Nanoco Share Discussion Threads

[ih_716015] 09/7/2019 12:23

I suspect that is absolutely right Andycapped and the longer we go without news (and the shorter we are on funds) the more likely it is to drift downward.

However, if they do succeed with turnaround, I doubt there will be any warning of the upturn, so I guess we probably need to be long now if we believe NANO will flourish?

[andycapped] 09/7/2019 09:23

Until the Nanoco board can outline a clear path to revenue, we can't expect this share to do anything beyond wallow about in the low teens or less. The Apple contract loss means that 90% of our expected revenue has vanished. Since then we have heard no further details on how they plan to plug that gap.

[howl01] 08/7/2019 21:57

Alter egos or imaginary friends?

[howl01] 08/7/2019 21:55

It's impossible to argue a point against such ignorance. Nigel is writing his own world of physics. Moronic.

[nigwit] 08/7/2019 18:52

Wrong again.

“

Extract


“Why not native red?

Would it be possible to add native red pixels to such a display?
Yes, suspects Beech, but it is not worth it at this early stage for a couple of reasons:

Blue-to-red quantum dot phosphor conversion is more efficient (~35%) than blue-to-green

The red component in images tends to be much smaller than green – to the point that some sequential colour microdisplays repeat RGBG…

As as an aside, for quantum dot phosphor materials, Plessey has a development deal with another UL firm: Manchester-based Nanoco Technologies.“

The article also explains the green LEDs convert the colour at quantum well level. Do you suppose Plessey developed this technology by themselves or as part of their deal with Nanoco, who are the acknowledged world leaders in nano-particle design (which is how they got hired by Apple)?

[mwwh] 08/7/2019 18:27

I read between the lines when Edelman sold and I sold my Nanoco. I ignored the ramping. Seen it too many times and even commented that share price always drops significantly when he sells. I then bought back at 8.5. Still don't trust Nanoco management, but should make money when the company is sold.

Did not need to read between the lines RE the Green micro LEDs. These were headlines. Saw somewhere that they are close to having Red ones. See headlines below.

hxxp://www.plesseysemiconductors.com/plesseys-new-manufacturing-method-green-coloured-leds-delivers-world-leading-light-output-microled-displays/

Do not depend too much on Plessey and do not trust the ramping. Listen to the reasonable people on this board.

[nigwit] 08/7/2019 18:05

Good PR from the UK government here. Suggest watching the excellent embedded short video.

[nigwit] 08/7/2019 08:00

I'm not relying on psuedo science or reading between the lines. I just read what Plessey are saying. Here in March 2019 for instance



"Replacing DMD and LCOS

microLEDs are a suitable replacement for DMD and LCOS, particularly in AR, according to Beech.

“We’re working with our own technology which is gallium nitride on silicon (GaN-on-Si). Now one thing about that is it makes these LEDs produce blue light. Blue light is just one of the three colours that you need. So, we are working with Nanoco Technologies to add red and green light.”

Nanoco is a manufacturer of quantum dots and semiconductor nanoparticles for use in displays and lighting and the two companies are looking to shrink the pixel size of monolithic microLED displays by using Nanoco’s technology.

Plessey wants to integrate the quantum dots into selected regions of blue LED wafers in order to add red and green light.

“This technique means we can shrink the pixel size from today’s 30µm to just 4µm, a reduction of 87%. The process will enable the production of smaller, higher-resolution, microLED displays in applications such as AR/VR devices and wearables, while enhancing both colour rendition and energy efficiency,” according to Beech.

“Quantum dots produce very pure reds and greens, so you get a good colour gamut.”

The process of transferring this technology to the micro display, which is what is needed for augmented reality, is not without its problems.

“The flux of photons going in is very high, much higher than you would have on a television screen. So, these quantum dots need to be engineered to take very high photon flux without being saturated or destroyed by that process.”

The manufacturing process, that’s being developed with Nanoco, is complex but market leading.

“We’ve got the performance up to a very high level and I believe it’s a technology whose time has come. ”

Clive Beech"

--------

[j777j] 08/7/2019 07:51

I didn't see thisNanoco Group PLC with EPIC/TICKER (LON:NANO) had its stock rating noted as 'Reiterates' with the recommendation being set at 'BUY' today by analysts at Deutsche Bank. Nanoco Group PLC are listed in the Technology sector within AIM. Deutsche Bank have set a target price of 20 GBX on its stock. 

