Nanoco Share Discussion Threads

[andycapped] 06/8/2017 18:51

Hopefully we'll get an update from Nanoco this week.

[tdots] 06/8/2017 15:38

com·mer·cial·ize
[k uh- mur-sh uh-lahyz]

VERB (USED WITH OBJECT) [COM·MER·CIAL·IZED, COM·MER·CIAL·IZ·ING.]
1. to make commercial in character, methods, or spirit.
2. to emphasize the profitable aspects of, especially at the expense of quality: to commercialize one's artistic talent.
3. to offer for sale; make available as a commodity.

Related Question: What are the synonyms for commercialized?

Source: Dictionary.com

Definition 3 seems to be to appropriate to this situation.

[mwwh] 06/8/2017 15:37

Great news, Kuss. Thanks.

[aimingupward2] 06/8/2017 13:23

Many thanks kuss1.

All rumours and suggestions that Dow are not, not fully, or not yet committed to cfqd can now be put to bed once and for all. The current share price for NANO is going to seem absurdly cheap in a while.

[indiestu] 06/8/2017 11:57

https://www.google.co.uk/amp/appleinsider.com/articles/17/08/03/apple-exploring-combination-of-quantum-dot-and-oled-technologies-for-future-iphone-displays/amp/

[mr.oz] 06/8/2017 09:47

I'll have to update the header later with that. Cheers

[kuss1] 06/8/2017 06:47

Nice blog on the Dow electronic site..



I suggest you have a look at fig.9 .... you will see Dow have 'commercialised'... CFQD film.

If you are still not sure what 'commercialised' means I suggest slippy et al give Dow a call to clarify!

Only a question of time before Nano confirm this. Nano expecting X5 increase in Dow's production this year.

I would expect a few more orders from Wah Hong before Xmas, too. Interesting figure on that last Edison note. Just 1% of TCL, Hisense and Philips TV volume would equate to 9 million in revenue for Nano. All 3 OEM's rapidly moving to Qdots, quite easily see 10% Qdot based soon enough. Just supplied from Runcorn that is. Nevermind what's coming from Dow...

[ih_169538] 05/8/2017 19:30

hxxp://www.avsforum.com/quantum-dots-microleds/

[sd_anon] 05/8/2017 15:57

hxxp://appleinsider.com/articles/17/08/03/apple-exploring-combination-of-quantum-dot-and-oled-technologies-for-future-iphone-displays

[mwwh] 04/8/2017 22:20

The investment aside, I don't think that DOW would expose themselves to public failure unless they were certain of QD sales. The Trevista web sit is not bad. For a long time, Dow were not promoting their QD product at all.

[wigwammer] 04/8/2017 19:05

"I am also confident that this success and recent contracts will facilitate future funding efforts."Bang on.The point is not the size of the recent wh order. The point is the evidence is building that a significant industry is emerging and they are a key player within that - and that will drive funding.If they can keep this momentum building over the next 3-6 months it is likely they will fund at a price significantly higher and less dilutive than the price we see today.

[mwwh] 04/8/2017 18:00

Having one company own such a large percentage was never a good thing. I always suspected that they might have been envisioning an eventual takeover. Such a possibility became increasingly unlikely as Nanoco added new partners, most of whom would never allow a takeover. Thus, a redistribution of shares is a positive scenario (it is unlikely that private investors purchased these shares). Given Nanoco's recent technological advances (e.g., ALD, Kyulux, color advances, graphene quantum dots, recent Samsung support), I am more positive than ever about Nanoco's future. Nanoco will continue to maintain a technological advantage. I am also confident that this success and recent contracts will facilitate future funding efforts.

[syd7777] 04/8/2017 18:00

I wonder if the delay has anything to with CFQDs.Asus seems to be in the same situation.

[notimpressed] 04/8/2017 17:37

tonsil I agree, but I don't think dow would invest so much in the tech
unless they were more than confident of achieving commercial sales.

[tonsil] 04/8/2017 14:49

Commercialised Hmmm to me means it has been ordered for the first time and delivered and invoiced. Commercially available would describe the situation where it has not yet been ordered for the first time All IMHO

[balaura] 04/8/2017 14:25

Slippy: Because they are in new hands and under pressure to perform. They also sold 4 mio just before the latest 35% rise...ah well, we're only human.

[bagpuss67] 04/8/2017 13:30

"Notably, these figures exclude developments with Dow"

You may also be ignoring for the sake of your scaremongering the recent flurry of activity from Dow and their statement that Trevista is commercialised. I think Dow know what that word means.

[bagpuss67] 04/8/2017 13:28

Slippy I don't think you can not allow for any revenue in your "analysis"...

"....The good news is that the company is progressing 16 programmes through this commercialisation funnel with 13 OEMs up from 14 and nine respectively in April. Of these we understand 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. Notably, these figures exclude developments with Dow – which according to press reports is now working with two film manufacturers – Kolon, KDX and Merck, which is aiming to have its plant operational by the end of 2018"

[bagpuss67] 04/8/2017 13:24

Distorting the facts yet again. Its not all disposals. Cogefi Gestion funds bought over 5% at the end of May.

[slipperysidewinder] 04/8/2017 13:09

So come on bags

Why do you think instis keep reducing or bailing completely??

I await your answer with interest.

[bagpuss67] 04/8/2017 12:59

frisky. I think its a bit of stretch to think that Slippy has done any analysis. He/ she is just trying something else to scare everyone as his/ her earlier attempt was shown to be a total fabrication.

[friskywookie] 04/8/2017 12:33

Slippy, could you elaborate what estimate you have used for the recent order and what your estimates are for the followup orders are that WH will make this year in order to meet client orders.

At best these have to be guesses so I'm guessing you did a best case worse case analysis? If so could you share these numbers. Thanks

[slipperysidewinder] 04/8/2017 12:05

Bagpuss

If no significant monies materialise very very soon or there are the slightest delays in progress, then by my calculations Nanoco's coffers will be non existant by mid February next year. the company may even fall into technical insolvency before then.

Is that unembelished enough for you?

[bagpuss67] 04/8/2017 11:34

Slippy. I listened to the original. Nothing has been edited out. There was talk of contingency plan. There was not talk of IP sales. There is no evidence that LO are pushing for this. You embellished the facts to suit your own ends and try and scare people.

[friskywookie] 04/8/2017 11:33

Thanks WW, I didn't check slippy.