Nanoco Share Discussion Threads

[notimpressed] 09/2/2018 13:45

slippy has changed his name to Sphere25

[bagpuss67] 09/2/2018 13:43

"Under The Hood Of Quantum Systems

IBM and Rigetti both introduced capable general-purpose cloud-based quantum computers for public and limited access use (20- and 19-qubit systems, respectively), each with a full-stack software development toolkit (devkit). NTT introduced its cloud-based quantum dot and photonics-based architecture, with its full-stack devkit. Microsoft and Google introduced their general-purpose quantum computing R&D programs along with full-stack devkits and simulators but have not yet publicly demonstrated hardware. Intel is showing prototype chips, but has not demonstrated them yet. IonQ, Quantum Circuits, and RIKEN are investing in hardware development but have not shown their work yet. And yet, only two companies are selling dedicated systems for customer on premise use that can arguably be called quantum computers: D-Wave’s quantum annealing architecture and Atos’s dedicated quantum simulator."

[bagpuss67] 09/2/2018 13:43

hxxps://www.nextplatform.com/2018/01/10/quantum-computing-enters-2018-like-1968/

[boris cobaka] 09/2/2018 13:42

lol sphere25 - a day late and a dollar short sigh....

[bagpuss67] 09/2/2018 13:39

hxxps://cosmosmagazine.com/technology/quantum-dots-shine

note the credit under the picture. Is the partner IBM?

[trt] 09/2/2018 13:29

Nice try sphere we have see it all before. This is big news and a game changer for Nanoco. Revenues will exceed £100m if you do the maths.

[sphere25] 09/2/2018 13:27

More jam tomorrow from the dreamers at NANO.

Cash is running out and a placing will be being worked on shortly IMO.

Market to sell this spike and smash the stock back down to the lows.

Placing at 25p if they're lucky.

All imo.

[tonsil] 09/2/2018 13:05

LOM up to 23% Wow these guys know something

[trt] 09/2/2018 09:48

Apple tend not to buy every company they work with. A collaboration is most often the best way forward initially.

[boris cobaka] 09/2/2018 09:14

SOL fell quite a bit from December to Jan. From 7.58% to 5.62%

[smraynot] 09/2/2018 08:53

Whats not to love about APPLE!

[warranty] 09/2/2018 08:50

If the mystery US customer is Apple, wouldn't they have been better to just buy NANO rather than absorbing the cost of upgrading Runcorn? If the technology is so good it would also have kept it away from other manufacturers.

[notimpressed] 09/2/2018 08:45

When if ever will we know how much dow are paying in royalties.
from the date the tie up was announced the message was we will see
the figures in the bottom line.
As of know, no bottom line and no royalty payments.

[howl01] 09/2/2018 02:33

Would be nice (already have plenty of form)....

[syd7777] 08/2/2018 22:41

Kuss1 (Mapacho) ;) thanks ,and I will be back in 2019 as I have always expected the real upturn to take hold by then.

[whum] 08/2/2018 21:52

what a difference a day makes. wow

[sd_anon] 08/2/2018 21:21

In light of today's RNS, I found re-reading the recent investor presentation quite interesting.



Slide 2 - Company Overview refers to the usual 4 markets Display, Lighting, Life sciences and Solar but also an additional one 'Nano materials'.

More interesting is slide 7 where they discuss expanding Runcorn. Runcorn can do 2000KGs per year without additional Capex being required and up to 3000KGs per year on their existing site with the Capex spend which our new customer has committed too (though who knows if that site could be expanded). In my mind this implies they intend to buy more than 2000KGs a year (otherwise you don't need the Capex). At £20k per KG that is £40m revenue. At £50k per KG it's £100m revenue.

[kuss1] 08/2/2018 21:11

Syd, best of luck with the new business venture. Trt, you're a man after my own heart.

I stopped posting on these boards due to the grinding negativity towards a gem of a company.

Anyway, nano will see off the doubters as the quantum dot industry is now moving to another level of intensity. And hardly any suppliers beyond Nano and Samsung, who only sell internally.

Dow now selling commercially, too.

All of those cadmium displays on a short timeline to extinction.

[trt] 08/2/2018 21:00

It's so true got to be in it to win - no point investors waiting for confirmation of Apple tie up or news a leak when that comes the share will shoot skywards within seconds. Best to be onboard before the action happens.

[mr.oz] 08/2/2018 20:49

MW, there's a blast from the past
Must be nursing a huge loss

[syd7777] 08/2/2018 20:34

The fact that the partner is paying for the scale up for Runcorn is massive news.DOW has sufficient capacity already,this seems to be away from large displays (TVs) and a development of CFQDs seems to be for medical,electronics use.Commercial revenue is anticipated early 2019 but any deal with a company in the US is a major win.I would guess it’s a tie up with a major pharmaceutical company.ME could also be begging for more cash come Christmas as revenue for Y/E July will be minimal.I personally think Nanoco will fail to Nanosys for TV displays with DOW doing nothing and QMC supplying on a large scale.I expected Runcorn to have been in full production on October 2017 but as of today it’s still peanut butter income from DOW and Runcorn.

[gersemi] 08/2/2018 20:33

Mike Walters's just posted an update on today's news