[andycapped] 06/7/2019 19:30

Lets keep the conversation on business not personalities. Still no news from the BOD, perhaps we'll have to wait until September for any plan of action?

[mwwh] 06/7/2019 16:57

alter ego?

[howl01] 06/7/2019 12:53

This one a graphic showing how small projected display MAY be developed in FUTURE by Plessey.

[howl01] 06/7/2019 12:44

Have a few minutes to post some links. Colour conversion (whether via phosphors or QD) is only one method being explored - there are other alternatives which Nigel fails to grasp with his expert pseudo science. QDs pose all sorts of problems as well as solutions.

Here's Plessey specifically:



And JBD links which have some interesting new architecture to enable full RGB.

[wikimicky] 05/7/2019 23:34

mwwh I know it's fashionable for the sensitive to think the world is interested in them but please not on this forum

[andycapped] 05/7/2019 20:32

Too darn flaky. Fine as a second string to the bow, and definite kudos for getting their interest at all, but relying on them for the bulk of income has left us in this slump.

[cureboy] 05/7/2019 18:24

Apple still involved, perhaps an alternative product.

[andycapped] 05/7/2019 18:06

Even if the Plessey partnership proves fruitful, can you see it generating the sort of income that the Apple contract would have? The displays are small, and the market- at least initially must be considerably smaller than for iphones.

Still no evidence of larger displays.

[mwwh] 05/7/2019 14:51

I appreciate the opinions of many people on this board. However, it is impossible to comment on this board without being personally attacked by you, NW. So, let me get personal. Your behavior is extremely brattish. If the executive portion of your brain were working properly, you would eventually recognize that many people on this board find your patronizing attitude tiring and distasteful. The rare support for your opinions seem to come from board alter egos.

[nigwit] 05/7/2019 08:02

In the last few days all Ive done is post a link to a patent and to a Vuzix RNS and invited anyone who wants to draw their own conclusions yet I get accused of patronizing and ramping.

------

The truth :-

1. Nanoco and Plessey have a partnership to develop the use QDs in microLED displays

2. Plessey and Vuzix have a long term contract for the supply microLED displays

3. Vuxiz just secured a $20 million investment to develop and expand their range of smart glasses


-----

There are so many of you making up alternative facts, reading between the lines and pontificating infallibly in denial of the true facts whilst I produce verifiable external references that it's not a fair fight.

You're going to need reinforcements.

[howl01] 04/7/2019 22:03

Think all the half brains out there may actually realise Nigel is talking his usual sh!t and knows nothing about what he speaks. 5 minutes research should scare I'd suggest. Neither phosphors nor QDs are essential to producing RGB microled.

[nigwit] 04/7/2019 21:01

I have seen that research and there is no indication that anyone has yet produced stable, narrow emission band green LED’s despite trying for decades. I expect they may do one day but until then you are scaremongering and patronizing anyone with half a brain. Even when narrow band green phosphors emerge they won’t be cheap and they will have patent protection.

[mwwh] 04/7/2019 20:54

Not guessing. If you had done appropriate research, you would have seen that Plessey already has green microleds and is working toward red ones. I don't like the thought of this, but find undeserved ramping tiring and useless. Where has patronizing ramping taken us? 13-14p per share. I still have hope, but don't base it on a dubious Plessey deal. Wonder why Nanoco has played down the Plessey connection?

[nigwit] 04/7/2019 20:42

“reading between the lines” = guessing.

Nanoco were on Plessey’s display stand at Display week in May.

[mwwh] 04/7/2019 20:29

I hope and suspect that Nanoco have alternative plans up their sleeve. As someone else on this board pointed our, they may not want to release such information too soon after making large share purchases.

[mwwh] 04/7/2019 20:23

Speculation regarding Plessey seems unfounded. Reading between the lines, it is likely that Plessey no longer intends to use Nanoco qdots. Whereas they once planned to use Nanoco for red and green colors, it seems that Plessey can now eliminate the need for qdots by using blue, red and green microleds to achieve their color goals. The fact that Deutsche Bank loaned Plessey a huge sum and almost simultaneously announced the Nanoco-Apple partnership suggests that the Apple partnership might have included Plessey. Literature suggests that Plessey found that using RGB microleds would be less costly that quantum dots since this would eliminate a processing step. Note that Apple expressed cost as a factor in cancelling the Nanoco deal.