Nanoco Share Discussion Threads

[kuss1] 05/4/2017 22:56

Remember no-one out there can produce cad free apart from Samsung/Hansol internal market with Samsung's advantage on technicals to compensate. That's no-one. And you have to stop referring to Nanosys as the main supplier of cadmium Qdots. Philips, TCL and Hisense all buying from Nanging in China. It's the reason for the Nanosys patent battle with QD vision.

If Nano can reduce costs to £500k per month as stated they have enough to last some 2 years. Doubt Qtm can last another 6 months.

To state that Cad free is as good as cadmium Qdots is pointless. Of course cadmium is better and easier to manufacture. But there's no future in it, which is why all the OEM's, Dow and Merck etc. are investing in cad free.

And Qdots just produce the best quality LED TV's. That's why the industry want the tech. Strange comment earlier about TV's all looking great in the showroom. That's nonsense. The industry is all about reviews and spec and the best in class. That's what people buy. It's why the industry advances.

So Nano expect commercial sales in the next 4 months. Dow early commercialisation. Nano enough cash for 2 years.

See how it pans out...

[onething] 05/4/2017 22:55

It's a good situation to apply Occam's Razor. The simplest explanation is the most likely. We have not seen take up of product after all this time for the simple reason the product is not good enough. Yet. They may be able to get some good stuff out, but the wastage caused by inconsistent manufacture is keeping the price too high. If it was good enough now the orders would be placed now. All this talk of H2, etc is just buying more time to try to perfect the product.

[onething] 05/4/2017 22:42

That is my main concern also. It's a background niggling feeling that there is a problem converting buckets of resin into high quality consistent film ready to sandwich onto an LED display to get a good result, every time.If it was easy we would be seeing nano and its partners showing banks of demo displays, all showing consistent stunning colours. But we are not seeing that.

[ih_169538] 05/4/2017 22:34

Dow isnt selling to anyone yet otherwise some royalty payments would have been received.ME stated they are still optomizing..in other words trying to perfect the product to get it to potential customers specs. 3 years later still optomizing ?? Ask yourself why and it will become apparent that reproducing a Russian egg in quantities with a consistent yield and no waste and the answer will become appareng why there hasnt been commercial shipments.

[balaura] 05/4/2017 22:22

The exemption allowing Nanosys QD in displays sold in Europe expires in 2018.

[andycapped] 05/4/2017 19:55

The only company that appear to have completely turned their back on Nanoco is LG.

TCL and Samsung are still in there I think, just not letting on. Who are Dow selling to (report said that Dow are now commercial QD suppliers)?

Also just because they're using Nanosys today, doesn't necessarily mean they'll be using it tomorrow.

[joepublic1] 05/4/2017 19:32

I am struggling to feel much confidence over the future here now. It seems that the three biggest TV companies of Samsung, LG, and TCL have all sampled Nanoco QD and rejected them. The only products announced/available all seem to use Nanosys dots.
The noise from Nanoco is always the same jam tomorrow - but where is there any evidence of this - it has just been years now of having a product that absolutely no one wants to use in any TVs. There must be some reason for this ? They now seem to be driving into a space where they are have borderline status as a going concern. This seems to indicate no one wants to invest in a new funding round either. I might have thought it easy enough to approach someone like woodford for say a £7M stake from patient capital if the medium term future is actually bright. Is there not now a risk that potential customers turn away from a supplier that is going bust.

I am thinking where is the floor here. Thinking only the IP, maybe 500 patents as say average value of £30,000 each. So maybe £15M or 5-10p a share - perhaps 20p a share to Dow or Merck.

[andycapped] 05/4/2017 18:24

I don't think you can reach the best HDR standards without QD or OLED.

[onething] 05/4/2017 18:21

Ok. Point taken :)

[onething] 05/4/2017 18:06

Is cadmium used in displays in general or is it just a part of most QD solutions? My point is that if the cad ban comes in will manufacturers not just revert to or press on with other technologies. ie is take up of QD a given, cadmium or not cadmium?Personally, and I know I'm not the typical customer, the tellys in the showroom already look stunning. At sub £1000. Do they really need to advance further?(I probably already know the answer to that)

[roadster750] 05/4/2017 17:45

lets not forget the Nanoco –Request to end Ex. 39(b)and that 100% cad ban comes in.

[bagpuss67] 05/4/2017 17:38

Mr sooty. Your argument points to massive potential upside if the business actually gets some business as the potential value of that business is completely discounted out of the share price.

[andycapped] 05/4/2017 17:11

If what was said in the webcast is correct, shouldn't we be receiving some payments towards the end of this month?

[mrsooty] 05/4/2017 17:06

Just a thought,but I reckon the market has put a value on Nanoco(excluding IP)of exactly £0.Worthless.When you look at what happened with QDvision-cash burn over it's 7 year lifetime of $133m and IP of 180 patents sold for $70m,then a similar cash burn(?m) for Nanoco over it's lifetime and IP of 500 patents makes a value of £75m(about $93m) seem relatively realistic to me and if anything sounds a little undervalued.

[mr.oz] 05/4/2017 16:36

mmm .. might give some confidence that this company isn't going bust or ready to tap the market yet again at 15p

[onething] 05/4/2017 16:13

He can't win now the price has dropped. He will take a lot of criticism if buys any of those 40p sold shares back 25% lower. Trading his own company in the knowledge that he was going to disappoint on sales promises. (I know they weren't promises, but maybe strong hints).

[balaura] 05/4/2017 15:34

I want Edelman to buy shares! Is any legal reason he cannot buy them now?

[balaura] 05/4/2017 15:33

Thank you, Stemis, for clarification. It means even more pressure on Nano and us. I have a very good feeling about it though...as if my intuition worked out something that my mind doesn't know yet. Or maybe I'm in deep shock, lol.

[stemis] 05/4/2017 14:10

Well, AlphaGen Capital sold a team and their assets (including Nano shares) to Lombard Odier. Just in time to avoid the 20% loss...

Lombard Odier don't own the shares. They manage funds of the relevant clients on a discretionary basis (i.e. Lombard decide what to buy or sell) but the assets (i.e. shares) are owned by the clients. The risk is that Lombard, who aren't on the hook for the original decision to invest their clients money in this company, decide that their clients could do better elsewhere...

[mrsooty] 05/4/2017 14:09

The Man Of Edel last flogged some shares on 22/12/16:

He still holds just under 5m shares worth £1.5m at today's share price
At this price I too would have expected a director or two filling their boots and singing to the world how they have full confidence in their company's ability to deliver.

[handygandhi] 05/4/2017 13:56

It would probably give some confidence to investors if he *did* buy some.

[onething] 05/4/2017 13:47

Incorrect, but he has been controversially selling recently.

[mr.oz] 05/4/2017 13:45

haha
Wrong , he hasn't dumped them all yet