Nanoco Share Discussion Threads

[nigwit] 14/6/2019 13:05

“Plessey has the only monolithic Micro LED solution currently available and is now licensing the technology to partners to create custom displays and light sources for a wide range of consumer electronics applications and more.“

Source:

[bagpuss67] 14/6/2019 10:37

Yes Hopefully. But they have never delivered anything to comercialisation to date. I will be very happy if this time its different. Especially as all the eggs are now in one basket

[aquaesulis01] 14/6/2019 10:19

Must admit I agree with NigWit on this one, you either believe the company has turned a corner and stay invested or get out if you do not. The external risk with disruptive technologies that your customers (especially a single big Customer)are not ready to proceed to market on time are recognised by Nanoco and mitigated as far as possible.
Hopefully an RNS will be issued in July confirming stress testing has completed by first half 2019 iaw 15th Aug 2018 trading update and provide you with some reassurance that deadlines are now being met.

"The new manufacturing facilities in Runcorn are progressing as planned. Small-scale commercial shipments are expected to commence in calendar Quarter 4, 2018 and volume production is expected to commence in the second half of calendar 2019. H1 2019 calendar year will be utilised to stress test and improve the new Runcorn facility"

[nigwit] 14/6/2019 10:04

Thank you for your concern. I think the CEO has done an excellent job to form the partnerships he has with major players and I am happy with the whole team at Nanoco and with my investment. Clearly all the institutional investors agree. If the price continues to drift lower over the summer, ahead of the final results in the autumn, I shall regard it a second bite of the cherry and as an opportunity to increase my holding for the long term.


(I closed the second account (which I had forgotten existed and posted from only once) and I chose to voluntarily close my LSE account too. I am sure if you do a members search you will be able to verify but I am don't understand why this should be important to anyone but me since it is irrelevant to the investment case.)

[mrplay] 14/6/2019 09:52

I think you will find no one is a fan of mike. He joined without the right experience and has failed to deliver. Nigwit have you still doubled your investment? Or has the 20p drop caused by mike selling 2 million share changes your investment. Maybe you are still shorting nanoco. Are you still using your multiple accounts?

[nigwit] 14/6/2019 09:43

I understand about the past and did so before investing as a recovery play because things can and do change. I'm satisfied that the historic delays have been justified and that money is being banked.

(I think you need to either let go of the past and find hope for the future or sell your shares and move on. You said you would at 50p and have had several chances but still you post personal bitterness on multiple forums. It's disrespectful not only to other holders, who deserve more from each other, but to yourself. No-one has listened to you, least of all the CEO, who has continued to earn his living whilst you endlessly repeat yourself and waste your own time and your own life pursuing a futile vendetta.)

[mrplay] 14/6/2019 09:29

Nigwit read lasts years and the years before. They failed to meet every estimated revenue. Why would this year be any different compared to every other year in the history of nanoco. What they say and what they do are two completely different.

[nigwit] 14/6/2019 08:55

MrPlay

Yours is a cheap, sarcastic comment devoid of all nuance, complexity and balance

According to page 8 of the interim results published in April this year Nanoco will earn contracted revenue of £17.1 million from the US Partner (likely Apple) between February 2018 and the end of Calendar 2019.

Compare this with the $1 million that Quantum Materials will earn from their Indian partner between now and next year.

Why does an American company repeatedly contract with Nanoco whilst an Indian company contracts with an American competitor, and for a deal one-twentieth the size?

[notimpressed] 14/6/2019 07:13

latest from QMC

hxxps://www.globenewswire.com/news-release/2019/06/13/1868261/0/en/Quantum-Materials-Corp-Announces-1-Million-Order-for-Two-High-Volume-Quantum-Dot-Production-Systems.html

[mrplay] 14/6/2019 00:36

Great another partnership. Add it to the list Merck, Dow, osram the list is endless. Where are the sales? The contracts.

[nigwit] 13/6/2019 22:58

“And in case you missed our news leading up to CES, Nanoco and Plessey, a global leader in microLED arrays, announced a partnership to create a more colourful experiences in VR/AR and wearable applications through the power of Nanoco’s Cadmium-free Quantum Dots.

