Nanoco Share Discussion Threads

[ih_332411] 11/1/2019 14:40

BP67- To be determined, but I believe the more important takeaway here is that Nanoco continues to sign up recognizable commercial partners who are bringing their own application and technology expertise to the party. To me this reinforces that Nanoco possesses commercial skills (in tying up these deals) and legitimate technology. It's not like they are conning a non-technical financial backer or 3rd world country with concepts, hopes, and dreams. These OEM partners are sophisticated and have surely put NANO's QD's through product evaluations prior to these partnerships being announced. Every deal is additive. The volume and cash flow is cumulative and company expanding.

[andycapped] 11/1/2019 14:14

From what I've read, QD's are an essential integral part of microLED display, as phosphors aren't small enough to obtain the different colours required at high resolutions.

So it's more a case of how fast the industry ramps commercially. I guess it's likely to be smart watches and VR bins that get the first attention, followed by phones, tablets etc. The benefits are clear- brighter more efficient displays, as they're the largest energy hog in portable devices, that has the capacity to be a game changer.

[bagpuss67] 11/1/2019 13:48

Will they require QDs in volume though?

[roadster750] 11/1/2019 13:41

sweet, that last paragraph is dynamite


"Plessey said that compared with other display technologies, microLEDs are brighter, smaller, lighter, and more energy-efficient and have a longer operating life. Where they replace OLEDs — for example, in AR/VR goggles or head-up displays — Plessey claims that its microLEDs offer 10 times the resolution, 100 times the contrast ratio, and up to 1,000 times the luminance. They do so at half the power consumption, doubling battery life in portable devices. They also feature perfect blacks, realistic color, and immunity to burn-in or decay over time."

[ih_332411] 11/1/2019 12:10

"The primary initial application is the head-mounted display for AR and VR, such as in gaming, where customers want specific color ranges and gamuts. Mike Lee, president of corporate and business development at Plessey, said that one specific customer in this area is planning to launch products in 2020 using its quantum-dot–based microLED displays."

"Lee said the quantum dots are applied onto microLED arrays using an inkjet process, for which the two companies will file a joint patent. 'Quantum dots offer the best solution for today’s emerging display requirements,' Lee said. 'The nano-sized emitters with narrow band emission make them a suitable solution for Plessey’s microLED display roadmap, which will see pixels being driven down to 4 µm in size in 2019.'”

[mr.oz] 10/1/2019 22:30

I feel sorry for the girls and boys being taken along for this ride at Runcorn. But can't expect loyalty or longevity with this BOD

[davemac3] 10/1/2019 21:45

what no Nano pouffes at CES? must be time to sell

[howl01] 10/1/2019 19:50

Tried Ms Watson a couple of days ago to enquire if there was anything to look out for at CES this year - normally quite helpful - no response. The Nano PR / investor relations machine back to business as usual.

[roadster750] 10/1/2019 14:43

give cw a email and ask for twitter update

I see plessey have managed a few tweets from CES
sfa from the nano team😒

[mrplay] 10/1/2019 14:26

What’s happening? Can’t find any info on cad free from ces2019. Anyway know different?

[howl01] 10/1/2019 14:22

Might be a good exit point?

[trt] 10/1/2019 14:22

50p very soon

[bagpuss67] 10/1/2019 14:07

Looking perky

[bagpuss67] 09/1/2019 17:52

that's a meaty crossing trade...trt must be you!

[trt] 09/1/2019 13:28

Things starting to look up could see rise to 50p from here.

[roadster750] 09/1/2019 13:20

Dow have been recruiting production staff at cheonan for several months now also tcls release of a qd display in the u.s. for the first time later in the year indicate to me that cheonan is in play.

[mrplay] 09/1/2019 12:05

Well that is what they have done for the last 4 years.

[notimpressed] 09/1/2019 11:29

bagpuss, I accept your point, but you have to ask the question
would dupont/dow maintain a facility with no actual or
prospective sales.

[bagpuss67] 09/1/2019 08:06

notimpressed. I think that wording has been there for a couple of years but there has been no evidence that has been brought to the BB of any actual commercial activity

[notimpressed] 09/1/2019 08:03

roadster, is it a deliberate subliminal inference
I would like to think so.
If you include the latest from DuPont on trevista(below)
it is just possible nano have achieved commercial production .

"Dow is a leading global company in cadmium-free quantum dots
Dow is now operating a large-scale manufacturing facility in Cheonan, South Korea and able to produce cadmium-free quantum dots to meet customers' commercial requirements
Dow maintains the highest global standards for quality and supply efficiency"

full link
hxxp://www.dupont.com/products/quantum-dots.html

[roadster750] 08/1/2019 22:30

Brian Gallys off the cuff comments are revealing.....
“If you buy a Samsung premium TV, you are getting a TV with quantum dot film,” said Brian Gally, head of products for Nanoco. “Gaming displays also use QD film. Clearly, the poster child is Samsung, which promotes QDs in premium TVs and gaming monitors, and Asus and Acer also use QDs in their gaming monitors. In China, TCL offers high-end TVs with quantum dots.”

[roadster750] 08/1/2019 14:38

oo thats a tough one, can i phone a friend

[mr.oz] 08/1/2019 14:15

ME's statements mean Jack sh!t
What has he ever said that has come good?

[roadster750] 08/1/2019 07:40

Both TCL and HiSense will be launching enhanced performance quantum dot displays later in 2019,if nanoco is involved in the supply chain we should find out before that hopefully!









And possible nanomaterials partner that isnt apple




Edelman did say a few months back that the first gaming monitors to hit the market would be asus acer out of auo

[howl01] 07/1/2019 20:22

Let's hope for some (pleasant) surprise news then roadster! Even the forever optimists over on LSE seem to be backtracking on their predictions.