Nanoco Share Discussion Threads

[mr.oz] 17/1/2018 10:57

boris, what was your take on CES ?
I thought it was a damp squib tbh

[geraldus] 17/1/2018 10:42

Had a few this morning,seems like it's smouldering.Hope it explodes and not implodes. GLA.

[boris cobaka] 17/1/2018 09:52

Morning folks.

I think i'm one of the few here feeling rather bullish.
It's been over 4 months since the crazy placing that very likely destroyed any remaining positive sentiment. So I've been a bit greedy recently after watching this slow sideways grind which has pretty much washed out the last wavering stale bulls. The volumes haven't been up to much either but now with the sellers almost extinct i feel more comfortable holding more than ever before.
The lucky few who enjoyed the gut wrenching 18p placing will be looking to at least double their money and so far it's nowhere near that scenario.
Nice and quiet here too.
Gl.

[tbreak] 16/1/2018 19:54

Back to the manipulation at 16:29

[notimpressed] 16/1/2018 16:15

Nowent it's not speculation it's real,
If u turn down a surefire chance to make a capital gain, then it's your investment strategy which is questionable not mine

[nowenterprise] 16/1/2018 13:58

That is a hypothetical which is futile to speculate about imo. It would depend on multiple factors regarding my own finances, and the answer is not necessarily. That's all I am saying on this for now, I think you are getting unnecessarily hung up on it.

And you haven't made any sense yet regarding the state of shorts on NANO, being at a near 5 year low. Are you a shorter perhaps? Comparisons to CLLN are equally senseless to me.

[stun12] 16/1/2018 13:57

I imagine that would constitute insider trading if the orders were not in the public domain. Not that I'm defending the lack of buying by directors. They do manage to award themselves options etc so they will at least benefit from a higher share price.

[notimpressed] 16/1/2018 13:45

nowent if you were running a company and you knew large orders for your product
which would drive the share price northwards were being placed, would you buy shares in it?

[nowenterprise] 16/1/2018 12:50

notimp, if that is part of your strategy (i.e deciding to buy into shares only where you see directors also buying in) then good luck you. But FYI that does not figure in everyone's successful investment/trading strategies; like I said it's always a good sign but to me it is futile to rely on it.

[notimpressed] 16/1/2018 12:19

nowent the point is the market is hedging its bets,
also if the directors with their insight don't show
confidence by buying why should anyone else.
regards shorting, carillion were shorted whilst the directors were telling porkies,
look what happened there.

[noccer] 16/1/2018 11:54

Thats great news to confirm the AUO QD panels in the Samsung, Sony 8K sets - that must tie in with the Nanoco announcement in the full year trading update (Aug 2017) "As a result, Wah Hong brought forward its investment in a new coating line which is now commissioned and capable of producing films to fit up to 100 inch TVs. These developments resulted in Wah Hong placing the first commercial order for CFQDs from Nanoco in June 2017."

So its the up to 100" film line that is enabling these large CFQD display panels (and the BFGD games monitor).

However 10,000 nits brightness claimed for the Sony offering - makes me wonder if they are targetting an outdoor advertsing market.

[nowenterprise] 16/1/2018 11:09

Yes, notimp, and 5.69% is the lowest shorts have been since April 2013, so what is your point exactly?

And you seem to think that directors have to buy to back up any positive signs or news. Sure it's great for confidence when we see directors buying, but it actually means nothing when they don't buy. (On the other hand I wouldn't want to see ME selling again!).

[euroto] 16/1/2018 11:07

Thanks guys

[mr.oz] 16/1/2018 11:03

notimpressed , all you need to do is edit your post to put TT instead of the xx's




link in the header thanks

[notimpressed] 16/1/2018 10:55

euro--- shortics sse below

hxxp://www.shortics.com/snapshot.php?company=NANOCO%20GROUP%20PLC

wiil show as //hxxp change to http

[euroto] 16/1/2018 10:39

Not showing that on shortracker.

[notimpressed] 16/1/2018 10:02

why are the directors and senior management not buying?
shorts currently at 5.69%

[nowenterprise] 15/1/2018 18:15

TLDR;

"This year, the 85-inch 8K TV panels exhibited by Samsung and Sony at CES ALL USE AUO's 85 INCH 8K QD PANELS".

[bagpuss67] 15/1/2018 17:50

hxxps://www.displaydaily.com/press-release/year-2018-will-see-first-uses-of-8k-resolution-display-ihs-markit-says-2

“As UHD has rapidly replaced full HD in the super large-sized TV display market, panel makers are willing to supply differentiated products with higher resolution and improve profit margin with premium products,” said Ricky Park, director at IHS Markit. “Year 2018 will become the first year of the 8K resolution TV display.”

