Nanoco Share Discussion Threads

[v11slr] 18/8/2017 14:29

Exactly the answer I'd expect him to give.

[friskywookie] 18/8/2017 14:23

No I'm not. I am a horny Wookie looking from some red hot fur on fur action. This should be clear from my name.

[v11slr] 18/8/2017 14:18

friskywookie are you mapocho/kuss? You do sound like him.

[ih_169538] 18/8/2017 14:03

Its pretty obvious many here dont even understsnd the technology tney have invested in when it comes to displays.And only Nanoco apparently has cad free display technology..lol
Either to lazy to research or watch how these applications past present and future work for qd displays or just plain ignorant and would ratber just drink ME koolaid and babble.

[friskywookie] 18/8/2017 14:00

Onething, the last move to 47. V11slr, no I'm not, that is a broad sweeping statement. I'm saying that risk appetite and rules can prevent investment but this is a very flexible concept from organisation to organisation.

WW, good point re liquidity, that is another good reason that can prevent II's. re risk, all buy side and sell side prop traders have different approaches but in my experience they do have a lot of pre trade and post trade risk rules depending on their sophistication and the lack of existing revenue will put off most desk heads/CIO/portfolio managers from creating any significant position as it breaks their rules re revenue / cash flow / profit. So coming back to v11slr, the question is what is your risk appetite and does it align with this position?

Lux, great point re the hype cycle. This stock is running the classic pattern on the monthly chart. Initially a rapid increase over hype, then a long significant drop due to reality kicking in and expections not being met. I think we are now at the point where this turns from trough of disillusionment to slope of enlightenment.

[ih_418591] 18/8/2017 13:08

I can't seem to find the article, but Samsung or Nanosys stated that the progression of the technology was predicted to be this:

QD film
QD-LED on-chip

The application that QMC is showing could be used for lighting as well as for displays.

Nanosys gave a presentation on the future of QD displays at SID if you want to read up on the predicted evolution of the qd display market.
hxxps://www.insightmedia.info/nanosys-details-the-future-of-quantum-dots/

Each technological evolution of the use of qdots in displays will improve on color and power efficiency. Here's an article on backlights.

hxxps://pcmonitors.info/articles/the-evolution-of-led-backlights/

What the graphic shows is a basic LED which is pretty much what the BLU LED is today in backlights. The advantage of using quantum dots instead of phosopors is cheaper cost and higher energy efficiency for the LED. Backlights use up about 70% of a TVs energy consumption. So you can see a benefit if you can increase backlight energy efficiency. This would go a long way in small device applications that still use LEDs.

I think QMC and Nanoco both have a part to play in this emerging cd-free qdot market. Demand is about to far out pace supply given the current forecasts.

[luxaeterna1] 18/8/2017 12:57

I see where you are coming from, but the QMC QD is not exactly 'QD on chip' technology is it? It's an external resin blob on a mechanical mount that clips on top of an LED light. Perhaps I'm being pedantic, but that's basically identical to a QD film, is it not? (both are external mounted/removable QDs bound within a resin barrier). If it was resin adhered directly to the PCB/LED I would 100% agree with your interpretation.

[syd7777] 18/8/2017 12:53

QMC looks gone,no wonder no ones taking their QDs that only last for 41 days.

[ih_418591] 18/8/2017 12:43

Uh, you apparently didn't read the whole PR or didn't understand it. They didn't announce 1,000 hours on testing of the film. They announced 1,000 hours of testing of QD-LED. It was red and green qdots on a blue LED. It's a replacement for the current phosphors used in backlighting for film applications. Lower energy use for brighter output.

The last paragraph talks about a film business status very soon.

"Quantum Materials Corp (OTCQB: QTMM) today announced successfully surpassing the 1000 hour continuous on-time durability test for the Company's cadmium-free quantum dots in a remote light emitting diode (LED) application. The testing has been conducted with red and green quantum dots encapsulated in resin and mounted to blue emitting LED's (see diagram below), which are similar to the type of LED's used in standard LCD display back light units (BLU)."

"Mr. Squires concluded that "over the past six months we have made significant progress on our core mission of bringing to market a high performance, reasonably priced cadmium-free quantum dot film solution for large-form LCD display applications and we will report on this in the very near future."

hxxp://www.qmcdots.com/press/press.php

[v11slr] 18/8/2017 11:49

friskywookie, so basically what you're saying is that to a professional NANO is uninvestable?

[petepitstop] 18/8/2017 11:48

Read up on George Soros with regard to the efficiency of the stock market. He made most of his money by trading bubbles on the way up and then down. Buying often begets buying and selling begets selling. Sentiment can change rapidly with the geopolitical environment we are seeing this week a driver of risk appetite on a daily basis. Markets, countries and governments can move rapidly from stability to instability with Brexit as a very good example of this; again these moves can be traded. Having the emotional fortitude to deal with all this is probably an investor's best asset.

