffett believes that firms that have to spend heavily on R&D have an inherent flaw in their competitive advantage, and therefore he generally steers clear of them."

of particular relevance to nanoco

[roadster750] 23/3/2017 12:26

Dow facility shown in various presentation images, just across the way from Samsung.

[jfacwc] 23/3/2017 12:07

there were a lot of 'currently's' in that statement, together with 'continuing', 'expected', and 'beleive'.all looking rather important, but without actually being so.the news silence will surely remain.

[mrplay] 23/3/2017 11:37

Even if we did receive a RNS regarding update, it will probably be a load of cow pat. Looking at a RNS update from july 2015 - Michael Edelman, Nanoco's Chief Executive Officer, commented: "We are continuing to make excellent progress with the commercialisation of our technology in the display industry and are currently working with 11 display OEM organisations in Asia and the US. The Dow mass production plant in Cheonan, South Korea, is currently being commissioned and we look forward to the start of commercial production from the plant. - Dow has completed construction of the plant and is currently commissioning it ahead of customer sampling expected during Q3 2015. ------ April 2017 we now believe we have one OEM that might sign a contract, we are currently in the process of sending a sample.

[jfacwc] 22/3/2017 23:47

slightly over the top Onething?There are such things as dividends, perks, rewards.... plus companies like to show off to shareholders of all types. & Pi's help the movement in the sp, etc..probably summarises nanoco's current views pretty well though.

[onething] 22/3/2017 23:33

Unless you have taken part in a placing or other form of fund raising such as the IPO then your shareholder 'funds' will have simply gone to the previous owner of your shares. Very very few private investors will have directly funded the company and are unlikely to do so in any future funding round. A fact that is not lost on the board of any Plc.Private investors are simply in it for the take, and the risk is that they will lose all or some of their investment if things don't go well. Yet we feel aggrieved that the board ignores PIs. PIs are just an encumbrance. It's worth remembering that when either you fall in love with s stock (easy to do) or develop a hatred for the CEO (also quite common). In either case the company won't care about you. At all.

[a.fewbob] 22/3/2017 21:59

pretty soon, buying nanoco stock one share at a time will work out cheaper than buying toilet paper.

And then their will finally be a practical use for nanoco. They may even bankrupt andrex.

[kuss1] 22/3/2017 21:58

A.Fewbob,

Good riddance you low-life scum...

[ih_169538] 22/3/2017 21:58

The BOE tie in is the bigger part of the update.QMA partners GTG have had a working relationship with BOE for years.QMC Asia to supply BOE..looks more than likely from the update and QMC Asia PRs

[notimpressed] 22/3/2017 21:52

see link for qtmm shareholder letter

hxxp://www.qmcdots.com/ShareholderLetter.pdf

almost a mirror image of nanoco in terms of development but differing
in approach to commercialisation, and worlds apart in communication
clarity.
If only nano could be so lucid.

[onething] 22/3/2017 19:10

Almost by definition the shares have to be held by someone. Simply pointing out that the shares are owned by certain individuals and institutions gets us nowhere. You would have to understand the risk profile, the % of fund committed, the track record of the investor, etc etc to take a valid view. I am intrigued by Hendersons' holding.

[notimpressed] 22/3/2017 18:54

roadster, I hope the same figures apply at the next update.

[robotface] 22/3/2017 18:47

Edelman notably absent?

[roadster750] 22/3/2017 18:02

Henderson Group 51,607,956 21.66%
Baillie Gifford & Co. 22,026,796 9.25%
Mr Richard I Griffiths 19,125,097 8.03%
Hargreaves Lansdown Asset Mgt 13,648,140 5.73
Dr Nigel Pickett 10,945,681 4.59
GMT Capital Corp 9,318,578 3.91
Legal & General Investment Mgt 7,896,313 3.31%
AlphaGen Capital Ltd. 18.20m 7.64%
FIL Investment Advisors (UK) Ltd 9.22m 3.87%
Killik & Co. LLP 7.47m 3.14%
Bank Julius B�r & Co. AG 7.36m 3.09%
Polar Capital LLP 6.54m 2.75%
USS Investment Management Ltd. 6.00m 2.52%
Goldman Sachs (US) 4.10m
A list of some of the institutions still invested in this company, not forgetting
Dow and Merck.Nuff said.

[onething] 22/3/2017 18:01

It will be fascinating to see how this plays out. I reiterate my intention to buy around the £1 level as if we get there it will be on the back of solid positive information with a following wind. I have already banked 41p to 62p. I'm up. But it's not for me at the moment.

[kuss1] 22/3/2017 17:56

Onething
I am happy with my investment. Dont you get that. Everyone else is unhappy with their investment which is why they berate the company and its management. And it's that agressive moaning and negativity that I find pathetic.

[onething] 22/3/2017 17:48

If you find you are invested in something you don't understand or if there is so little information that you cannot asses its merit and you decide to sell then congratulations. I don't know why you care or why you feel it is your place to defend your investment. If you are happy with your investment then congratulations to you also. Berating other people is quite frankly pathetic.

[kuss1] 22/3/2017 17:37

Onething
What assumption please clarify?

But as I was saying everyone and their dog given up here ... Just patethic moans and zero research. Cant even call a price long or short.

Unfortunate but represenatative ..

[notimpressed] 22/3/2017 17:25

"However, the addition of cadmium (Cd) to quantum dots to hike color saturation performance does not comply with the European Union's RoHS Directive. Therefore, UK-based Nanoco Technologies has been developing Cd-free QD technology, but in terms of luminous efficiency and service life, the technology is still far from commercial use."

this appears wrong on 2 counts, first the rohs directive is not in force yet.
also the efficiency and service life are to spec, unless someone has been
telling porkies

[onething] 22/3/2017 17:25

No kuss, your assumption is laughable. Investing in emerging technology is crazily risky. To do it right you need deep pockets and spread your risk across all players. Anyone plumping solely for Nano is taking a huge risk.If you want a lesson from history and old new technology tale a look at how many were ruined by investing in the railroads in the US.

[kuss1] 22/3/2017 17:20

Onething

The investment of Dow,Merck and Wah Hong is not laughable. What is are the posters on this board who have no belief in the company yet cant face selling up so all they do is moan. Just move on there are thouands of companies out there.