Innolux started developing 8K panels in 2017 and produced its first ever 8K LCD TV display (60Hz, 65-inch) in the fourth quarter of 2017. The display will be supplied to Sharp TV and Chinese brands in the beginning. Meanwhile, Sharp has also mass produced its first 8K LCD TV display at 70-inch in the last quarter of 2017 to support the Sharp TV brand in China.

Looking at the 8K display roadmap in 2018, it appears that Samsung Electronics and Sony are driving the market at this time. They plan to release their flagship 8K TV models in 2018. Samsung and Sony will consume almost all 120Hz 8K panels from Innolux, AUO and Samsung Display, with sizes varying from 65 to 75 and 85 inches.

BOE and CEC-Panda are now planning to develop 8K LCD TV panels in the second half of 2018 and taking on a differentiation strategy, LG Display will likely focus on developing OLED 8K panel in the future. LG Display unveiled the world’s first 88-inch 8K OLED TV display at CES 2018.

Based on current plans, panel makers in the early stages of development will mostly develop 60Hz 8K displays based on a-Si technology, and those in the next stages are also likely to develop 120Hz 8K displays based on oxide technology. The latter has advantages, such as better aperture ratio and lower power consumption.

[bagpuss67] 15/1/2018 17:13

there was a poster on LSE speculating that there would be surprising and good news a couple of weeks ago....if the Samsung panels use AUO and AUO use Wahhong this would fit the bill!!

[mrplay] 15/1/2018 17:07

You ok syd?

[bagpuss67] 15/1/2018 16:54

fingers crossed. this information is in the public domain; so its surprising that if these are nano tech that the share price hasn't lifted off.

[nowenterprise] 15/1/2018 15:40

Good ol' Eskers on LSE board posted this humdinger:



Google Translate has it as:

"Samsung, Sony fight 8K AUO big winner

January 15, 2018 04:09 Business Times, Yuan Tingting / Taipei
Is about to enter the new era of 8K TV! 2018 CES show all brands have introduced 8K TV, including Samsung, Sony more emphasis on the combination of artificial intelligence (AI) technology, you can 4K, or even Full HD signal into 8K content. The two major brands push 8K TVs and AUO is the big winner. This year, the 85-inch 8K TV panels exhibited by Samsung and Sony at CES ALL USE AUO's 85 INCH 8K QD PANELS.

This year's CES show, in addition to MicroLED, OLED and other emerging display technologies, another key is the ultra-high-definition 8K television. In addition to the ultra-high resolution of 7,680 £ 4,320, the 8K television that Sony shows is incredible 10,000nits of brightness, much better than the brightness of 1,000nits of general TV nowadays.

The Samsung introduced the world's first 85-inch 8K QLED TV Q9S, in addition to supporting the 8K ultra-high quality, the main play with AI technology, you can lower the resolution of the signal to 8K, enjoy the real 8K quality, hoping to accelerate the 8K television Market acceptance. The principle is based on AI QLED TV built-in database, through the AI ​​research and analysis of millions of images, when the detection of low resolution signal, it will automatically select the best filter, and the signal source to the highest quality.

Peng Shuanglang, chairman of AUO, pointed out that the TV manufacturers to promote the 8K TV and 4K TV different thinking, in the past is 4K TV hardware go first, waiting for 4K content and other overall ecological maturity. However, this year, manufacturers are emphasizing the combination of AI technology, through the AI chip, in a computational manner, you can upgrade the input Full HD, 4K signal to 8K content, directly enhance the consumer's terminal experience.

It is understood that this year, Samsung, Sony introduced the 8K TV, AUO are using the 85-inch 8K QD quantum dot panel. Peng Shuanglang said that the production volume of AU Optronics 8K is ready. Touch Taiwan announced a 85-inch 8K TV last year and will mass-produce this year. In the second half of this year, it will also mass-produce 65-inch 8K TVs and prepare 75-inch 8K TVs, Want to grab 8K television business opportunities.

Peng Shuanglang is quite optimistic about the growth of the ultra-large-size TV market this year. He pointed out that the supply of 65-inch panels will increase substantially after the 10.5-generation plant joins. In 2017, the 65-inch TV market will ship about 13 million units and is expected to reach 2019 and 65 inches The TV market will exceed 20 million units. Others like 75-inch, 85-inch TVs will also accelerate their growth in the coming years.

[bagpuss67] 14/1/2018 10:53

stand corrected now...

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