Nanoco Share Discussion Threads

[geraldus] 02/5/2018 13:28

That is very true MWWH.With all these new models due out soon and ME previousy reporting on Dow in production.Would be good to have clarity but I will not hold my breath.

[nowenterprise] 02/5/2018 13:28

in fact ME has said that Dow had been ramping up QD sales, so if not Trevista then what?

[mwwh] 02/5/2018 13:05

Dow have supposedly been working with Kangde Xin. How is it possible that they have not sold Trevista dots? Have they been helping to manufacture and sell someone else's dots? ME needs to clarify this.

[ih_332411] 02/5/2018 13:04

They may be committed to the display market, but I'm not sure about commitment to the technology. Based on their patent applications they appear to be working to advance the state of the art of QD synthesis. Whether that is outside of the Nanoco technology or supplemental to it remains to be seen. Regardless, it would appear that the NANO share price has already fully discounted the Dow relationship.

[notimpressed] 02/5/2018 10:55

noccer, Although not the best outcome, at least it demonstrates dow's
commitment to the technology, otherwise they would not spend money
and time on a product they did n't view as commercially viable.
Again it highlights the overly optimistic timescale in the
commercialization of cfqd

[noccer] 02/5/2018 09:39

Trevista update - Dow has kept extending the reservation of this trademark and has never issued a statement of use (SoU) - which is a requirement if they commercially sell QDs. They have now used up their 5th and last allowed extension so should either issue a SoU or lose the trademark. But now Rohm & Haas Electronic Materials has applied for use of the Trevista trademark. Rohm & Haas was taken over by Dow in 2008. I suppose there could be a non-Trevista route that might have been used by Dow to produce and sell QD film instead of QDs, but to me the lack of SoU says Dow still have not yet directly sold QDs to a third party. It looks like applying through Rohm & Haas is a way to extend their reservation of the trademark.

[bagpuss67] 02/5/2018 08:28

yes agreed stun.

[stun12] 02/5/2018 08:09

The conversion is into shares in the subsidiary company, Nanoco 2d, and is dependent on a third party minimum £1m investment in the unit or flotation. So no dilution to NANO, but a possible dilution of our ownership of Nanoco 2d at a later stage, and if successful.

[bagpuss67] 02/5/2018 07:26

Yes typical Nano. When will they ever actually commercialise something rather than talking about it.

Would be interesting to know the dilution on conversion of the loan notes.

[mr.oz] 02/5/2018 07:18

RNS
NANO making it sound 2D is already being made to commercial scale, if you want to interpret it that way

[bagpuss67] 30/4/2018 08:40

Its generally accepted speculation its the AUO panel with dots supplied by Wah Hong in this monitor.

[mrplay] 30/4/2018 08:36

Surely if it contained nanoco's dots they could release a RNS to state finally a commercial product launched. I do not see any such news for a while. I could be wrong ME did state first commerical product release in the first quarter and that did not happen so..... Happy to be proven wrong.

[bagpuss67] 30/4/2018 08:29

Great review. Just need not to have a typical Nano bad surprise and actually get confirmation that this is indeed the first commercially available Display product featuring nano CFQDs.

[noccer] 29/4/2018 21:50

I also considered STMicro, but read they are headquartered in Geneva, so put that to one side as not an American company, though they are also listed on NYSE as well as Euronext.

[rochdae] 29/4/2018 13:02

STMicroelectronics tie up perhaps. Into Smart Car sensors in a big way and link up with Apple on Quantum Dot 3-D sensors..







STM is also working with Apple on a next generation 3-D sensor incorporating quantum dot technologies, but this may be only introduced in 2019.

[rochdae] 29/4/2018 08:05

Could Nano be a part of project Titan ..



Apple increasing participation in Qdots..



I think the name of the large American company funding Nano's production ramp up and development is beginning to be known by the market. Wonder who it is?

[boris cobaka] 29/4/2018 06:28

lol now we know they're really in trouble...

[notimpressed] 28/4/2018 18:49

The absolute ban in October 2019 is only 17 months away.
No manufacturer is going to risk being left behind with
legacy products. By implication they must all be pursuing
cad free product development, and there are not to many suppliers to choose from.
Samsung are not going to supply OEM in order for them to
compete. At the moment only nanoco seem to be in the race.

[whum] 28/4/2018 18:29

from the half year results profit = minus £10.7 million
Adjusted EPS = minus 3.82p/share

turn that round profit = +£10.7 million
EPS =+ 3.72p/share or a p/e ratio of 11.25
certainly not to be dismissed lightly given most tech stocks have
much higher ratio's

[enteleon] 28/4/2018 15:27

Thank you Boris for chart assessment. I agree ref. the resistance at 46-48p.

Certainly staying long; in credit by a slim margin.

Edelman may now be proving his worth by stirring up business in the US. I have great confidence in Dr Nigel Pickett. He is, without doubt, a world-class nano materials scientist and, moreover, he has never sold a share.

Back in the bead-counting department, Blain the CFO, whilst appearing rather a depressive type, is extremely watchful of overheads, so I think we are in good hands there. He is dedicated and you won't see him flouncing off on his yacht.

Interesting comments ref. IR detectors and speculations ref. future with other gadgets. Surely,it is the intellectual strength of Nano that has attracted the un-named US investor ? Nano has demonstrated its prowess (largely thanks to Pickett and colleagues) in a variety of applications, albeit with poor commercialization so far. The lack of commercialization will not faze the US giant; the attraction of an early grab on serious talent will be the great attraction here. The FAANGS/IBM (whomever the investor is) think years and years ahead.

My only slight concern is revenue stream. Even under the watchful eye of Blain, reported revenues have been poor, with consequent dismal share price The share-placing would keep Nano going until October. If a further placing is required, one can only hope that it is based on a more solid share price Of course, with the solid backing of the US investor, debt-raising becomes a viable alternative. We'll have to see!

At long last, we may be seeing a real, not false, dawn. Good luck everybody. Funny how the shrill, contemptuous voices of the shorters go quiet !!

[boris cobaka] 28/4/2018 07:12

notimp -

the pattern stuff was for jfac. They are there if you care to look but i don't personally follow patterns that closely.
Support/resistance levels though are imo very significant and are often validated by the traders/investors who watch for these levels.
As for gaps well on the daily chart they do tend to fill most of the time although not all as quickly as some would like but gaps on the weekly chart are quite rare unless it's a very illiquid stock (which nano isn't). The thing is with gaps they are mostly accompanied by a surge in volume which in nano's case is nowhere in sight.
Looking back there are only 4 other gaps on the weekly chart for nano, 3 of which occurred within the first 6 months of trading back in '09 (when there was a lot less stock) the other one was in 2012 and closed in 9 weeks. Since 2012 nada.

I like those odds.
All imo etc

[nowenterprise] 27/4/2018 22:35

You should be slightlymoreimpressed by now, surely?

[notimpressed] 27/4/2018 21:25

perhaps apple could test drive the new headsets on mourinho
to convince him united really are a winning team.