Nanoco Share Discussion Threads

[nowenterprise] 30/5/2017 17:46

bal, it all looks normal in the level 2 data I have been using ... what data are you referring to?

[mwwh] 30/5/2017 17:46

Thanks, Minsky. I had missed that. I was somewhat surprised that they would not already have significant ALD skills, given a past government funded ALD project. The Kyulux project would seemingly require strong ALD capability and ALD compatible quantum dots.

[balaura] 30/5/2017 17:44

The thing was that the "sell" price was higher than the previous tick price...so it still doesn't make sense.

[nowenterprise] 30/5/2017 17:33

balaura, if the price is slightly less or even equal to the previous tick price, this will often be marked by automated systems as a sell when in fact it was a buy. Always check the price of the trade with respect to the bid/ask to be sure.

[balaura] 30/5/2017 17:27

I'm still confused of why do they appear as sells.

[nowenterprise] 30/5/2017 17:20

... But there were 680k definite buys at 40.918p (340k at 16:29 and another 340k at 16:35 after uncrossing). Someone is keen, it seems.

[balaura] 30/5/2017 17:01

Had to google what an UT is: "So the UT you see every evening at something like 16.35.+30secs is NOT a BUY, is NOT a SELL.. but half and half"(iii).

[syd7777] 30/5/2017 16:44

The price says the last 4 trades are buys.

[balaura] 30/5/2017 16:39

Why do all those large trades appear as sells...?!

[syd7777] 30/5/2017 16:33

The volume and the share price has picked up late,nice spike up (imminent) ;)

[boris cobaka] 30/5/2017 14:50

I guess that's good news then. They should already be on the job.
Nice to be up to speed.

[minsky] 30/5/2017 14:22

From the date on the file name that job advert looks like it is from 2015.
If you go to the current website there are no vacancies advertised.

[mwwh] 30/5/2017 13:58

ih_41,l do you own any Nanoco shares? Sid and Kuss, I agree with you that Kyulux is important. It helps to future-proof Nanoco and possibly increases its takeover value. I wonder if Nanoco's work in the area of Atomic Layer Deposition has influenced this development. Nanoco is hiring ALD scientists ( hxxp://www.nanocotechnologies.com/system/files/atomic-layer-deposition-specialist-dec-2015.pdf )

[balaura] 30/5/2017 12:00

The news is that CEO & co are enjoying themselves at the Dragon Boat festival today :).

[syd7777] 30/5/2017 11:32

I don't know why WH shares are not trading,the last trade was on 26 May.Have they been suspended ahead of important news?

[kuss1] 29/5/2017 05:51

Interesting article...

Perhaps Nano have leapfrogged the competition here...




Venture KyuLux invested by Samsung and LG expanded the scope to Quantum dot
Hwang Min-gyu reporter
(0) Significantly smaller
Kyulux, which is invested by Samsung Display and LG Display (30,250 won ▲ 200 0.67%) to secure next-generation organic light emitting diode (OLED) technology, . In the industry, we expect to see the emergence of hybrid displays that combine OLED and QLED.

According to the industry on Wednesday, QyuLux is working on next-generation display development with Nanoco, a global quantum dot maker. The goal is to develop OLED and QLED hybrid displays by combining Kyulux's next-generation OLED display technology with Nanoco's Quantum Dot technology.

OLED display prototype developed by Kyulux of Japan with TADF technology. Kyushu University
▲ OLED display prototype developed by Kyulux in Japan using TADF technology. Kyushu University
QLED is a technology that implements display by using quantum dot (quantum dot) as pixel. It is the core of technology that Quantum dot emits spontaneously by receiving current. QLED TV currently being sold by Samsung Electronics is a QDEF (QDEF) film attached to a liquid crystal display (LCD) TV, which is somewhat different from the QLED TV generally defined in the industry.

The problem is that QLED TVs, which are filled with large screens with quantum dots, will increase in cost. A representative in the display industry said, "For example, the cost of creating a 10 million won premium quality image TV through QLED technology may be close to 100 million won," he said. "It is necessary to make a dramatic change in terms of production. "He said.

Kyulux is attracting attention because it has the technology of 'TADF'. First, TADF, which was first introduced in the field of OLED, is a technology that maximizes the productivity of the panel and maximizes the luminous efficiency and color reproduction. Samsung, LG, as well as US Apple is also said to be interested.

Generally, OLED is a technology that causes electrons and holes to combine to generate light when a current flows. However, the current second-generation OLED technology produced an average current loss of 75% during this process. KyuLux 'TADF technology combines TADF with existing phosphorescent and fluorescent devices to attract lost light and achieve 100% luminous efficiency. In addition, it is not necessary to use rare metals such as iridium, which can lower the production cost.

The fact that KyuLux and Nanoko are jointly developing the next-generation display means that this technology can be used not only for OLED but also for QLED implementation. "If TADF technology stabilizes in the mid- to long-term, we can increase OLED productivity and lower prices to LCD levels, while at the same time accelerate the emergence of new types of displays that combine the strengths of OLED and QLED, "He said.

The possibility that QLED will be applied to the mobile field also attracts attention. Quantum dot is actually a "final" mobile display in terms of durability as it is made from minerals that are hardly affected by external impacts or temperature changes.

