Nanoco Share Discussion Threads

[davr0s] 08/9/2017 09:39

At best the IP would be in a fire sale and at worst it will be the administrators selling it to no benefit of shareholders.

[bagpuss67] 08/9/2017 09:38

my point is that there cant be a misstatement of the profits or revenue as there isn't any.

The company has at least 6 months cash so isn't going bust either.

I think this is LO bailing at any price and PIs joining then as they think the business situation has changed.

We knew there were delays and they has left the fund raising too late already.

[trt] 08/9/2017 09:36

When we get the RNS from the company to say they know no reason for the share price drop watch the price jump.

[v11slr] 08/9/2017 09:34

MDX had lots of IP, but the cost of maintaining the patents was more than they were worth and a lot of the cash would go on the redundancies for 80 staff.

[hardrider8] 08/9/2017 09:33

trt - if you cannot see there is something wrong you shouldn't be allowed your pocket money in the first place. Constantly topping up. Lies or idiotic. You talk absolute nonsense.

[trt] 08/9/2017 09:32

Nobody should sell based on the views of BBs. Nothing has changed folk are being forced to sell because of the deramping and the resultant price drop. Once the price turns when the MMs walk the price back up could see many regret selling. Have seen it so many times before.

[bagpuss67] 08/9/2017 09:30

There isn't any business to review. There are no revenues to overstate.

You cant manipulate the cash position.

The company hold its IP and cash balance. It has no debt. Its not worth Zero...

[notimpressed] 08/9/2017 09:29

for sale one arm and one leg, severed during nanoco share price
capitulation.

[v11slr] 08/9/2017 09:26

I wouldn't be surprised to see this suspended soon pending the results of 'a thorough financial and business review'.

[howl01] 08/9/2017 09:26

Wow - not sure what you're seeing trt- I can see no prospect of short-term revenues and only slim mid-term. The value of IP is questionable and cash exhausted. The only thing beyond doubt is management ineptitude. I respect your conviction though and unfortunately I'm on the sinking ship with you. Hold tight.

[v11slr] 08/9/2017 09:09

Wow, even the final MDX slide into oblivion wasn't as pronounced as this.

[davr0s] 08/9/2017 09:07

Am astonished people still holding this. Am more astonished that some claim to be "topping up" as this keeps going down.

[bagpuss67] 08/9/2017 09:03

If LO said to their brokers they wanted out at any price its not surprising the share price is being smashed.

One hope to cling into is that this a general policy decision by LO not just confined to Nano but across a number of small caps and there is just nothing nanoco can do.

Hopefully some LO clients want to hold on to their shares and the holding wont be sold down to zero..

You would have thought nanoco would have stated that though...

[tonsil] 08/9/2017 09:00

This will have to go much lower if there is to be a fundraiser. Lombard are far from finished reducing unless they can get a transfer to another fund.

[notimpressed] 08/9/2017 08:58

down and down we go, round and round we go,

[mrplay] 08/9/2017 08:56

bid price 19.75 We now made it to the teen's. Thanks ME good job.

[mrplay] 08/9/2017 08:46

The ROHS was the turning point. ME had always hoped the stop would force everyone to come running to him his usual pure arrogance. Now they have longer to find another source or improve.

[bagpuss67] 08/9/2017 08:42

something has changed. read the trading update.

The ROHS outcome was not what was hoped for by Dow or nano.

Merck are now carefully watching not pushing ahead

None of Hisense, TCL or Phillips progressed the pilot TVs shown at CES.

[mrplay] 08/9/2017 08:41

Deramping from every one on the board except you and syd. Will it reach the teens today? if so do you think nanoco will respond or stay silent as caroline has stated "closed session"

[trt] 08/9/2017 08:39

Nothing has changed no news from the company deramping again. Topping up can't resist.

[bagpuss67] 08/9/2017 08:35

Well here we are £50m market cap.

Is the full pipeline and extent of near term opportunities real or have we bee mislead.

The crunch imho. Is there appetite from equity to fund nanoco at this level or not?

Fate would have it that LO are bailing just at the point when Nanoco needs them. They should have cut costs more aggressively and raised much much earlier.

[bagpuss67] 08/9/2017 08:22

Ive wondered for a while I this drop was in part caused by Merck not proceeding with the QD lines/ factory and pending investment until a next generation solution was available.

Second time Nanoco has been scuppered by a partner choosing the OLED route?

However...some positives in mercks dual track approach if the article is correct for the medium term if nano can survive???

[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"


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