Nanoco Share Discussion Threads

[bagpuss67] 08/9/2017 08:19

"The German chemical and pharmaceutical manufacturers Merck (Merck) announced that the new OLED factory is about to open, OLED raw material production will increase five times. The German Darmstadt plant has been completed and is scheduled to start production earlier this month, OLED raw material production capacity will increase fivefold, can respond more quickly to smart machines and television needs, according to the company's high-level Walter Galinat, The Merck invests 30 million euros to build a new plant, the internal instrument by the company personally designed, the new plant equipment mining group design, if necessary, can quickly increase production lines.
　　Small and medium-sized display prospects, OLED panels should be increasingly popular; TV is the war situation chaos, do not know the quantum dot or OLED technology who can win. Merck on both sides of the betting, while pulling high OLED raw material production capacity, while also actively layout cadmium-free quantum dot (Quantum Dot, QD) technology. Last year, the company acquired the Israeli chemical industry Qlight Nanotech, access to quantum dot related technology, this year with the cadmium-free quantum point industry Nanoco cooperation.

　　Merck's Galinat points out that the material supplier has to consider the possibility that the fate of the display material is determined by the end user, and Merck is the leading supplier of various raw materials and therefore invests in new technology. The company will develop QD-LCD and QLED

, And will launch a new solution for QD-LCD"


hxxp://jx.baowuyou99.com/mnksrquwj/7262.html

[syd7777] 08/9/2017 01:12

Nanosys has been a commercially viable company for some time now.The expected growth for CF,well real 100% cadmium free is still in the hands of NANOCO and QMC.I will stick to my words and still say Samsung has never been 100% CF.This plays a great part in Bio tech and real genuine companies like Apple.For Samsung, Nanosys has developed quantum dots free of toxic cadmium to comply with the European Union’s Restriction on Hazardous Substances (RoHS). But this approach makes it difficult to meet Rec. 2020, because the blue and the green primaries for Rec. 2020 are very close together. Nanosys has developed Hyperion quantum dots that mix cadmium-free red and cadmium-based green quantum dots into a single fi lm that produces narrower green. The result produces cadmium levels below 100 ppm to meet the RoHS directive.The Kodak patents,Kylux agreement,Merck,Dow,WH.are all waiting as some of you have put it in speculating on Nanoco going into Liquidation 🤣.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 are preparing to ramp up manufacturing.In a way I'm glad the weak holders have bailed out with the Lombard sales,while the shorts have reduced,Slippy at 35 ;) and the French have brought in..

[andycapped] 07/9/2017 23:27

Nanoco or any company transitioning from R&D to commercial sales is not one for the risk averse.

[onething] 07/9/2017 23:14

Tonsil, my view now, even more so than it was at 40p, is that I will buy in again after breaching 100p as that will demonstrate nano is finally going somewhere and the risk will be so much lower.Obviously anyone buying now will, in that scenario be absolute heroes. Equally anyone buying now will have lost 50% of there capital if it hits 11p. It's not that unlikely. They won't be heroes then.

[onething] 07/9/2017 23:07

Andy, it's always the way. If you express a negative view someone will challenge you why you have not taken out a position in the negative direction. Do you always open a short when you sell a share? It doesn't work like that. Usually the appropriate response when you sense unease is to simply get out of the market.

[tonsil] 07/9/2017 23:05

And YET!!There is only one seller - Lonbard Then there is Merck Dow and Wah HongIt is always darkest before dawn.

[andycapped] 07/9/2017 22:49

So have you chaps taken out CFD's for a lower share?

[onething] 07/9/2017 22:38

So true volsung. The clarity that selling your shares brings is phenomenal. It's tough but suddenly you can see the share for what it is, good or bad.

[volsung] 07/9/2017 22:30

I've been here before with shares. Basically the market is telling you there is no jam tomorrow. Your ego doesn't want to accept this so you average down. But really as a non holder I would say the game is up. Take your losses and put whatever capital is left in a share which is appreciating.