[luxaeterna1] 18/8/2017 11:22

hxxp://imid.or.kr/2017/invited.asp

Nanoco Nanosys Dow LG and Samsung heavily represented at the QD display conference next week. LG seem to be providing the keynote speech on QDs.

[luxaeterna1] 18/8/2017 11:12

PS if you want a laugh. Have a search for QMC's marketing blurb from the CEO this week - presumably a response to the Cadmium ban and nerves from investors. They are proudly announcing they managed a grand total of 1000 hours lifetime from their CFQD film - 5 whole weeks. The display industry will need to see the 50,000 hour results before they buy into that....

[luxaeterna1] 18/8/2017 11:05

There is no set time for the trading update. Last year it came out a week earlier, but if I was in Edelman's shoes and I'd promised sales in June/July-ish, I'd wait 1-2 weeks if I knew I could say "We now have 2 commercial customers and Dow is firing up".

Of course we might not. But Wah Hong and Dow have spent millions and both appear to be selling right now.

Unfortunately, Nanoco hit the hype phase, now the market is in the "prove it" stage, with value dominated by number crunchers. If they can deliver cash all will be fabulous and value will be created. If they cannot manage that, the market isn't known for its charitable attitude to pipe dreams and risk.

[wigwammer] 18/8/2017 11:04

SD/Frisky -Thanks for your thoughts. I certainly think you are bang on about awareness - as a long term underperformer it has probably been long forgotten by most fm's, apart from BG who have evidently run out of patience with it. Regarding risk - I think FM's, even at the largest ii's, generally have a lot of freedom to buy stock as they see fit - the risk function is usually there to monitor things at the portfolio level post event. So it is unlikely risk would get involved unless the size of an individual stock position skewed the overall characteristics of the fund.I suspect the reasons larger ii's are not involved here is down to liquidity. This is a small cap - for a large ii to take a meaningful position they really have to act off market. This is why I suspect NANO will get any funding it needs - in a generally buoyant market the larger ftse companies look fully valued, but money still needs to find a home.As an emerging company with a long history of developing credible IP, involving some of the largest material players on the planet, with a market largely to itself, I suspect there will be several houses with funds available that will think NANO is worth a go.

[sd_anon] 18/8/2017 10:08

Well said Frisky. I would suggest the 'efficient markets hypothesis' is relevant here. I have never believed that markets are entirely efficient. Time and time again we see that they are actually quite irrational and running with the herd / group-think can often prevail, at least until something happens to force the market to re-assess it's collective position... that something, IMO, is what we are waiting for.

[onething] 18/8/2017 09:28

Last move up to 47 or the bigger one last year to 75?

[friskywookie] 18/8/2017 09:05

There are a couple of main reasons why II are not getting involved in this yet:
1. Risk limits within portfolio creation. When buying a new stock into a fund first someone senior on the trading floor and risk will assess the position and due to the long history of lack of positive revenue this will automatically discount it from investment. Nanoco will also skew the risk metics measured on some dimensions to outside of risk limits so will also discount it. The response to anyone trying to present an argument of it's likely potential will be the same as others on this board, that is you can invest once revenues start coming in, until then it's a no.
2. Lack of awareness. You may think that they all have the finger on the pulse but they often behave like sheep and until an increase in volume of Bloomberg chat starts happening due to some significant upturn in price, there will be many unaware of the opportunity.
So IMO the only reason we are seeing a slow bleed in price now is because this is the simple resumption of the long term downward trend. Until news comes in to turn this around I don't see this changing. But I believe news will come in before end of sept that will turn the situation around significantly. I also think that the last move up is the first step in an inflection point in the price.

[notimpressed] 17/8/2017 22:02

firminator true, but if nano are to be believed, hard though it
is to accept, earnings should start to ramp up progressively going forward.
Big if I know, but the potential is there. The downside is, if true
why is the share price languishing near all time lows, you would assume the II's
would be taking a keen interest.

[firminator1] 17/8/2017 21:09

I am a patient long but not 2021 patient !

[notimpressed] 17/8/2017 15:17

from Sinbads link, post 13676

"Young’s analysis finds that Quantum Dot (QD) TV shipments are expect to rise at a compound annual growth rate (CAGR) of 90% from 2016 through to 2021" hitting just over 100M units.

theoretically,if nano supplied directly or through franchisees 30% of that
market at $2/unit that = $60million by 2021

[sinbad74] 17/8/2017 15:17

they are planning to put out update in August...i assume it will be towards the end

[hannath] 17/8/2017 15:10

Its the lack of news that's slightly worrying. Trading update was 8th August last year, so was expecting one last week or this, read into it what you will.
Nothing good to report, or just teasing us! ... anything major, then they would be obliged to put out a report to the market.

[howl01] 17/8/2017 15:03

Thanks sd n sb

[sd_anon] 17/8/2017 14:57

Howl - Nvidia

SSW - I was under the impression you had closed your position, in which case you have nothing to be scared of surely? If you still have an open position and you're 'scared' then the best advice anyone can give you is to close that position asap. Surely no serious investor would ever hold a position which they felt was 'scary'??