Hyun Taek-hwan, a professor at Seoul National University's Department of Chemical and Biological Engineering, told reporters at the International Quantum Drama Center last year that "it would be easier to apply quantum dot to the mobile field."

[syd7777] 29/5/2017 00:38

Kuss nice to see LED products launched by Budmaster I like the phrase,Unlike all other Quantum Dots that use heavy metals such as Cadmium we use the world’s only Cadmium Free Quantum Dot Led’s designed and manufactured in the UK by Nanoco Technologies from Manchester.Acers launch this week with the worlds first QD tab will raise eyebrows and the rest will want a part of the action ASAP.Meanwhile with the Kyulux Inc tie up OLED has become a partner rather then a competitor and the future looks bright with Lg,Samsung,Apple looking over their shoulders for a new hybrid QD OLED.Imminent orders coming from WH and DOW by July for the Xmas release of 75"+ TVs,gaming,Computers,Tabs...while Samsungs QLED is in very high demand even in India as the adverts there is on most TV channels a second supplier will be needed.Merck will either have to build a factory or make a substantial bid for Nanocos patents.

[kuss1] 28/5/2017 19:48

Note there is a new product on the Budmaster site..

[ih_418591] 26/5/2017 18:21

Wighammer - Uniglobe Kisco, as QMC's distributor, has a nice products page for QMC.

uniglobekisco.com/products/quantum-dots

[wigwammer] 26/5/2017 17:34

Thanks Jamis. Again, very interesting.

[ih_418591] 26/5/2017 17:28

Wighammer - It doesn't appear that Bayer had plans to pursue quantum dots and decided to let this patent go. According to the QMC filings, to date, they have only paid a few hundred thousand dollars for the IP they bought from Bayer. That's not to say there aren't future payments required. The details of the purchase were never publicly released.

As to any additional reasons why Bayer let it go, we all would be guessing. I hear that Dow and Bayer have a significant rivalry. Maybe Bayer thought QMC had proven continuous flow production methods and thought QMC could stick it to Dow. Of course, I'm just making this up and it has no technical merit or anything that can be provided as any kind of evidence that this was the scenario.

I'm on the opposite foot as you. My introduction to quantum dots was through a private placement with QMC over 4 years ago. I've followed their developments closely and have watched the quantum dot market like a hawk for years now. I like my odds with QMC, more with everyday that passes and each new press release they provide. It all points to steady progress to commercial success.

[wigwammer] 26/5/2017 17:20

Jamis - I appreciate your posts and have learnt a lot by looking at QMC after you mentioned it.I agree - scepticism is abound - as suggested earlier, perhaps the best risk/return is earned by owning NANO and QMC - neither valuation appears stretched.I feel somewhat more comfortable with NANO than QMC because I have a clearer idea of how the story had evolved. The CFQD technology at QMC was acquired from Bayer not very long ago. The obvious questions are - why did Bayer let it go and how much was paid for it? In a world where private investors are not privy to the smaller detail of technology differences, this may (or may not) speak volumes about the likely realisable value of those patents.

[ih_418591] 26/5/2017 17:20

I completely agree. Regulation is secondary to demand. Samsung has led the way and is pushing cad free. The other makers will have to follow suit or be labeled by Samsung for not providing equivalent product with respect to quality, health, or environmental impact.

QD Vision only had cadmium IP and we see where they are today.

Nanoco and QMC are well positioned to get a piece of the market if they can prove they can deliver the right quantum dot specifications and capacity to the their buyers.

It's a waiting game right now for both companies to see if their capacity and specs meet the demand. Hopefully both companies will reach that milestone soon for the benefit of all of us who invested in one or both of the only two publicly traded quantum dot suppliers.

[wigwammer] 26/5/2017 17:04

"I don't think the majority of buyers worldwide know of the dangers of cadmium or even care."The drive to CFQD is being driven by Samsung as a consumer proposition, and as the market leader they have serious clout. It has not been driven by regulation - but it is very likely that is coming too.With the prospect of vast sums of marketing money being thrown by the industry at the cad free concept as a reason to churn your set, it is rather naive to conclude the issue is of little interest because consumers do not care about cadmium content now.In a commoditising environment, it is similarly naive to believe that the marketing message "cad free" and the message "acceptable cad" carry the same weight. Correct me if I'm wrong, but it would be rather daft to design your proposition around the latter, when the former is available and is being pushed by the market leader.

[ih_418591] 26/5/2017 16:38

Skepticism? I would say that goes for both QMC and Nanoco. How long has Nanoco had the deal with Dow?

QMC gained capacity for mass production in 2015. Since then, they have been refining the quantum dots to meet customer specifications. They also were initially focusing on cadmium production since it had higher efficiency. As you may know by following the market, in 2016 the market shifted significantly toward using cadmium free for displays. QMC had to dive back into increasing the performance of the cadmium free quantum dots covered under the recent granted patent.

As we all know, it takes time to scale up production and refine product offerings.

I see no difference between Nanoco and QMC at this time. Neither have quantum dots in a commercially available TV. There is definitely significant market skepticism about both companies on whether they can actually deliver commercial quantities that meet their customers specifications. Until we see contracts for commercial sales and displays with quantum dots made by Nanoco or QMC, there will be continued investor skepticism about both companies and the valuations will continue to be lower than their potentials.