Nanoco Share Discussion Threads

[boris cobaka] 20/4/2018 13:17

Well more trades thru on nex at the mo. That 150k sell is the prime suspect for todays action.

[bagpuss67] 20/4/2018 12:13

Still the French I would imagine. They had rather a lot of shares to get rid of.

[notimpressed] 20/4/2018 11:53

some one is dumping, just hope they wash their hands afterwards

[bagpuss67] 20/4/2018 11:02

tdots. is that correct? don't here it in the interview and don't see any legal charges registered at companies house support debt funding and no evidence I can see of direct equity funding?? Are you talking about the grant? or the partnership with Covance or UCL?

[notimpressed] 20/4/2018 09:59

they are selling the chickens before the egg has hatched.

[ih_332411] 19/4/2018 21:43

I believe Michael said that Nanoco would hold a significant stake in the spin off If that is how it plays out, Nanoco's shareholders will own a stake in it.

[tdots] 19/4/2018 19:05

Per the interview, the life science developments are being funded by private venture capital and that the plan is to spin the life sciences off as a separate entity.

So where do you think the money will go? To the common Nanaco shareholder or to the venture capitalists?

[juleshoddy] 18/4/2018 18:41

Oh god, Edelman and these interviews always come across so painfully positive, it's frustrating! I really hope this share is genuinely gaining some sort of beneficial traction because it's been sinking in the quicksand for years now!

I've only just been hanging in here since the rather dire rinse-and-repeat interims, so close to crystallising my losses. I'm think i'm gonna stick the course though, whatever this brings. Hopefully good things come to those that wait. And wait....

[elrico] 18/4/2018 12:33

hTTps://twitter.com/DirectorsTalk/status/986561268176883712?s=19

[notimpressed] 17/4/2018 17:15

andycapped I would have thought half year results in january,
or nano might break the mould and inform us earlier.

[notimpressed] 16/4/2018 23:05

Given the volume today, i think we can expect an RNS
informing of another reduction from a major II
It does beg the question why jump ship now, when
ostensibly all the pieces are in place for commerciality.

ps anyone know the background of the author in the
link above (eric lloyd langton), maybe ME's dog
has learnt to write

[andycapped] 16/4/2018 21:52

End of financial year, I would expect.

[notimpressed] 16/4/2018 21:02

from the link, this is dated april 18

on the second page under revenue model
it states royalty payments are expected to start filtering
into the bottom line Q1 2018.

that will be july-oct, when will we find out from nano?

[elrico] 16/4/2018 17:51

Nanoco article

[boris cobaka] 16/4/2018 12:12

Lombard sold a few by the looks.

[petepitstop] 15/4/2018 19:25

Climate change is making controlled environment horticulture ever more important and NANO could play a big role in that.

[stun12] 13/4/2018 12:06

Yes, it did. I suspect that Dow would supply the QDs if Samsung ever did dual source, meaning that we wouldn't hear about it at all apart from an increase in royalties from their current very low levels.

[epo001] 13/4/2018 11:33

Thanks, Nanoco were invited speakers at a Samsung QLED summit last year. Seemed kind of odd if they weren't in some form of relationship.

[stun12] 13/4/2018 11:06

epo001, Samsung produces its own QDs effectively in house, with an exclusive supply agreement from Hansol. There has been speculation that the company might be expected to dual-source, but this is only conjecture and has never been confirmed.

[epo001] 13/4/2018 10:20

Got an email from superfi today announcing Samsung's new QLED range. Nanoco seem to have some sort of relationship with Samsung, does anyone know what exactly?

[bagpuss67] 13/4/2018 08:12

Therefore, the first adjusted pre-tax profit of £7.2m is expected in FY2019, giving EPS of 2.4p

What a joy that would be...

[hannath] 12/4/2018 19:44

In tomorrow’s Investors Chronicle issue

NANOCO GROUP PLC (NANO)
Nanoco on the cusp of revenue acceleration

MEGAN BOXALL
Commercial sales are finally beginning to materialise at Nanoco (NANO). Chief executive Michael Edelman admits that he may have been a little optimistic about the time frame for revenue generation from his company’s novel quantum dots – which can be used to emit light using very little – but says that eight of the commercial programmes will begin generating sales in the second half. Indeed, broker Peel Hunt expects revenues in the 2018 financial year (which ends in July) to be roughly six times higher than the £1.3m generated in FY2017.
Sales may have been a long time coming, but investors can at least take comfort from the fact that Nanoco has reduced its spending. In 2017, management removed 50 staff and £400,000 of costs every month, meaning operating losses narrowed to £4.8m from £6.4m in the first six months of FY2017. The balance sheet is also looking healthy following the £8.6m fundraising last October.
Beyond the current financial year, Nanoco’s prospects are even more exciting thanks to its recent commercial agreement with a large US corporation for the manufacture of electronic nano-particles. The company is paying to increase the manufacturing capacity at the group’s Runcorn facility and will start ordering products in early 2019. Therefore, the first adjusted pre-tax profit of £7.2m is expected in FY2019, giving EPS of 2.4p (from -£5.4m and -2p in 2018; and -£10.7m and -3.7p in 2017).
NANOCO (NANO)
ORD PRICE: 36p MARKET VALUE: £101m
TOUCH: 35-36p 12-MONTH HIGH: 47p LOW: 18p
DIVIDEND YIELD: nil PE RATIO: na
NET ASSET VALUE: 5p* NET CASH: £8.7m
Half-year to 31 Jan Turnover (£000) Pre-tax profit (£m) Earnings per share (p) Dividend per share (p)
2017 676 -6.4 -2.3 nil
2018 196 -4.8 -1.6 nil
% change -71 - - -
Ex-div: na
Payment: na
*Includes intangible assets of £3.2m, or 1.1p a share
Investors have been right to be wary of Nanoco as it has struggled to gain sales traction over the last 12 months, but we think the group has finally reached a turning point, that will see revenues (and the share price) accelerate. Buy.
Last IC View: Buy, 31p, 4 Apr 2017

[petepitstop] 12/4/2018 19:07

Most never give the global agricultural industry a second thought but it is massive. Any new and trans-formative systems can have a monumental return very quickly. If the lighting systems for horticulture do in fact turn out to be effective then this income will not be niche; it will be mainstream for the company.

[rochdae] 12/4/2018 17:20

Have a look at the cress market and valuation. Never mind the infrared sensor market or display or the cancer dye market.

An investment is just that, or it's a trade.

People think the market's easy money. Very few participants make any at all, probably around 90% lose. Most chasing their tail. And then they blame other people.

[ghaon] 12/4/2018 16:19

I do like cress