Nanoco Share Discussion Threads

[onething] 06/9/2017 22:24

Sadly, joepublic, that is the most reasonable explanation based on what we know. If there was anything more positive I am sure the company would have put it out there.

[syd7777] 06/9/2017 21:24

We must never underestimate a downward trend or a upward trend.News of a tie up with a biotech in the USA could see ME become a god.1 million per KG ;)

[joepublic1] 06/9/2017 20:32

Have been an investor for over 6 years at prices from 40p to over £1 and back again. Always saw this as a 50:50 play, equally likely to lose all your money or make it 5 times over. So never more than 2-3% of a portfolio. I have largely sold out now so my capitulation may be the signal for others to tentatively invest.

I am by nature patient as 6 years shows, but the one thing I cannot get past here is the failure in the market place. The company has a product self proclaimed to be good that has been prototyped by multiple customers over the last 2 years but no sales of any significance and no products available on the consumer market. I am sure display companies would prefer to choose cadmium free QDs and would not shy away from using them if their performance was 10% inferior and/or they were 15% more expensive. So zero sales shows the product is not close to the competition. Either the performance is 50% inferior and/or the cost is double. If the issue is cost then Nanoco are fools not to do a reduced price deal to get their foot into the market place with a launch customer. So the fact they cannot even achieve that implies there is a problem with the product. Companies that proclaim they have a great product but no sales are delusional - they don't have a great product - and they dont even know why they don't have a great product. They offer no explanation but the market speaks for them.

I doubt the patents are worth £50M and they have no funds to defend them anyway.

I doubt the failed solar application business is worth very much at all.

Once they start their shutdown and layoffs to preserve cash and avoid total company failure things only get worse. They will have no production capability at 70% gross margin on £50 per gram, just a licence fee of maybe £4 per gram. I really can't see how they could get 2 million sets using their dots before say 2020 now.

Another British failure beckons - great science - commercially inept. I hope they prove me wrong but the writing is now on the wall I think.

[andycapped] 06/9/2017 18:01

Very likely someone buying up in the background, which will appear as a delayed trade later on this week. Possible further closing of short positions or someone going long with expected good news?

We can but hope...

[tonsil] 06/9/2017 15:10

What is happening here?Every trade today is marked as a sell. But then the price has gone up

[notimpressed] 06/9/2017 13:36

would be nice if nano's market cap = iqe
we could all retire

[aimingupward2] 05/9/2017 21:39

Oh dear, that's tough - and I suspect that few in your situation would admit to it. I was fortunate enough to have got into IQE a bit below 50p and the subsequent rise means that it is now my biggest holding. I expect to stay with it for some long while yet.

Nanoco could yet recover to have a decent future ahead of it. IQE was many years in the doldrums so who knows, NANO might pleasantly surprise holders yet. I hope so for all involved.

[loldemort] 05/9/2017 18:41

Well I sold out of IQE after a nice 20-odd percent rise and thought I was so clever. Then it went up another 500% so I'm not that clever after all. Of course, the one that I stayed in was Nanoco.

[aimingupward2] 05/9/2017 18:38

Wouldn't it be just great if NANO were to emulate IQE? Imagine the UK having not one, but two, tech winners in due course.

A dream, but perhaps not a total fantasy.

[bagpuss67] 05/9/2017 16:08

He is into all sorts. I guess that he could rustle up enough to take a load in the placing at 20p and sell them after the relief rally at 40p!

[notimpressed] 05/9/2017 16:02

notice Griffiths is buying petrofac after having bailed out here

[bagpuss67] 05/9/2017 15:40

I do think equity will stump up to give them one final shot over say 6-9months say 3-5m. Imho

[bagpuss67] 05/9/2017 15:37

Just a guess about the amount of pain equity would require and maybe raising at c50m market cap. All I said ages ago was the costs of the business were lunacy and they had to raise early to avoid a distressed raise that could be at 20-30p

[mrplay] 05/9/2017 14:57

Bagpuss your back. Where did you get the 20p thought?

[bagpuss67] 05/9/2017 14:32

Has the volume subsided a bit?

[roadster750] 05/9/2017 11:26

mrsooty,glad you're on the case, its now on my radar also.

[mrsooty] 05/9/2017 10:52

Roadster,I assume it's the Nanoco US nervecenter that's always proclaimed on their communications.I've often wondered exactly what it's purpose is and how much it costs etc.If ME or araT are financially benefiting from this arrangement then I would suggest the BOD bring it to an end immediately.One day I'll find out.

[trt] 05/9/2017 10:00

MMs have walked the price down and will now walk it back up. Seen it so many times !

[roadster750] 05/9/2017 09:33

mrsooty, as someone who takes an interest in edelmans activities in the u.s. any idea what what he gets upto at nanoco inc us at the bradford mill 33 Bradford St, Concord, MA 01742, USA.

[v11slr] 05/9/2017 09:30

got to be in it to lose it too. That's why sane folk aren't.

[notimpressed] 05/9/2017 09:06

trt, have you been on the glue?

[trt] 05/9/2017 09:04

Could see a nice 20% bounce from here - got to be in it to win it !