Nanoco Share Discussion Threads

[rochdae] 03/12/2017 21:10

how101,

Nanosys have never said they have commercial customers for cad free or cad light. I just assume that is because they don't.

I agree the new generation of micro led will be Qdot enhanced. As will the new generations of qled.

[andycapped] 03/12/2017 21:04

Can't see any reputable manufacturer wanting to use cadmium film in their sets, even if it's in small quantities following the ban, would be bad for marketing if nothing else.

At best cad films have another year or so's grace, and any new models developed from now on are likely to be cad free IMO.

I also don't think newer screen tech is anything to worry about. LCD panel manufacture is very high volume and mature, companies aren't going to turn their back on that. Newer tech like microLED may feature in very high end high volume sets, and OLED will continue to advance but is drastically volume limited. QDLCD can be produced for very little money and offers a very satisfactory picture.

[howl01] 03/12/2017 20:51

Rochdae- Nanosys have no cad light customers? What about TCL, Hisense, Philips, Sharp? Their Hyperion film if indeed is <100 ppm as claimed does not require the exception so is unaffected by the expiry in 2019. Development of other QD devices could run into issues due the higher QD concentrations required. There are reports of both Samsung and Sony potentially demonstrating micro led panels at CES 2018 - likely they will use qds?

[rochdae] 03/12/2017 20:21

Medical quantum dots will be x10 the price of display stuff. Nano working with UCL on a long-term project making significant progress. Samsung, Nanosys et al, not interested in that side of things.

Nanosys has 60 products out there, or so we are led to believe. All cadmium based apart from royalties received for IP from Samsung. Nanosys no cad free clients, no cad light clients. What happens in 2019 when the cadmium ban comes in?

Hansol can produce batch to the required quantum yield. So can nanoco if AUO have made commercial orders.

The Qdot space will grow to many types of Qdots. Graphene is something nano are developing with the discovers of the substance at Manchester. Quite well-positioned you would have to admit.

QTM share price at rock bottom. They are facing the same challenges Nano have had to face. Questionable whether they will survive.

Dow are still very active with qdots. So are merck.

The industry is just setting out.

[mrsooty] 03/12/2017 20:16

"if surface oxidised as nanoco propose"
that sounds interesting.could you provide a link to this info?thanks

[tbreak] 03/12/2017 19:21

now, I’m personally going on an analogy that coal and soot and burnt food is fairly biocompatible. Titanium, and cobalt chrome alloys if surface oxidised as nanoco propose, are used for implants and safe. Ive been caught before on compatibility of metal hip joints investing in a different company, so am perhaps too wary. hxxp://pubs.rsc.org/en/content/articlelanding/2017/tb/c7tb01073g#!divAbstract will give you some idea that graphine is making fast progress chasing these same medical applications and it has the advantage of attracting R&D funding because so many people are fighting for graphine applications. Im no medical expert but taking cadmium to a real cancer sounds a good idea. Hard to imagine medical applications will ever use the quantities of qd that tvs will use. So when the time arrives thats a lot of worldwide qd manufacturing capacity chasing a tiny medical volume.

[ih_169538] 03/12/2017 19:02

Lets see what kind or if they get market penetration over the next six months.Financials will tell the story...everything else is hot air for now.They have had film in an LG prototype and others bit no commercial product to date on the market.OEMs will move to whomever can supply film at a lower cost without sacrificing performance..Nanosys was dropped by 3m because they werent making money off film and it was cadmium based.The cad free market is slow getting going mainly because of the foot dragging on cadmium exemptions and performance of cad free materials in comparison to cadmium.My bear outlook on Nanoco is not because of the product..its the ability to mass produce it( Tonnage )with little waste and a high quantum yield.Everything I have read, heard and seen lead me to believe that the seeding process is the weak link in truly attaining a low cost mass produced product.JMHO

[nowenterprise] 03/12/2017 18:14

Even if tbreak's overly pessimistic take on the market were accurate (which I find dubious), let's not forget about VIVODOTS which are "a major innovation that has already proved successful in our initial trials".



I think this will boost the share beyond any previous expectations on further news, it's just a matter of when. The display business only needs to keep the company in cash until then, but most likely NANO's dots will have taken a good chunk of the QD display market by end 2018 anyway.

[tbreak] 03/12/2017 18:11

We could work another way given so much of this is guesswork. Those that have had the best view and access to sales prices and likely licence income decided 18p. Thats probably a better prediction than a chat room will come to where the guesses usually assume todays price is correct and tomorrow it will be sunny.

[trt] 03/12/2017 17:49

I agree clearly doesn't know what he is talking about !

[andycapped] 03/12/2017 17:21

You're talking absolute cobblers.

[tbreak] 03/12/2017 17:03

p.s. Forgot to add in the share dilutions. So that 10p figure erodes to 8p.

