Nanoco Share Discussion Threads

[boris cobaka] 28/7/2017 16:51

Well at least now we may start to see the volume pick up a notch or two next week. They're almost certainly going to close that gap but I think it could be spiked lower to trigger stops. 28/29P a possibility but 30p would be a fairly decent bet.
Good weekend.

[ih_169538] 28/7/2017 16:45

Nanosys has commercial production capabilities of cad free and cad..their cad free is red only.Hansol has been producing commercial cad free quantities for Samsung for a few years now.QMC has commercial capacity of 2500kg.If the material was good and the price was right Nano would have been or would now be selling to Samsung but they are not ! Thats the facts ..pretty simple.Again from stating they were leaders to now following is something that should be asked why and how that happened.

[notimpressed] 28/7/2017 16:38

kuss which OEM? Philips is only speculation

[kuss1] 28/7/2017 16:29

crunch,

Nano have moved to commercial production of cad free Qdots. QTM haven't and neither have Nanosys.

Hansol are not commercial producers. Samsung call the shots.

Dow is moving to commercial sales. May even be there now..

The market is growing very rapidly for sure... And it's changing in favour of cad free. That's pretty certain.

[ih_169538] 28/7/2017 16:13

About as familiar as nanos ever moving targets.Lots of room for both QMC and Nanosys to provide the market moving forward.Remember when not long ago ME claimed Nanoco as the only cad free commercial producer..since then Samsung/Hansol licensing some of Nanosys patents havw introduced them significantly.The market is always changing.

[boris cobaka] 28/7/2017 15:50

Well support finally gone. Gap closure soon i'd say.
Volume still v low.

[notimpressed] 28/7/2017 15:33

kuss which oem?

[kuss1] 28/7/2017 14:52

The only cad free film available apart from Samsung is Nano's commercially available cad free film. With one major OEM happy to have it in their premium TV's. More will follow.

Dow have cad free film advertised as a commercially available product. I think they intend to sell some or why bother advertising it.

That's the market at this moment in time.

QTM have slipped from commercial production end 2016, to commercial production first part 2017. I hope they will update the market soon. The new date will be early 2018.... sounds familiar?

[ih_169538] 28/7/2017 14:38

There isnt a lack of demand for cad free..Samsung is selling everything tbey produce..Theres a lack of product by other OEMs because they cant get there hands on cad free film.

[andycapped] 28/7/2017 14:35

We don't know how much Dow are producing yet. The timeline said this month for them to go into production, so assuming they're on track, they've only just started beyond sampling.

Also I don't believe Dow would have bought into updated processes last year if they were looking to can production, and I also can't believe Wah Hong and Merck would have shown any interest either.

I think the delay in commercialisation is largely down to a lack of demand for cd free QD's, that situation has rapidly shifted in Nanoco's favour this year.

[ih_169538] 28/7/2017 14:12

"In fact I remember hearing in a previous update how improved production efficiencies had been developed at runcon and built into the Dow process"

If this was the case Runcorn would not be out selling Dow
Dow was brought on specifically to expand business through their channels.Runcorn direct to Wah Hong eliminates the middle man for cost.Scaling up using batch methods arent succesful..making a bigger vat as an example to increase production changes the whole chemistry.Its like taking a recipe for a cake and multiplying the recipe x 100 to make a bigger cake..everything changes when you try and cook that cake.Batch is batch..best you can do is semi automate the process.I believe Dow has found its gotten too costly to scale and its not profitable at the prices the OEMs are willing to pay.Sansung said they were to expensive 2 years ago.QD in displays will become commoditized over the next 5 to 10 years meaning the pruces are only going down.Dow needs to bake that fact in and as I said their margins probably arent high enough after paying royalties to Nanoco or wont be long term.Why continue pouring money into a money pit..bets are they move on or try and renegotiate their deal again.JMHO

[friskywookie] 28/7/2017 09:01

Crunch, if your implication is that the process to create a working production facility is timely, costly and ultimately unfruitful then this logic is flawed as wah hong have done so in a much shorter timeframe.

