Nanoco Share Discussion Threads

[andycapped] 29/8/2017 10:47

Lombard Odier reducing again.

[howl01] 28/8/2017 21:44

extract from the Yole Development Report:
In 2017, demand for QDs is dominated by Samsung.
After the demise of pioneer QD-Vision, whose
intellectual property was acquired by Samsung
in 2016, Nanosys and Hansol are the only QD
manufacturers supplying high volumes in 2017. This
could change rapidly however as many more TV
makers adopt QDs.
Nanoco and its new film partner Wah Hong seem
closer than ever to scoring a design win. Quantum
Materials in the US and NS Materials in Japan are
other credible outsiders. In the fast-growing Chinese
display industry, local QD maker Najing Tech is
partnering with key manufacturers, accelerating the
development of QD films and EL-QD and preparing
to ramp up manufacturing.

[ghaon] 28/8/2017 20:58

These aren't prototypes anymore. According to the following article, they have already set the pricing for the 55 and 65 inch TVs and they are gearing up for the Xmas buying period. That suggests to me that the Qdots are now being supplied commercially.

hxxp://www.4kfilme.de/philips-8602-uhd-tv-quantum-dot-qled/

[peterm10] 28/8/2017 13:08

You know sun is shining and below is the opening para on the blurb for the Samsung conference where Nano are the only manufacturer presenting. Seems clear it is a samsung conference where they have been invited. Am I being an optimist seeing the positive ?
This event is a unique opportunity to learn about quantum dot technology and future display architectures, hear the full scope of the Samsung’s plans for quantum dot (QLED) displays and its full HDR10/HDR10+ ecosystem activities. Samsung presenters will be complemented by other industry partners and experts and there will be a number of demos to showcase technology.

[ih_169538] 28/8/2017 03:41

Time to leave the pub Syd...you have had to much again.say bye to ME and sleep it off.This nightmare investment of yours will still be there when you sober up unfortunately.

[syd7777] 28/8/2017 01:35

QMC has recently started to sell to Apple,IBM,LG,Samsung... and many others by their online corner shop.They are offering 10 QDs for the price of 1.Well done to QMC before they get bust by 2018.Their CEO needs his bonus soon from the massive sales that's coming .If only ME could start to deliver like the leaders of the CFQD market like QMC.

[ih_169538] 26/8/2017 20:55

hxxp://www.zdnet.com/article/samsungs-quest-to-reinvent-the-tv-in-the-age-of-convergence/

[andycapped] 26/8/2017 18:08

We won't know for sure until we see production ready sets, or at least pre-production sets, or it's confirmed in an RNS. However you know as well as I that Nanoco dot based film have been displayed in both TCL and Hisense prototype sets, which is a very strong indicator that they are more than a little casual about using their dots.

[andycapped] 26/8/2017 13:20

I think any long investor in Nanoco is banking on that being the case.

[howl01] 26/8/2017 11:01

If indeed Philips/TPV release and QDTVs at IFA and they're cad free - surely it creates something of a snowball effect with other Chinese OEMs not wanting to damage their brand. TCL posted their corporate responsibility policy on twitter today - might be difficult for them to hide behind 'ROHS Compliant' instead of 'Cadmium Free' if another Chinese manufacturer can already claim.

[andycapped] 26/8/2017 10:57

I'm not sure we should read too much into the 3M departure. Remember the deal Nanosys made with Exciton, which possibly enables film to be manufactured considerably cheaper than 3m could, and therefore they have chosen to turn away and concentrate on more profitable areas.

[howl01] 26/8/2017 10:54

!!!JOIN THE REVOLUTION!!! Troll every single social media post by TCL & Hisense regarding their cadmium content and enquire with all their retailers as to the same. !!!JOIN THE REVOLUTION!!!

[syd7777] 26/8/2017 03:07

PVT Phillips would no doubt IMO be a perfect match,with lighting and a medical side.3 TV sizes as well as 4 monitors has the hallmarks of recent activity from the company.They failed with QD vision and do not want to make the same mistake again.The cadmium market finally has an end date and professional companies will look towards changing to CFQD without taking a risk with a Nanosys Hybrid.Nanoco and QMC look to gain from 3M withdrawal,along with keeping up with the current king of the market Samsung with CFQDs.The recent share price has not suprised me at all,given it was last years results.Yes back in at 38 ,but, I do not see any panic to sell.The share price with the Kylux agreement reached 46 without revenue and as soon as a partner is named for commercial supply,maybe with a new order and the expected ramp up.Things could change aggressively back to a reasonable 44 and beyond.

[bagpuss67] 25/8/2017 21:23

Oh and IAS18 standard for accounting for revenue.

[bagpuss67] 25/8/2017 21:21

What about locking up the FD for crimes against hairstyles. And give him a nanosys TV to watch

[loldemort] 25/8/2017 19:57

andycapped I hope they give him an old Sinclair portable TV.

[joepublic1] 25/8/2017 19:28

Can't help thinking it is all a question of timing:

Mass market TV buyers do not spend over £1k on a new TV.
TV sellers are currently offering 4k sets much like they offered HD sets 10 years ago.
There is very little 4k content available today and it will take the next several years for this to change.
So if most buyers keep a TV for say 5-10 years, they are now going to want to buy a 4k TV, and that alone is going to cost them. Few will be able to afford QD as well or OLED as well.
If you are not a leading brand you sell sets by undercutting the leading brands on price. So you want to sell 4k sets at significantly less than Samsung and LG. Hence you may be reluctant to add QDs and extra cost when you don't have to and it will just add another £80-£100 to the selling price of your TV.
Non-leading brands are likely to wait and let Samsung prove there is a distinct demand for QD in the mass market before they offer cut price QD sets.
So that could explain why it is taking a while.
However the market seems sure to come, it is easy to get ahead of ourselves. The Samsung QD TVs look awesome in JL but only a limted percentage of buyers will shell out over £1k for a TV. We just need to wait, hope that Nanoco have put a floor price on their IP (minimum £5 per gram royalty), and rue the fact they have been way over bullish and spendthrift. They need to cut back to £6M pa running costs and in another 2 years they could still be worth £2 per share.
It is easy to think technology change is faster than it really is. It takes years for todays' high end to perculate down through the market.

[andycapped] 25/8/2017 19:08

Wonder if he'll get a QLED telly in his nick?

[ih_169774] 25/8/2017 19:06

ME will be his cellmate shortly.