Nanoco Share Discussion Threads

[balaura] 01/8/2017 15:31

Haven't we all seen the accelerated drop in SP, just before the announcement of the first commercial order? It looks like something similar is being "engineered" now...

[balaura] 01/8/2017 15:23

Edison/Nano also stated that "at least four programmes (each of which can supply into multiple models) have progressed to the technical approval stage. Consequently, we should see more programmes progress to commercial orders over the course of THIS calendar year." ......................................We all know what happened with the share price when they announced one (the first) commercial order. Expect another 3-4 similar announcements over the next 5 months!

[ih_169538] 01/8/2017 14:30

Not my report... ask Edison why thet stated that

[kuss1] 01/8/2017 14:14

crunch,

Any news on QTM's imminent commercial sales ... talking about kicking the can. They need to update the market having missed key milestones surely?

[ih_169538] 01/8/2017 14:10

Valuation: Heroic assumptions not needed
Once all three partners (Wah Hong, Dow, Merck) are up and running (likely in 2019), it does not take aggressive assumptions for earnings to scale and the rating to look very inexpensive. As visibility of this growth into profitability improves, we would expect the shares to rerate upwards to at least a mid-high-teens forward P/E rating. On our base case, this would suggest a share price of 70p plus within 24 months.

2019 is a ways away..kicking the can down the road again ?

[notimpressed] 01/8/2017 14:06

why are the directors not buying?

[kuss1] 01/8/2017 13:22

slip,

Think I would add profits from or will profit from... Otherwise we would never progress and just live in the present tense.

[trt] 01/8/2017 13:08

Just topped up couldn't resist at this level

[boris cobaka] 01/8/2017 10:23

Hmmm think we'll possibly see some chunky trades later on.

Will peeps buy in prior to results or anticipate a sell off on news.
Certainly it'll be hard to see how it can be turned around unless we get confirmation the first order was 'stonking' or others are now confirmed from different customers.

[slipperysidewinder] 01/8/2017 09:42

Kuss

I do not think your definition of a commecial sale is correct.

A sale can only be deemed "commercial" in my opinion if the seller profits from a given transaction.

Sadly, this either is not happening with Nano or for some rather strange reason, the company is reluctant to provide measured information on profit margin and volumes.

[boris cobaka] 01/8/2017 09:08

Very weak again at the mo. Buy below mid.
I will take some more but closer to 30p.

Mornin'
Update soon.

[wigwammer] 31/7/2017 22:48

Good answer Kuss, and not something QMC can claim.

[kuss1] 31/7/2017 19:21

Crunch,
It's a sale for a product on sale commercially to the public. The Philips new range of qdot TVs is my guess. Launch in September. Very nice. More to come.

[boris cobaka] 31/7/2017 18:52

200k dump boosted today's volume.
The quicker they close that gap the better. Get it over with.

[ih_169538] 31/7/2017 18:46

Kuss...Still waiting to hear what constitutes a commercial sale ?

[jfacwc] 31/7/2017 17:25

sp went up early doors 'last' week. Down though thereafter..Boris seemingly waits to remaind us of the gloom.

[notimpressed] 31/7/2017 09:31

Its rumoured that ME is such an articulate communicator
and forthcoming with what everyone wants to hear,
Donald trump is to appoint him as his next press secretary.

[boris cobaka] 31/7/2017 09:27

Mornin'

So looks like the volume may pick up a bit.
We may have a fairly large seller around. Can buy now @ 36.84 well below 37.5 mid.

[boris cobaka] 30/7/2017 12:38

no mention of Q Dots sigh...

hxxp://www.msn.com/en-us/money/companies/samsung-facing-growing-threats-despite-record-profits/ar-AAp4azH?li=BBmkt5R&;ocid=spartanntp

[lauders] 30/7/2017 06:46

It may be old but I hadn't noticed it until today!

I knew they had won. Just a bit slow on the video! Sort of thing that NANO should have on their website really. Perhaps they do?

[night terrors] 29/7/2017 21:56

Oh look - pot's calling kettle arrogant.
Didn't want to bring colour into it.... :)

[ih_169538] 29/7/2017 18:44

Kindly please define what is considered " commercial sales" because Nano hasn't declared what that is.Is it a 100 grams is it 1000 grams..will this order cover company overhead.The biggest question is why hasn't Dow been able to commercialize and get sales orders.That is why they were brought on ..wasn't it ?Their supply deal is vague for a reason.Also to note Nano had a failed demo model with LG more than two years ago, so until there is a commercially viable tv for sale that consumers will actually pay for its a little early for applause.I feel the exact same for QMC as far as sales are concerened.Its why neither stock has taken off yet.Look at UDC (OLED),their stock was stagnant until they started reporting profits quarter after quarter, thats when the market takes notice and piles in.