Admittedly wah hong are taking a different approach in that they are sourcing a part finished product from nanoco so are you saying that full production from any supplier other than nanoco is fruitless? If so again this doesn't make sense as nanoco have achieved this and it's in their interest to share this approach with their partners. In fact I remember hearing in a previous update how improved production efficiencies had been developed at runcon and built into the Dow process.

[ih_169538] 28/7/2017 04:41

Dow has had almost 2 years since being turfed by Samsung for Hansol to perfect the material scale it and get the price point down.None of this has happened to date..ask yourself why.Merck will come to the same realization but will not have spent millions for nothing

[syd7777] 27/7/2017 19:12

The biggest disappointment for Nanoco has been DOW.They had the chance to supply Samsung if the price was right,then LG fooled them.They are now begging the Chinese markets for supply while Samsung is willing to deal with Nanoco direct with WH.The low royalties from the new Nanoco/DOW deal has still kept the greed and attitude from DOW for CFQDs.Nanoco IMO will survive without Merck or DOW as they don't know where the markets heading and they are more expensive then a direct supply from Runcorn as well as any new tech from Nanoco that will see them wait over 3 months for the transfer.

[howl01] 27/7/2017 18:25

The firms might be immune to the effects, as they focus on making high-end panels for TVs with narrow bezels and rich color performance, they said.

[boris cobaka] 27/7/2017 17:23

Looks like we're finally on our way.
That's the first close below 38.5 since the 'order' spike.
No volume. More of the same tomorrow?

[mr.oz] 27/7/2017 16:41

Can make a positive spin out of Y on Y growth of Dow Electronic Materials ; led by OLED amongst other material groups

i.e. it's within a main group focus area and core business albeit not specifically mentioned

[riskblue] 27/7/2017 16:24

Can't see anything significant in Dows Q2 update at first glance.

[noccer] 27/7/2017 13:52

Still need to turn the patents into money, but better to be in their position than of Nanosys who had licensed a key MIT patent (6322901) only to find that most of the claims didn't stand up in court because they were 'anticipated by prior art', i.e. MIT patented things already known. Same for 6501091. I think we also forget that the deal with Dow could have provided heavyweight support if a patent war broke out. However I am disappointed that Dow hasn't found a customer and that LG seemingly walked away from the deal they made.

[tonsil] 27/7/2017 09:48

Relevant part of article FromhtTp://nanotechweb.org/cws/article/indepth/69453We can see how this works in practice by examining the strategy adopted by Nanoco Technologies, which spun out from the University of Manchester in the mid-2000s to commercialize quantum dots. Nanoco's initial patent applications related to new methods of manufacturing commercially relevant quantities of quantum dots with sufficiently good optical properties to enable commercial exploitation. The company went on to patent solutions to problems holding back the commercial exploitation of quantum dots, including ways to produce commercial quantities of quantum dots free of cadmium and other toxic heavy metals, again with optical properties suitable for commercial exploitation. After obtaining patents on methods of production, Nanoco was able to patent a wide range of applications of their quantum dots, such as ink formulations, photovoltaic cells and LEDs. These patents enabled the firm to prevent competitors from manufacturing quantum dots via alternative routes and then commercially exploiting them in this group of applications.

[boris cobaka] 27/7/2017 05:45

au contraire baggy.

This'll get nowhere near 15p. Just think in the short term no further order news or clarification on the first won't prevent that dip back to close the gap. It may even be engineered with such low volumes.
The question we have to be asking though is not why a few sells are popping up but where are the buyers when this is such a bargain??

US market melt up going well - will this boat rise with the rest?

[ih_169538] 27/7/2017 00:21

Syd..Dont worry Merck is announcing a factory any year now.I am sure Dow hopes they blow endless amounts of money on this as well so they will not feel they are they only ones who made a mistake.

[bagpuss67] 26/7/2017 23:18

Boris, syd and slippy all working flat out in tandem now. I would not be surprised if they were one in the same. A kind of hard men soft man act