[tbreak] 03/12/2017 16:54

Sure to be controversial amongst you nanaco supporters but try this.... Assume in the boom time for this share 80p was correct, nanoco were to have qd in every tv in the world for 10 years. After wasting about 5 years now thats a share worth 40p. They now have competitors with greater manufacturing expertise so nanaco dots may get to 50% of the market. They are having to split what value the dots have with Dow and Merck so lets assume only 50% come to them. They have missed the top of the market and the bottom of the market might use fewer qds on the led surfaces rather than as a large area film. A proportion of the tv displays will now be oled, so putting these figures together lets assume another 50% lost. That gets us to a share price value of 5p. Yes Im ignoring the smoke and mirrors of other markets but the are selling solar, only specialist lighting needs the pure colors and then perhaps just on the led surface, and graphene dots are looking like a better technology for medical.

On the positive, if we assume there is a risk factor that has reduced now because these qds are better lifetime tested and manufacturing processes more efficient let’s be kind and double that 5p to 10p.

[brucie5] 03/12/2017 14:42

crunch, as a NANO bear, what is your six month prognosis for this share, please? And in layman's terms, on what grounds? Thx.

[ih_169538] 02/12/2017 17:02

Tbrake...I think you better re read the article as there are two opposite positions noted.

"Display Supply Chain Consultants (DSCC), meanwhile, seems optimistic about the QLED TV market, forecasting a 90% compound annual growth rate of of 90% from 2016 to 2021, compared to a growth rate of 49% of OLED TVs. Sales of QLED TVs will reach 100 million units in 2021 - a market share of 34% from the total TV market."

It will come down to needing mass materials at lower pricing and coinciding lower cost film prices to blow tje market up...its coming !
The reasin QD shipments werent as strong is because Samsung got greedy and increased their prices much higher for their recent QLED model..they are getting what they can get as a premium product before more OEMs enter this arena.2018 will show many more QD related display products coming
online.Also to note that QD has hundreds of uses beyond displays ..it truly will be a metamaterial moving forward.Much like the lateat runs for cobalt lithium and nickel because of EV news ,when the QD sector gets hot it will float all boats..in this case there is less than a handfull of publically traded QD companies which should bode well for all of them.

[roadster750] 02/12/2017 12:59

From the recent annual report Edelmans renumeration for the year £327000,(imagine his expense account) his bonus was not paid due to his abject failure to achieve "financial and corporate targets" leading to the ongoing decimation of shareholder value. Yes we need evidence of sales and revenue but for me as a lth it is also essential that Edelman is replaced asap, hopefully the introduction of a loam exec on the board will see the derailling of his gravy train.

[tbreak] 01/12/2017 19:58

Wrong adventurous, Im researching to decide at what level its safe to go long. There is 10 years of smoke and mirrors and jam tomorrow with this stock. I look for technical and engineering value in my investments and dont get fooled by tactics like 16:28 today.

[jfacwc] 01/12/2017 18:42

sorry 'recent'!

[jfacwc] 01/12/2017 18:40

that's just the way it is with these Hedge Funds people ... and you basically learn to live with these posters, no matter how irritating they are.Has been many of them over years of reading this nanoco board. The Hedge Fund short percentages have now been corrected (I think) according to the decent share dilution - so short positions % are now more tricky to evaluate against earlier values? (if it actually matters..)have seen no very recent short increase though, unless below .5%?

[adventurous] 01/12/2017 16:51

I am never surprised to find some posters who have no investment in a company spending so much time providing disinformation, as it is normally an indicator of short positions being run - and low and behold what do I find, at least one hedge fund increasing their short!

[tbreak] 01/12/2017 07:57

syd, Try this to understand all is not going in a qd direction. hxxps://www.oled-info.com/ihs-and-dscc-seem-disagree-future-qled-lcd-tvs. The value of this share is strongly dependent on how much volume can be produced in the shortening window of opportunity for the technology.

[syd7777] 30/11/2017 21:46

tbreak you are a newbie on this BB,can you exaggerate on your previous ID.Cruch might be a supporter but,I’m sure even he will not agree to your ranting without proof.Get the kettle on and give us a real Tbreak.

[tbreak] 30/11/2017 21:36

Syd, perhaps you need to research more. There are three techniques used to incorporate qds. Nanoco only discuss the one using the largest qty of qds. I have no other persona so you a wrong on that.

[syd7777] 30/11/2017 21:18

tbreak I know you must be Slippy,with the most stupid comments I have ever read on this BB.

[syd7777] 30/11/2017 21:14

Andy buy an OLED and expect a colour fade after a few years before QLED.This is not a competition of the best view,but rather giving the best technology at the lowest price for the unknowing public that have no clue of nanotechnology for now and only get fooled by LG.Their technology is a poor mans technology that has failed with their phones and will fail with their s..t TVs.