Nanoco Share Discussion Threads

[notimpressed] 09/5/2018 09:44

from the link above, the most important line

"The company remains on a course to deliver a significant inflection in financial performance, starting in H2."

slippy are you reading this?

[noccer] 09/5/2018 09:20

Edison seem to be saying its an image sensor now. As far as I can tell Invisage had two QD based sensors on the go before Apple took them over, a camera image sensor fairly well developed and a 3D infra-red QD sensor they thought could be used to help navigate drones. Now Apple must have taken them over for a reason, though their timescales could be very different, and they may have different application for the technology, like gesture recognition. However I still think Apple fits the bill.

From Edision .. "We do know the partnership centres around developing an innovative image sensor product."

[a0469514] 09/5/2018 08:49

Rochdae re 16639Where does it say it is about sensors? I am thinking it's much more likely to be for Apple's new screens. They have to buy the best available now from Samsung for the iPhone X, which I am sure they cannot be happy about. They will want to develop their own which will use the best available technology. Hence this deal. I might be wrong but it seems quite likely to me and if so, - very big indeed.

[mr.oz] 09/5/2018 07:49

Assumption is that's NANO and not Nanosys
... Ofcourse

[rochdae] 09/5/2018 06:46

Boris,

Something to do with it being the biggest company on the planet I would expect!

Anyway, looks like two weeks to blast off!

[boris cobaka] 09/5/2018 06:02

Ah ffs why oh why are peeps obsessed with aapl.
ABA please.

[rochdae] 08/5/2018 19:55

Wetted appetites sent this to 200 ... don't assume that can't happen again.

It's quite clear to me that we're talking about Apple here. At some point that info. will seep into the market.

And don't forget the follow-on development agreement is not necessarily linked to the first agreement. That's just supposition. It could be for a completely different type of sensor.

The market in the following months will start to reveal the truth.

And that 3.6 million tax rebate is important. It will figure in the next set of results.

[mr.oz] 08/5/2018 19:04

Yes, support seemed to appear each time 47p was tested this afternoon imv
Positive surprises may whet people's appetites to stay around a bit longer.
That and FOMO

[boris cobaka] 08/5/2018 17:18

Pretty decent day. Best volume-wise since Feb mega-news. 3mil + another 300k on nex.
Closed above that all important higher low level of 47p - maybe a slow and steady climb would be preferred to that mega-spike which is often unsustainable.

Perhaps the most important thing now is a resumption of the wider market melt-up phase.
If as i suspect this is led by tech then the likes of nano could see a major boost. We're not on that final leg just yet but it'll happen very soon imo. This shakeout correction since Feb has really unnerved many investors both private and institutional - it needed to happen and seeing a more bearish take now is just the ticket.
All imo etc
Exciting times ahead.

[notimpressed] 08/5/2018 12:31

rochdae, although helpful nano needs income from sales not
tax credits. that said they seem to be building a solid base
from which they can become cash positive. onwards and upwards.
as you say the display side is building, at some point soon
we would expect to see income ramping up.

[nowenterprise] 08/5/2018 12:30

£1.8 million in tax credit due this month (May).

hxxps://youtu.be/6uEPC2GQolE?t=352

[rochdae] 08/5/2018 12:22

Anyone recall the tax credit due ... I remember it was 3.5 million or there abouts?

[boris cobaka] 08/5/2018 11:46

notimp - the reportable position is pretty small now and anyhow if the share price continues to climb the unwinding will help support the share price

49p pinged earlier and over 2mil volume now.

[notimpressed] 08/5/2018 11:32

it would be nice to see the elimination of the short positions.

[noccer] 08/5/2018 11:29

We've got the release of the QD games monitors to look forward to in the next few weeks, so lets hope we can get some news from Nanoco on that front and keep the ball rolling.

[boris cobaka] 08/5/2018 10:26

nowent - looking good so far. There's been some large 6 fig trades going thru. I'd expect more of the same and it does look like we're about to get a confirmed breakout.
If we do get news on sales we could see a significant re-rate (depending on the news) but they don't have to do much to beat last year.

The vast majority of the trades are non 'AT'. I'd expect to see a jump in volume once the ol' AT machine gets into gear.

[rochdae] 08/5/2018 09:42

With probably another payment due before the end of the financial year plus that 3 million plus tax credit we could be looking at revenue of around 9 million. In other words Nano has become cash neutral. Revenue could be up some 900% on last year.

The next big announcement is from display ...

[aimingupward2] 08/5/2018 09:39

This is a substantial ‘milestone payment’ and it has come in much earlier than I expected, so Nano must be doing really well.

[nowenterprise] 08/5/2018 09:30

boris, 1 million traded by 9:30AM - mustn't grumble hey ;)

[mr.oz] 08/5/2018 09:11

There'll be a few here well underwater.
And plenty bitter about the past.
Hopefully they'll be taking opportunity to cut their averages and get back in the blue.

[rochdae] 08/5/2018 09:06

mr.oz,

When the facts appear in the financial statements it will be too late to make any money!

Unfortunately, too many thought this was a scam ... but nobel laureates don't sign up to scams ...neither does Dow, Merch or AUO..

Time to wake up and smell the coffee imo..

[mr.oz] 08/5/2018 09:02

Rochdae, you sound like ME.a little
Promising everything very highly.
There were times I started to think this was a scam.
Opinions form and change
And that's all they are. Including yours, - until the facts appear in the financial statements

As will be the case here in this last announcement

[boris cobaka] 08/5/2018 08:53

To recap on my earlier post to jfac -

If the handle of that cup on the daily is already completed then it points to quite an underlying strength with hardly any retrace. At the same time the longer term inverse head and shoulders has just seen the neckline pierced. That's the pattern stuff but perhaps more importantly the last higher low of 47p has been broken. That's huge when you consider how long this stock has been in the grip of that move.

Key point though now is the volume. The bigger the better.
Gl.

[rochdae] 08/5/2018 08:49

mr.oz,

Nano have always been a professional outfit. It's just that the industry they are in has taken much longer than anticipated to get traction. Now industry is catching up with the science. Display production announcements imminent. Two commercial agreements signed recently and a 2D spin out funded by Manchester Uni... Could accelerated quickly from here.

And well done the CEO. He got that agreement stateside ... with a company that sounds like a fruit is my bet. Part of the Titan project..

Nano now becoming a rare bread of Qdot companies with a growing revenue stream..

[boris cobaka] 08/5/2018 08:45

Critical tech point.