Nanoco Share Discussion Threads

[lauders] 17/4/2019 14:04

Surprised nobody shared this link yet:

At least I don't think it has been shared!

[ghaon] 17/4/2019 14:01

Interesting that we have a new institutional holder that is France/Germany based.

[beeezzz] 16/4/2019 21:53

howl....Interesting report, seems like there is way to go before we will see mass production, it would have been nice know are they a premium product, with huge advantages over LED/OLED screens.

IQE are into epitaxy wafers.....

[blueball] 16/4/2019 20:55

Bull kumo break-out today easily 60p in the next weeks.

[hostman] 16/4/2019 20:30

Nice little lift up ... likely to see 60p sometime in the next few weeks?

[bagpuss67] 16/4/2019 20:26

I wonder if the further GMT short closures have been giving this a lift.

[roadster750] 15/4/2019 09:41

MM.s seem determined to coax share price up!

Might be off the back of this.

[mwwh] 12/4/2019 15:39

Director Chris Batterham acquired shares worth GBP59,187 on the open market at a price of 47.354 pence each. This purchase was made immediately after the earnings announcement. Promising--largest director purchase in a long time.

[notimpressed] 12/4/2019 15:33

2 mill traded and only 1% movement.
can anyone smell fish?

[jfacwc] 12/4/2019 14:15

Anyone know what would cause all of the 142 trades? Who knows how many .... (button stuck?)New one for nano.

[notimpressed] 11/4/2019 09:16

always look on the bright side of life

[ghaon] 11/4/2019 09:03

A bit more than a token gesture

[blueball] 11/4/2019 08:53

Lovely RNS.

[bagpuss67] 11/4/2019 08:31

Nice positive rns

[roadster750] 11/4/2019 08:13

When did CHRIS BATTERHAM join nanoco !
edit
1st April. do keep up.

[notimpressed] 11/4/2019 06:12

from the report
"Contracted orders for delivery in H2 FY19 of £3.4m and subsequent years of £4.8m"

Are we to assume this is the value of the contract with the US partner?

director purchase CHRIS BATTERHAM
b) Nature of the transaction PURCHASE OF ORDINARY SHARES
c) Price(s) and volume(s) Price(s) Volume(s)
47.354p 125,000

now there's a vote of confidence

[ghaon] 09/4/2019 18:25

Peel Hunt retains its buy rating with a 67p target price

[ghaon] 09/4/2019 16:09

Hi Bagpuss - I'm not saying that there aren't any risks. In my opinion it is in display where most of the current risk lies. However, the company already has the relationships in place and the experience to be able to progress quickly.

[roadster750] 09/4/2019 13:40

And it seems they might be about to embark on expensive litigation due to patent infringement with a big player, did i hear correctly that the patent porfolio costs a million a year to maintain, yet again the gilded geek gets to feed from the nanoco trough unhindered.

[mrplay] 09/4/2019 12:47

Another year another just round the corner. Shocking that the end of 2017 mike stated first commercial display q1 2018. 19 months after making the statement where are we?
What updates? Working with 13 oems?

When Dow failed they came back with Merck and wahong. When they failed they came back with mystery US company. What’s next?

[bagpuss67] 09/4/2019 11:50

Thanks for the observations. Have you not got concerns about the complexity of the supply chain and the vulnerability to delays in that. There isn't any viability on meaningful replacement income from the display partners you refer to and it may be years off?

[ghaon] 09/4/2019 11:44

Not worried at all. Everything on target and any surprises will be to the upside e.g. Plessey. There is no reason to suggest that the US customer will ditch Nano post Dec 2019 as everything until now has been to set in place a production ready platform. I believe a further contract by the US customer will be awarded in the coming months. In terms of reliance on a single customer, this is simply not the case. Nano have several others (Dupont, Wah Hong, Merck, Kyulux, Plessey, etc) that will start to add material revenues as they gain traction in the short/medium term. QDs are not going away. I will be adding.