Nanoco Share Discussion Threads

[nigwit] 19/6/2019 18:11

One customer, likely Apple, is more than enough and 20% of the total stock was sold at 18p yet the price has doubled since. That is significant, not ridiculous.

On top of that there are partnerships with DuPont and Merck. Two massive concerns who have invested massively.

Honestly, people moan about having no customers then about only having one. Clearly, they have no perspective of how to invest, long term in pre-revenue tech stocks or the inevitable risks and delays nearly always associated with them.

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The recent fall has been on very low volumes and not associated, so far, with any TR1 notices from patient institutional holders who do know what they're doing. I'll take my lead from them.

[howl01] 19/6/2019 18:06

Think there's only one person you're kidding Nigel - back to the shallow end with you - you're out of your depth.

[howl01] 19/6/2019 18:06

Think there's only one person you're kidding Nigel - back to the shallow end with you - you're out of your depth.

[bagpuss67] 19/6/2019 17:56

The revenues are from one customer who hasn't yet commercialised its own product and may never do so.

We have been led to believe that nano was on the cusp of commercialising QDs with many partners creating a diverse revenue stream. That was false.

Its also frankly ridiculous to reference 18p which was the price of a distressed fund raising at 10% of the share price peak to measure success against.

[nigwit] 19/6/2019 17:25

No the current record revenues are banked ahead of my initial expectations and don't require fantasy or excuses. Also the share price is still up from 18p to 36p since the last raise reflecting the recovery I anticipated.

[howl01] 19/6/2019 16:59

Seems to me that the experienced Nanoco investor is cynical, trades and is in profit. The gormless inexperienced investor buys on total fantasy, makes excuses for performance and behaviour, holds and is not. 55 down to 35 is a close to 40% loss for some.

[howl01] 19/6/2019 16:36

Nanoco's absence noted at SID

[nigwit] 19/6/2019 16:06

In future jPlay please may I suggest you read all the small print before investing in the stock market.

You (and whoever has ticked up any of your gormless posts) are classic examples of inexperienced investors completely out of their depth.

The company is worth over £100m.

If you didn't buy right the man to blame is in your mirror.

[mrplay] 19/6/2019 15:05

Mike joined in 2004. 15 years and how many sales? Many many excuses. Many many partnerships failed. Many many time frames come and gone. Many fincial estimates completely wrong.

[mrplay] 19/6/2019 13:48

You seriously think nanoco will not know where the dots end up? So when mike said first commercial display q1 2018 he was guessing a random oem might have a tv with nanoco dots. Maybe nanoco have already released a display and even they don’t know.
Hahhahahhaha

[nigwit] 19/6/2019 13:13

There's never been an occasion when any director has bought or sold coincidentally with news so insinuations aren't worthy.

If you want, and if you have the skills and knowledge, you can start your own business raise investment and work in it for a decade or more with the benefit of the insight that provides so you have no reason to feel on an uneven footing.

If they are Nanoco dots then it's probable that being the supplier to the supplier to the supplier to the OEM they don't know.

[andycapped] 19/6/2019 12:24

If they are Nanoco dots, does seem strange they're keeping quiet- I'd have thought after all this time they'd be singing it from the rooftops.

[howl01] 19/6/2019 01:04

Insider trading debate is just stoopid

[howl01] 19/6/2019 00:49

I'd love to have Mike's insight. He's not forthcoming. Performance, price, market, partners, etc etc. I'd trade better with that information. I don't feel I'm on an even footing somehow. Legal?

[nigwit] 18/6/2019 22:25

Insider trading is not about the director being ‘inside’ the company but about trading using material information that is only ‘inside’ the company and not released to the market. Anyone using such inside information to trade is committing an offence.

[nigwit] 18/6/2019 22:14

Compare the specs of the ASUS with the bottommost in the 35” list here



They’re all the same except the gamut, which ASUS give as 90% DCI P3 but the database gives as 95%. Yet Nanosys claim 99% DCI P3 for their heavy-metal free in the table here (and this is at least the same for all their films).



(Again I’m not drawing conclusions. IMV Nanosys can’t be ruled out but neither can Nanoco.)

[howl01] 18/6/2019 21:54

Mike was quite clear I agree hence I anticipate product before (my not his) retirement.

[howl01] 18/6/2019 21:51

A CEO, if trading, is by definition an inside trader.

[nigwit] 18/6/2019 20:35

Your personal doubts and suppositions around the director’s sale are irrelevant. Worse, you are insinuating the CEO is an inside trader in Nanoco shares, which is ridiculous. Edelman was quite clear in the last Q and A after the last results presentation that the QD monitor announced last year was still in process.

If you want to be taken seriously go find some solid facts to support your rhetoric.

[mrplay] 18/6/2019 20:26

Heavily doubt this is nanoco. Just of the facts mike sells 2 million and no mention of display from nanoco. If this had cad free nanoco dots they would of released news of the first commercial display available. Silence as usual means they are not close.

[nigwit] 18/6/2019 18:23

This tweet is interesting.



It seems that after long delays ASUS have launched a 35” curved screen QD monitor.

The specifications are here

These specifications give the gamut as 90% DCI P3 compared with 95% on the last ASUS QD model. This possibly indicates a shift to cadmium free dots and therefore may account for the batch of QDs that Nanoco sold to Wah Hong last year.

(Once again. I’m just pointing to the facts I see, which aren’t complete, so please don’t criticise me. It’s up to you to find out more and decide if this helps with your individual choices.)

[howl01] 18/6/2019 14:31

I just did.