Nanoco Share Discussion Threads

[notimpressed] 26/3/2018 13:47

2 weeks to results. time to air the high absorbency underwear
sp's doing a dance again

[howl01] 23/3/2018 19:24

Have a look at the resident QD 'expert' posts today on LSE for some light relief. Hilarious

[jfacwc] 23/3/2018 14:52

Fridays never seem to be a good day for nanoco! Pain.

[notimpressed] 22/3/2018 22:33

no just a punch drunk investor in nano
sold out last year, bought back in feb before the announcement
which though welcome, but still well in the red, need the sp
back at 138 to break even

[nowenterprise] 22/3/2018 19:26

You don't sound very impressed, notimpressed ;)

[notimpressed] 22/3/2018 18:22

nowent, if we each buy one that will increase the bottom
line by a massive 30 pounds

[nowenterprise] 22/3/2018 17:48

The 27 inch monitors based on AUO panels with our dots are now expected by end of April. What with the interims early April we should see very interesting movement in the share price

[notimpressed] 22/3/2018 17:31

the vacancies at nano would indicate preparation for
gearing up production. better late than never

[petepitstop] 20/3/2018 20:50

Interesting piece on Bloomberg about the in house development work Apple is doing on display screens.

[nowenterprise] 20/3/2018 15:37

Fair enough Sphere, whatever works for you. There does however seem to be a conspiring of factors regarding de facto commercialisation that cannot be ignored (by me anyway), suggesting that the share is ripe for reversal imminently - in fact probably in process of reversal. But I guess you have it good both ways, and if so then well done.

I agree it will be good to see steady ongoing volume bringing confidence back to this share.

[notimpressed] 20/3/2018 15:10

oh yes you are(don't look now he's behind you)

[sphere25] 20/3/2018 15:01

Shorted at 40 last time and covered at 35.2.

Just shorted again at 39.4 and I'll cover straight away if it rallies through 40 (because it doesn't matter if you are right in the long term, you don't want to be on the wrong end of a short in the short term), but the sell side of the book is looking ominous for bulls - all that buying yesterday and this morning (on the back of the jam from Edelman) hasn't even come close to breaking through 40.

There are sellers in size at that 40 mark and the market makers are gradually shifting back down to 40 to block it off. The smart money will be dumping into this spike realising Edelman has form and is not to be trusted too.

And to reiterate, on the current news, this company doesn't justify the move up from 25p, but that's my opinion. When I see something material here, I will pile in to the long side, but I have been waiting years to see it, and it still hasn't happened.

The volume yesterday got a few excited, but that is an insignificant amount of volume. What you need here to sustain any significant mover higher is either:

A) Some material news that provides revenue visibility and sustainable free cash generation (as oppose to the current jam that is resulting only in cash burn and risk of a further placing).

B) Some very significant volume in the range of 15-20 million to have a short term rally, and then continued daily volume well in excess of the average daily volume to show that there is a material change in sentiment and the stock has scope to re-rate significantly higher on a sustainable basis.

One last thing....

I AM NOT SLIPPY OR SLIPPERY OR WHATEVER THAT MUPPET IS CALLED!

You guys make me laugh! :-D

Here's a thought:

Perhaps try trading this, and you might find it more successful than it has been (to date) as a longer term investment!

[ih_332411] 20/3/2018 13:29

NARRATOR: 8M on hand and more than enough to get to positive cash flow.

[nowenterprise] 20/3/2018 13:04

Anyway, these 2d nano particles for IR sensors are not like quantum dots, and I don't yet have any grasp of their value or margins etc. so such paper napkin calculations are probably unwise.

[nowenterprise] 20/3/2018 13:02

ME said 'double' in his interview, I think the extra space is for office and storage capacity. So if one were to extrapolate the way you have, it's more like 80p ;)

[notimpressed] 20/3/2018 12:46

nowent, it would be nice to speculate the share price rose in step with
increase in floor space, ie by a factor of 3,33. would give a
value of 131p on today's price

[nowenterprise] 20/3/2018 12:31

Press release yesterday about location and expected timing of production expansion:

[boris cobaka] 20/3/2018 05:11

Stale bears are as often misguided as stale bulls.
For them it's become too personal and this clouds the judgement. They find it hard to accept that stocks will often rally especially after extended periods of decline. If genuine traders of the stock some will also be very disappointed to miss a major move and their obsession with calling it lower can prevent them assessing the potential for a stock to reverse. This manifests itself with a desperate attempt to suggest 'dead cat bounce' or calling a top prematurely.

The reality is after a powerful volume supportive rally the stock has taken a 4 week breather and in the process retraced just over 50% of the initial move. It also pinged the 10 week moving average and didn't close below. Yesterdays move was again supported by decent volume and although some may have hoped for an 'ABC' correction there's a very good chance momentum will now see this surge ahead. The key level to watch is 47p. If the share price breaks that then FINALLY the sequence of lower lows/lower highs may be over.
Sentiment the key. Even on a big down day with US markets Nano remained unaffected and being a tech stock this may likely follow the Nasdaq market which at the moment is the one to watch.

V interesting times in the nanosphere.

[mr.oz] 19/3/2018 21:53

Always worth taking a balanced, non emotional view. Slip got it right more times than wrong in my opinion

But I do feel something may be brewing.....
Not confident what :-)

[notimpressed] 19/3/2018 18:27

sphere is slippy

[wynterwilde] 19/3/2018 18:17

Sphere.....I shorted on the high spike then covered just a whisper off the low spike......I'm a trading GOD....

FULL DISCLOSURE

of course you never gave an entry price but I'm guessing it was circa 38/39 judging by the date of your 'disclosure'. That was a month ago.....it's
hardly the 30-25 you forecast....not exactly the sage of ADVFN are you?

Oh by the way.....Wynter is a Proper Noun and a given name, not a misspelling. However, thank you for correcting my 'shere' typo, but you'll understand why I took the p won't you.....

[firminator1] 19/3/2018 16:15

Short position lowest it's been in years only 2.05% with GMT reducing by 0.32% two weeks ago. Feels like starting to gain traction

[trt] 19/3/2018 15:29

Could Nanoco become a takeover target I wonder ?

[nowenterprise] 19/3/2018 15:23

notimp, fair point, hopefully they will have a higher value per gram than cfqds. Also I foresee the applications of IR sensors far beyond the automotive industry, this type of tech could become quite ubiquitous.

[notimpressed] 19/3/2018 15:14

you need an awful lot of sensors to equal the cfqd requirement for one
moderately sized display.