[onething] 07/9/2017 22:25

Nano had a stab at a share price resurgence last summer and then came off the book at around 70p. It was clear at that stage that the news had exhausted its effect and the price would drop back. I didn't really think it would go right back to 40p, but it did, and then 30, and it looks like 20 and lower soon. This is horrific capital destruction for almost all shareholders. With more to come I expect. And yet this thread is still discussing the plethora of tellies about to appear and the riches that will result. It reminds me, with a horrible gnawing feeling in my gut, of times in the past when I also backed the 'story' and was blind to the shorts, the ever decreasing share price, the obfuscation by the board, the failed promises, the etc. People will point to the IP (a patent is worthless if the resulting technology cannot be commercialised), the cadmium ban (its clear there is more to this, to nanos detriment, than meets the eye), the sampling trials (oh please!), whatever. The fact is, it is, and has been for a good while, been going in one direction. Hindsight leads to the hand wringing realisation that selling at the first signs of unease would have been good. Desperation prevents selling now as there is an irrational feeling that despite the relentless downtrend only this share can be trusted to rebound to make up the losses. Selling and crystallising losses is too much of a reality check for most people. We are almost at 20p. Don't be fooled by the thought that the price is at the bottom and the only way is up. It could easily halve from here. As it has done rapidly from 40p which was such a long term bottom. Of course it could also double rapidly from here. And more. But the time to heed the signals was the failure of the rally at 70p. A long way from where we are now. Anyone else want to announce they are topping up at these low levels, or how cheap these shares are right now?

[bagpuss67] 07/9/2017 21:46

Andy. But nano have zero pr and commercial ability compared to nanosys. There is no contest. Nanosys are also financially in a way better position.

[andycapped] 07/9/2017 19:20

Okay, so still reading between the lines e.g. they haven't outright stated or denied they're using Nanosys film.

With Nanoco and Nanosys the only independent producers of QD film capable of volume at present, it's a straight out duel between them two. Nanosys have an advantage of tech maturity, and I believe 25 tons per annum.

Nanoco can give green kudos to a company.

[howl01] 07/9/2017 19:01

tonsil - I could have swallowed that but not if they're using the equally new to market 'cad light' film - There's obviously a commercial and/or performance issue as previously suggested. Technical validations/developments would have more or less ran alongside each other.

[wigwammer] 07/9/2017 19:00

Slipperysidewinder - 07 Sep 2017 - 10:10 - 14334 of 14361 - 1Fancy another top up wigwammer?Think slippy last bought at 35p, closing that profitless short.I ticked you up btw because you clearly have so much to offer ;)

[howl01] 07/9/2017 18:54

"Our products which use Quantum dot (QD) technology, are compliant with EU RoHS directive. (i.e. The Cadmium content of QD is less than 100ppm.)”

[andycapped] 07/9/2017 18:46

What do you mean by 'Sounds like'. Were they specific?

[howl01] 07/9/2017 18:32

From a response I had from Philips sounds like they have opted for the Hitachi / Nanosys Hyperion film (ROHS Compliant <100 ppm cadmium). Let's hope the major shareholders get hold of this quickly - certain people need removing before any more potential value is destroyed.

[superg1] 07/9/2017 18:01

I see you guys are having fun with Lombard too. It seems they re bailing on the small caps since the fund change.

One light for you is while hunting for the fund split I did notice that the Strathclyde pension fund hold Nano and they got theirs through Henderson.

So not all you see as a holding is Lombard.

The holding for nano is on the Strathclyde pension fund site

[notimpressed] 07/9/2017 17:56

un grand sac de vers

[minsky] 07/9/2017 16:47

One of these days soon, either first thing in the morning or after the market closes I get the feeling there is going to be an RNS that causes massive wailing and gnashing of teeth.

If I were the fund manager at Lombard Odier one option would be to force a delisting, privately sell the IP (must be worth more than the current market cap) and take my share.

[gemstar2] 07/9/2017 16:31

SP looks terrible

Signalling either massively dilutory placing or else imminent liquidation

[jfacwc] 07/9/2017 16:20

trt, you must be ssw's 'alter ego'.

[trt] 07/9/2017 14:42

Take advantage this has been nicely deramped could easily double from here on news !