Nanoco Share Discussion Threads

[boris cobaka] 16/11/2017 17:41

Not bad at all.
At this rate I may have to up my stake.

Nice 80k late trade there.

[tonsil] 16/11/2017 16:55

so LOM now hold nearly 22% - thats a serious investment and shows confidence

[syd7777] 16/11/2017 15:04

AUO should provide income in 1st quarter,although most will likely be based on PC, and Monitors.DOWs royalties is increasing,IMO they look like the one supplying Innolux.Lighting could come good in the near term,but life Science is a way off yet.Any news of FDA trials will have a massive impact on the share price with any success.

[trycky] 16/11/2017 14:11

It seems to me nano have put a positive spin on today's belated YE results. You can put lipstick on a pig but it's still a pig. Without any positive sales the share price will hover around these levels, possibly even lower? I'm out and staying out until there is a glimmer of hope.

[mwwh] 16/11/2017 13:58

I don't want to defend Nanoco management, but revenue is up. Revenue from sales is up slightly, since much of the revenue from last year was not recognizable.

[walbrock82] 16/11/2017 13:47

Interpreting Nanoco results

Already, Nanoco’s revenue is lower than last year if measured using value of sales invoices. It means revenue is actually £1.1m down from £1.9m last year. The reason it got to £1.6m was due to £0.5m from deferred revenue.
In my opinion, Nanoco needs £12m in revenue to begin to break even. A long way off!
Although it reported £5.7m in cash, their recent placing of £8.6m brings the cash total to £14m.

However, Nanoco group has been developing Quantum Dots since 2004 and this is sufficient enough to be a market leader. The sudden collapse in turnover since 2013 is the reason why shareholders have ditch the shares.

For more on Nanoco, click

[bagpuss67] 16/11/2017 10:38

Agreed. Need some new leadership to take this last chance/ lifeline Nanoco has been given by LOAM amazed they didn't make it a condition..

[roadster750] 16/11/2017 09:53

lack of q+a s probably due to ME sending the room to sleep with his boring drawl and why do they continue to let that gibbering f wit Blain in front of a mic!

[syd7777] 16/11/2017 09:34

Life science products moving towards FDA trials and new OEMS for VR.

[boris cobaka] 16/11/2017 09:29

nice 190k buy there. Not me.

[syd7777] 16/11/2017 09:21

There was no mention of QMC as a competitor,Only Nanosys and in-house Hansol.QMC must be going bust soon as ME again dose not mention them at all.

[bagpuss67] 16/11/2017 09:14

Overall, lots still going on from an R&D perspective.

Plenty of discussion about AUO via Wah Hong, no one asked directly about Innolux.

Stated dow working with Kolon and KDX and Merck with Japanese film coaters

[mrplay] 16/11/2017 09:07

5 green to 1 red. nanosys 5 cad to 1 free

[mrplay] 16/11/2017 09:06

yay for peel hunt. Q1 first commercial products 2018

[bagpuss67] 16/11/2017 09:01

plenty of cash availalable to spend..

[geraldus] 16/11/2017 08:59

Missed the bus.

[bagpuss67] 16/11/2017 08:58

Blain not sorted his hair out..

[aimingupward2] 16/11/2017 08:50

Years ago, and for a very long time, the management of IQE suffered a similar barrage of criticism as M.E. in particular and NANO in general has done on this board. Yet look at their progress now and as anticipated for the next year or two. The share price, which has quadrupled this year, says it all!

“Every dog has it’s day” and I expect NANO will come good in time.

[bagpuss67] 16/11/2017 08:48

talking quite a bit about fast relaxation times

[trt] 16/11/2017 08:45

Looking good. Analysts meeting going well I hear.

[jfacwc] 16/11/2017 08:43

first time a blue start on a results morning in quite some time!

[boris cobaka] 16/11/2017 08:34

Good stuff keep it coming!!

[bagpuss67] 16/11/2017 08:31

"hey...its been a year of great progress for nanoco" so says the happy and rich ME