Nanoco Share Discussion Threads

[nowenterprise] 07/9/2017 13:24

Not to mention the JPM short being reduced by 0.59% down to 0.62% on 25 August. (Total FCA declared shorts now at 3.44%).

[nowenterprise] 07/9/2017 13:21

Indeed Cogefi has recently increased, so what do they know, one wonders.

[tonsil] 07/9/2017 13:17

The point is that they Lombard, are the only ones reducing. Holders can take some comfort for that.

[nick9013] 07/9/2017 13:13

3 month projection sub 12

[minsky] 07/9/2017 13:10

Given the lack of cashflow and the likelihood of the accounts being qualified at the least, say you were a fund manager at Lombard Odier sitting on £8-9m holding in Nanoco, what would you do?

[jonnygolightly] 07/9/2017 12:54

As of 31st July

Name Shareholding %
Lombard Odier 38,976,614 16.36
Hargreaves Lansdown Asset Mgt 19,310,151 8.10
Baillie Gifford & Co 19,078,642 8.01
COGEFI 17,700,546 7.43
Mr Nigel Pickett 10,945,681 4.59
Killik Asset Mgt 7,406,813 3.11

[tonsil] 07/9/2017 12:42

according to Sharepad Lombard Odier have reduced by 10.5million shares in the last three months representing a third of their holding and almost 5% of the company.
None of the other large shareholders or directors are shown as making any sales.

Make of this what you will but I would be more worried if LombOdier were not alone.

[mrplay] 07/9/2017 12:22

RNS Price Monitoring Extension

[mrplay] 07/9/2017 12:19

We are just tired with the constant dangling carrot. We are closer than ever before. Any time now phrases that we had heard for the last 3 years. It is exhausting!

[boris cobaka] 07/9/2017 12:12

Another buffet classic 'beware of investment cliches being rolled out when a trade starts to go against...'

Market don't like nano.
Why?

[trt] 07/9/2017 11:35

Exactly I always go with warren buffet's theory and how right he is - sell when everyone is greedy and buy when everyone is fearful. Has made me so much money over the years.

[chesty1] 07/9/2017 11:30

This is looking very sick at the mo!

[petepitstop] 07/9/2017 11:15

Management was pretty upbeat in August with their outlook statement. I paraphrase; 'opportunities remain exciting' and so that being the case the company should be able to borrow between £10 million and £15 million to further enhance the 'cash runway'.

[geraldus] 07/9/2017 10:36

Very interesting view of the industry with an article over on LSE board.Starts with film but long term could well be luminescence and QD.Cadmium free though and which I believe Samsung are working on now.NANO has the Kodak patents it purchased regarding this tech.

[trt] 07/9/2017 10:26

No it's just easy to deramp when folk don't have any evidence

[slipperysidewinder] 07/9/2017 10:10

Fancy another top up wigwammer?

[mrplay] 07/9/2017 10:08

I guess it is easy to deramp knowing management can not and will not do anything.

[trt] 07/9/2017 09:55

So much deramping without any evidence. No news from company so status quo remains. Got to take advantage at these levels and benefit from the rises. RNS can come at anytime and then folk scramble to get a piece of the action and have to pay higher and higher prices.

[joe say] 07/9/2017 07:39

I'd agree with joepublics summary

[howl01] 07/9/2017 00:31

Unfortunately sounds very plausible joerepublic

[mrplay] 06/9/2017 23:35

On the environmental front, cadmium (Cd)-free QDs dominate the market. Combined with the upcoming availability of fully RoHS compliant solutions such as Nanosys’ Hyperion or possibly hybrid green QD/narrowband red phosphors (PSF), this has prompted the European Commission not to renew a Restriction of Hazardous Substances (RoHS) Directive exemption that temporarily allowed higher cadmium content (a decision that should be ratified by the Parliament later this year). Cd-free solutions will therefore keep dominating the market, but will coexist with Cd-based yet RoHS compliant solutions. Most manufacturers, however, will stay away from any Cd-containing compositions.

[jfacwc] 06/9/2017 23:28

surprised no mention of the latest nano tweet 6/9hTTPS://t.co/cH4wsCirdnthough best look on nano ir site..

[syd7777] 06/9/2017 22:52

I get moderated here while,crunch can come here and while Slippy can mention his other shares :(