Nanoco Share Discussion Threads

[howl01] 13/9/2018 16:21

Just seen that latest nanosys video - rather worrying in regards to AUO? They do have the established supply history though. Still seem to be debating whether nanosys produce cadmium free over on LSE but there's been various demos of cad free film by them over the last few months and nanoco confirm nanosys sampling cad free film to OEMs currently so not sure why they persist with that idea.

[bagpuss67] 13/9/2018 13:15

Is nanocos display business the next Osram. Quietly disregarded? In favour of the next research project?

[bagpuss67] 13/9/2018 12:37

Hold on...and Nanosys supplying AUO. Wasn’t that supposed to be Nanoco’s end user customer. They just don’t seem to be able to make anything stick

[notimpressed] 13/9/2018 12:16

from the dark side, nanosys are far more vocal about their product,
whereas nanoco are notable by their silence on one of the biggest
events of the year

hxxp://www.nanosysinc.com/in-the-news-archive/2018/9/11/2018-touchtaiwan-nanosys-recap

[bagpuss67] 12/9/2018 18:34

Luck and contributing factors are important but management quality is more important.

[mr.oz] 12/9/2018 18:23

Similarly, his personal wealth successes to the dismay of the PI should also expect to be repeated

[wjs81] 12/9/2018 17:42

Bagpuss - it would surely neither be rational to continually expect an identical outcome whilst the various contributing factors continued to evolve.

[bagpuss67] 12/9/2018 12:04

Does one place a big bet on ME and teams ability to make a success of this from here? What evidence of previous success would make that a rational option?

[notimpressed] 12/9/2018 08:12

bagpuss, i agree with your caution, but this time i think
it is different. the expansion at runcorn is real, but more
important, it is not being left to nano to organise. given
that the partner is funding it, they will have a big input
in its implementation

[notimpressed] 11/9/2018 14:41

from the investor day presentation today

hxxp://www.nanocotechnologies.com/system/files/uploads/financialdocs/nanoco-investor-day-andrew-gooda.pdf

"3D Sensor market growing very rapidly from approximately $1.3bn in 2016 to around $18bn by 2023 (Yole 2018)"

I don't doubt the figures, but like the predictions for cfqd display, the
question is how much market share will nano capture.
Also what percentage of the sensor value does nano receive?

[davemac3] 11/9/2018 08:38

short notice for an investor day, hopefully the big investors were warned about this, it seems smaller investors don't matter

[notimpressed] 11/9/2018 07:36

sp is back to where it was after the tie up announcement
in february. it would be nice to think by next feb we have
more visible income

[jfacwc] 10/9/2018 10:25

At least he is one of the few posters willing to respond when asked. For me, he has been mostly accurate, and could well be this time, which is a difficult ask when considering the vagaries of Nanoco.

[wynterwilde] 10/9/2018 08:31

It's a long way from 25p Boris. Explanation?

[andycapped] 09/9/2018 11:39

Bold statement- no one knows the potential revenue from the US contract.

Also making a lot of assumptions for the near term future. There's uncertainty for sure, but things can move pretty quickly.

[bagpuss67] 09/9/2018 10:06

they cant take account of the fact that we are looking at months before one small revenue stream should come on line and a big delay in the US contact...too risky to hold bearing in mind Nanoco's very long track record of total failure to commercialise anything IMHO..

[blueball] 08/9/2018 18:31

Stay long.

[ih_169538] 08/9/2018 16:55

The LG 4 % investment in Nanosys deal values Nanosys at roughly $250 million.

[howl01] 07/9/2018 23:34

Eskers always good posts though! Thanks (always keeps lse worth a look out)

[howl01] 07/9/2018 23:30

More and more bizarre - I admire his/her commitment though - i hope they're paid but somehow i doubt it - lack of self awareness explains the absense of objectivity. Have a feeling a few of the posters are maybe the same person. Funny