Using Plessey’s patented microLED technology, pixel sizes can shrink from 30µm (the previous standard limit) to an impressive 4µm without loss in performance. The combination of Plessey's blue microLEDs embedded with Nanoco’s red and green CFQD® quantum dots dramatically enhances colour gamut and energy efficiency for higher-resolution microLED displays in various applications, including AR/VR devices, watches, and mobile devices.”

Source: Nanoco -

[bagpuss67] 13/6/2019 22:46

Can that work with ME share sale.

[howl01] 13/6/2019 17:36

Best bet for an RNS over next couple of weeks may be confirmation Nano have successfully scaled up the process and customer has validated. Let's hope there's no radio silence. Could give a much needed mini boost to share price for a time.

[mrplay] 13/6/2019 16:54

Maybe because nanoco never meets a deadline and always has a long list of excuses. As I have repeated many times they released a Rns that they would be supplying lg for display to hit the shops for November 2015. Since they Rns they have never released a single display despite the many many comments mike has made over the years. The only success as a ceo is to release a sports massage device and some growing lights that you might find the is discount bin. Every time he talks he says exciting times and our dots are the best. They must be on qd generation 56 by now. How does he reward himself by selling off 10 million shares over the years. I love it when he says we believe we do not need any more funding followed by we have successfully raised 8 million. Or income that is really deferred payment of a product they have not even made yet. Multimillionaire mike from the disastrous job of running nanoco. Anyone heard any more of the q1 2018 display that he mentioned in 2017. The share price is sinking because no one trusts mike.

[howl01] 13/6/2019 16:40

Think Mike backtracked somewhat on that statement in his last interview. Period of validation and testing to end of year which is covered under contract and then hoping for an order to apoear next year sometime.

[andycapped] 13/6/2019 16:33

You tell me.

[notimpressed] 13/6/2019 16:03

from the needham growth conference jan 19 page 6 of the
pesentation says expected start to commercial production
H1 FY20, or 48 days from today.
if so why is the share price in the doldrums

[andycapped] 12/6/2019 20:43

Other directors and ii's don't seem to be selling, and they'll have a much better head's up than us pi's. Nigel Pickett sold a minuscule part of his portfolio around the same time as the CEO, nowhere near enough to be of concern.

[nigwit] 12/6/2019 19:19

That’s your version of the facts with which I am entitled to disagree, as I do, without being called childish names.

If you don’t like this investment why are you posting at all though? Do you believe there’s a huge silent audience of naive investors who are incapable of coming to their own conclusions without you? If so, do you think they’ll be impressed by your playground, personal remarks?

So far as I can see the only value in these boards is as a single place where information can be gathered. That’s why I always provide the web links from my research and why I don’t tell others what conclusions to draw

I’m sorry that holders who have held longer than me are at a loss but it’s faulty logic and impatience to assume that will always be the case and I’m happy with my investment so far even though it’s still early days. The negative sentiment here has been over-pessimistic for the last two years but it seems to emanate from a tiny number of stale, vocal holders who don’t seem able to move on. It’s not a healthy foundation for serious debate and deeply unpleasant.

[howl01] 12/6/2019 18:46

The facts are Vuzix don't use Nanoco QDs as the displays don't exist yet as Plessey don't make them. Kyulux are having issues with developing TADF itself so any JV work will be on the back burner to say the least. Wah Hong have plenty of other far larger business to service and their share price rise has FA to do with Nanoco. It's just the constant stream of childlike nonsense that pi$$es me off coupled with your arrogance and patronising (unjustified) delivery. Ok I also had a bad day.

[nigwit] 12/6/2019 18:25

When you mock and sneer there is only one person you demean. I am not sure why you do it. Perhaps it's because the facts aren't your side.

Interesting Tweet from Plessey today too.

[howl01] 12/6/2019 18:19

Hed have to be doing something illegal to get jail time. Any nugget realises that a CEO has a view of his market and his company's prospects. Back to waiting for Marty McFly to come back with your smart glasses which haven't been made yet Nigel. Pillock.