Nanoco Share Discussion Threads

[cudmore] 26/6/2019 07:45

hxxps://www.wareable.com/ar/vuzix-ar-smartglasses-designer-release-date-price-specs-7342

[andycapped] 26/6/2019 07:20

Don’t know why zen keeps harping on about ahorters, far as I can tell only bones has declared he’s short on the company. I certainly never have, wish I had sometimes although it cuts across the grain for me. Think most are just lth’s who have patiently waited for this company to fulfil failed expectations. Do bear in mind that the ability to produce and sell QD’s has been with Nanoco and Dow for some years now, yet the orders have hardly flooded in. The Chinese are buying dots, but not from us.

[howl01] 26/6/2019 00:08

Are 'the Chinese' out shopping for quantum dots? Why did noone tell Nanoco? They really must explore this opportunity! Job done!

[zen12] 25/6/2019 23:19

Doesn't have to be a cash call which is what the shorters are trying to sell here tonight once again, could easily be new contract with Apple, if not Chinese I'm sure are already waiting in the wings and ready. 6m cash in the bank + zero debt and contract till Dec 19.

[barnetpeter] 25/6/2019 22:49

Over 50 pence a month ago to just 5p last week. Nasty. Recover to about 15p imo.

[bagpuss67] 25/6/2019 22:42

Trt. You have been, according to you, loading up at all sorts of prices for ages

That means you are sitting on a massive loss

Unless money doesn't matter to you perhaps you might be a bit more circumspect?

You may never get your money back

[howl01] 25/6/2019 22:41

Bit of time to see how things play out now. Be interesting when things settle to see how much is offloaded from IIs onto PIs or if any credible IIs have accumulated. May then indicate cash call or takeover likelyhood. Dont see an unexpected contract appearing over these timescales and Nano committed to completion of contract yet until year end as well so difficult to refocus (yet again!)

[mr.oz] 25/6/2019 22:41

I assume you thought this would be higher on each of your investment days. What was your highest paid top up trt? Over £1?

[nigwit] 25/6/2019 22:40

Massive value kept down by poor sentiment still evident in some long term stale bulls. Why they haven’t sold is a mystery.

[trt] 25/6/2019 22:37

I said it would finish higher today. Shorters not doing their homework and not realising this is still so undervalued.

[bagpuss67] 25/6/2019 22:34

The gambler who doubles, sorry triples down on the same bet that never comes in with the rationale one day it must come good

When was this spun out of Mancheter Uni

[andycapped] 25/6/2019 22:30

First time I’ve been called a short seller, made me laugh.

[nigwit] 25/6/2019 22:29

I’m sorry but your insights appear to be exhausted.

[howl01] 25/6/2019 22:25

Can't take you seriously. You're a fantasist.

[nigwit] 25/6/2019 22:14

We understand what went wrong before and why the share price dropped. What we have to consider now is whether or not the share price is good value taking account of those circumstances.

It’s not logical the assume that past disappointments equal future let downs. Most people learn from experience and make better predications and decisions afterwards. I know it’s a platitude but every success is built on multiple failures and nothing worthwhile is easy or profitable or it would have been done already.

There are no guarantees. If you don’t like the odds don’t make a bet. The odds are far, far worse if you’re in a hurry.

[davidw99] 25/6/2019 22:14

Absolutely howl01 - only one shareholder saw this coming. In fact, Mike was very keen to tell everyone at the Interims just how "happy" the Americans were, although that was probably for reasons not associated with NANO's project. Everything NANO Directors tell us really needs to be scrutinised for double meaning.

There is money to be made right now, but as Bagpuss says, there are no products on sale other than Careware and with long lead times it is difficult to see where income could come from post year end. Barring the unexpected, a sale seems to be the most realistic prospect of a decent return in the near term and then only if there are a number of interested bidders. Otherwise, the outlook holds further dilution, reduced research investment and several more lean years.

[74tom] 25/6/2019 22:12

Quite a cast we have in here;

Bones - mouthy shorter who predicted this would be at 5p today and is strangely quiet

Howl01 - 10% trader who timed his trade wrong and got his pants pulled down

Andycapped - also a shorter although still tbc, obsession with cash call is far too strong to be a holder or neutral

Bagpuss - also obsessed with a cash call so again seems very unlikely to be holding - a shorter with a bit more subtlety?

Mrplay - has a feud with Nigwit so has to be negative at all costs

Hope you all sleep well tonight with your shorts on - hahaha.

[andycapped] 25/6/2019 22:08

Compare Nanoco presentation with Nanosys. Look at the products they're pushing forwards. We have Quantum dot enhanced band-aids!

[bagpuss67] 25/6/2019 22:03

Nigwit now dishing out counselling

[bagpuss67] 25/6/2019 22:00

I accept he got a meeting with apple (although apple is not confirmed) and that's a great achievement

He got an exclusive licence with Dow and the share price soared.

I'm won't go through the others again..

But. Sadly. NOTHING has ever worked

The idea something would now on a very short cash runway when they most likely have been focusing on the US Corp materialise is just hugely against the odds

So back to a cash call at a discount or an asset sale.

[andycapped] 25/6/2019 21:59

Sadly facts are often a bit thin on the ground with Nanoco, with so called deals cloaked in NDR's, and ME's carefully worded answers to avoid being drawn on anything in the future e.g. we hope, or we expect, not we will. You have to try and interpolate what little information they give out, which often tends to be wide of the mark sadly.

Don't expect them to hit a bullseye every time, but maybe hit the target sometimes?

No cash call, then share price starts to dwindle and surprise surprise, a cash call required.

We've never been closer to commercialising display, Dow gearing into action, hints about the big 'S' over two years later, then no telly's no monitors- zip.

First display Q1 2018, then Q2, then no date given at all. BFGM talked about which turn out to be full of Nanosys dots.

Apple pulling out I don't hold them responsible for, it's a crushing blow, but I was appalled by the CEO's huge share sale just a few weeks before, and I find it very difficult to give that the benefit of the doubt.

Don't think anyone has answered the original question I posed of when or if they think a cash call is coming. I think there will be before we see the end of 2019.

[howl01] 25/6/2019 21:56

Certainly Nanoco in a seriously weak negotiating position. Bit like May negotiating Brexit terms with the EU without No Deal on the table.

[nigwit] 25/6/2019 21:56

The problem was that everyone was blaming Edelman for the fall instead of thinking what else might be going on. I decided not to buy again last week, partly because I felt I had enough as a proportion of my total investment in the markets but also because I wondered if there was more going on to explain the drop. Buying a falling share without understanding the reasons has always seemed an unattractive gamble to me.

As things have worked out I now have far more shares at a far lower average price and I still think, long term or sooner, that the market will come. My portfolio is still balanced though and I don’t have everything in stocks anyway, most of my assets are in property. I’m not suggesting anyone else should take risks they can’t afford and I don’t like the pond-life rampers who pluck random figures. Thankfully though volumes are high so I don’t think they’re consequential.

[howl01] 25/6/2019 21:53

Almost as though the result of an apparently rushed RNS was intentional