Nanoco Share Discussion Threads

[paulpaolo] 28/8/2018 17:41

TV stuff is just slow moving to date I think. Most interesting prompt thread is the new factory capacity for the secret listed USA client, but the firm doesn't seem to be a one trick pony. Roll on the high res monitors. Monitor and TV = pretty much the same animals. Once you have a high end display product, that's the way surely to penetrate high end TVs.

[howl01] 28/8/2018 17:24

Here's hoping for a little more meat on Nanoco's old bones - heaven knows investors deserve it. Been pretty depressing last couple of years.

[bagpuss67] 28/8/2018 15:55

TrT. If you are in it you could lose it and you must be in for million now?

[bagpuss67] 28/8/2018 15:54

Does it make any odds. AUO showcased stuff last year but nothing came of it. No commercial product coming anytime soon.

[trt] 28/8/2018 15:53

Looking good got be in it to win it !!

[mr.oz] 28/8/2018 15:41

Again

Still can't stop reaching touch as couch...

[mrplay] 28/8/2018 14:21

touch taiwan Begins tomorrow. So people buying back in just incase any news come from the show. So far nothing to indicate cad free but you never know.

[jfacwc] 28/8/2018 14:14

are we due some news, (hopes), or is this share price improvement pure speculation?

[jfacwc] 28/8/2018 10:10

Nw has seemingly boundless energy and belief though, (with occasional truth stretching). Helpful now and again, at times little happens here, but glad he's over there.

[notimpressed] 28/8/2018 09:35

Mrplay I think nigwit is the lse
Board under different aliases

[notimpressed] 27/8/2018 21:21

124 days to year end, and imminent cadmium ban in europe

[bagpuss67] 27/8/2018 09:47

AU Optronics (AUO) will showcase at Touch Taiwan 2018 an array of gaming applications, including what it claims is the world's largest 65-inch 4K (3840 x 2160) big format gaming display (BFGD).

The LCD panel maker will also exhibit at the annual event from August 29-31 its 4K gaming monitor displays that adopt mini LED backlight technology with ultra high brightness and high dynamic range, and a gaming monitor display with 240Hz refresh rate.

For gaming notebook applications, AUO said it will showcase mini LED-backlit 4K LTPS LCDs, 4K LCDs with HDR 600 high dynamic range, and narrow border LCDs with 144Hz refresh rate.

High resolution BFGD

As gaming events grow continuously in scale, gaming displays also increase in terms of size, resolution and refresh rate. AUO said it has given a strong focus to large gaming displays. Its 65-inch 4K bezel-less BFGD boasts 144Hz refresh rate and quantum dot wide color gamut. Its accurate and timely local dimming effect, combined with 1,000 nits ultra high brightness, meets the highest VESA DisplayHDR performance level, AUO said.

Mini LED-backlit gaming monitors

Also targeting at high-end gaming and niche application markets, AUO will exhibit 27- and 32-inch 144Hz gaming monitor displays adopting direct-lit mini LED backlight. Equipped with 4K high resolution and quantum dot wide color gamut, and local dimming effect combined with 1,000 nits ultra high brightness, the displays boast HDR images to meet the highest VESA DisplayHDR performance level, capturing both bright and dark image details in games, AUO said.

240Hz refresh rate

AUO said it will showcase a 25-inch gaming monitor display with 240Hz refresh rate, equipped with full HD (1920 x 1080) resolution, bezel-less design, and 0.5ms response time to fully eliminate image lag and broken pictures. Motion images are sharp without blurs, especially fit for target shooting games where there is not even a millisecond to spare. Its 27-inch QHD (2560 x1440) gaming monitor display boasts 165Hz ultra high refresh rate and 1ms response time, and is currently the fastest gaming monitor display equipped with AHVA technology, AUO added.

High spec gaming notebook applications

For gamers on the move, AUO will present a 17.3-inch UHD 4K gaming notebook PC display, adopting edge-lit backlighting to achieve HDR 600 high dynamic range. The 17.3-inch full HD narrow border gaming notebook PC has a 4mm border width, a frame rate of 144Hz, and could achieve as fast as 3ms response time, the panel maker said. Its 15.6-inch 4K LTPS gaming notebook PC display adopts mini LED technology. With 240 dimming zones, the display meets the highest VESA DisplayHDR performance level with peak brightness of over 1,000 nits, it added.

[boris cobaka] 27/8/2018 06:06

not sure I agree with that analysis notimp.
Rethink?

A lot will depend on patents, barriers to entry for potential competition, and of course ultimately supply and demand.
If there is a definite demand then economies of scale can be brought into play and with production the more you make the cheaper the unit price. Unless you're being screwed over by your suppliers but then it's up to you to attempt to resource elsewhere or 'offshore'.

The initial high rp may make it difficult to gauge demand so sometimes you may need to take a margin hit if it helps drive sales which of course if successful may then actually assist with lowering production costs.

The problem here is there's a complete fog as to what is really going on but the 'revenue' gives the game away.

[notimpressed] 26/8/2018 13:35

every new technology is highly priced at launch,
as more players come on board and production rises
costs, both production and sales rapidly fall away,
as the product becomes mainstream.

[bagpuss67] 25/8/2018 10:50

"As such, and as part of Gamescom coverage, press was made aware by NVIDIA partners of a recent delay decision for these BFGD panels' market introduction - they've been moved to Q1 2019. And as the launch timeframe has jumped, so have cost estimates for the end-user: these now sit between the €4,000 and €5,000 ballpark, making these displays, with as much tech as they have, a difficult buy to stomach."

ah....

[dogwalker] 24/8/2018 20:58

Let's hope not !

[bagpuss67] 24/8/2018 16:36

Could test all time lows. The guy who dumped all his holding at 18p may have made a good call

[howl01] 24/8/2018 16:23

BFGDs being reported as further delayed - now first half of 2019. Think I got back in too early - sub 30 coming up....

[bagpuss67] 24/8/2018 14:52

good call..

[rathean] 24/8/2018 12:09

Adjusted my buy trigger to 28p assuming the first delivery target for the US order is confirmed by the bod. Otherwise it'll be 8p.

[mr.oz] 24/8/2018 12:05

How many times have you topped up, trt?

[boris cobaka] 24/8/2018 10:15

or wait until it drops another 15 -20%