Nanoco Share Discussion Threads

[andycapped] 20/7/2019 08:32

A patented nigwit? Now there’s a thing!

[notimpressed] 19/7/2019 17:51

nigwit patents are worth diddly squat if their is no practical
application for use, when will you acknowledge this basic truth.

[howl01] 18/7/2019 23:55

I can assure you it's not well researched nor useful but misleading and worthless, hence the posts which hopefully may deter any more investors losing out. DYOR

[nigwit] 18/7/2019 10:37

The exact details of my holding are my business alone. However, I don't mind disclosing that, at this precise moment, I'm long and at a slight overall loss having averaged down aggressively at 6.75p two weeks ago. I have been level overall during the last two weeks.

Please don't ask me to predict short term movements though. I have too much respect for the far deeper resources of the wider market to try and out-trade it so I'm holding long term whilst I expect it to oscillate both ways with a middling chance of of a sudden, sharp upwards correction.

I'll review my position if the facts change, For now, so far as I can see, there's little difference between the investment case today and 2 years ago, when I first invested in the mid twentie pence range, save that:-

1. Apple have paid Nanoco £17 million
2. The display market is nearer
3. Given that 95% of QD displays are already CF-free the case for a further extension of the RoHS exemption for Cadmium-based products is tenuous at best so I believe, on a balance of probabilities, that this will go Nanoco's way in time for me.
4. The company has better cashflow than prior to the last raise.

[bagpuss67] 18/7/2019 10:24

Probably underwater. As his original shares all bought at above 18p

[mrplay] 18/7/2019 09:59

Tumbleweed

[bagpuss67] 18/7/2019 09:12

Nigwit. OK. Why don't you disclose your position. Honestly. How many have you got and what's your average after your recent purchases.

I have disclosed mine in that I don't hold any having been stopped out at a range of prices in the twenties and teens

[nigwit] 18/7/2019 09:04

It’s so funny to see you guys plucking facts and figures out of the blue from undisclosed positions with no supporting data and expecting others to take you seriously.

The truth is no-one knows what will happen next, especially short term, and there have been and will most likely continue to be wild price swings either way depending on unforeseen and unforeseeable news.

If you think that, in the long term, one way or another, the IP will find a home then there’s value and it’s fun to post news and research. If you don’t then there are infinite better ways for you to spend your time.

[bagpuss67] 18/7/2019 08:50

Unfortunately Nanoco have pivoted away from display and will take time to get things moving again. But they don't now have a significant amount of time.

[nigwit] 18/7/2019 08:40

The market is definitely growing and opening up.

750 patents must have a considerable value. No signs yet from RoHS that the cadmium exemption will be extended.

[howl01] 17/7/2019 23:14

I agree mighty hefty dilution coming up most likely scenario now. Lucky at 5p.

[bones698] 17/7/2019 22:54

Mkt cap 33m cash 6m no one wanting to take up the product . Come early next year nano will be in a very bad position if they can't find another deal and given how long it took them to get this one it doesn't look good. Also any new deal will take 18 months to filter I to the results and by that time the cash will have disappeared a long time before .

Conclusion is either way nano will need to raise a lot of cash at a low shareprice and the longer they leave it the worse it will get.

The market cap for a conapny in such a precarious position is alarming and I suspect this will continue to fall back to single digits in the coming months as the contract expires and reality sets in that the money will get used up on redundancies and overheads etc by March 2020.

I suspect dillution at 5p at best with the possibility it could be much lower if they allow the situation to just continue . The mkt cap is frightening given there is no buisness or sign of profit to come for years . The city will decimate the share price on any fund raise accordingly . Anyone buying now is crazy imo with almost certain dillution to come soon

[nigwit] 17/7/2019 20:27

Acer’s iteration of the new AUO M350QVR01.7 QD Panel. Online reports give the release date as 1 August. Fingers crossed it’s a manifestation of the QDs Nanoco sold Wah Hong last year.

[nigwit] 17/7/2019 20:03

No, I have no idea. These things will depend on take up and the importance of Nanoco’s IP, obviously.

[bagpuss67] 17/7/2019 19:50

Nigwit. Have you any idea at all of the possible revenue from this and the timing of that. Any evidence that it could be material?

[nigwit] 17/7/2019 18:13

This looks good. More news from Vuzix and moreover Plessey. Contains an interesting video.

[mrplay] 16/7/2019 21:32

And it 2 days 1 retweet and 2 likes. The clip does look good.

[nigwit] 16/7/2019 16:09

Interesting tweet from Plessey that demonstrates their superior colour gamut

[jfacwc] 16/7/2019 11:39

I guess the directors only did what everyone else would have done? Hardly likely to shout from the rooftops ... although the mere act of selling should have been noted? Plus Trump issues and Apple problems had always been evident.Sp seems to go along in waves - giving a risky chance of recouping some losses. Not ideal though.Hopefully once the dust settles, news will help.

[andycapped] 16/7/2019 11:15

Dropping day on day- I wonder if one of the II's has got an advanced heads up on any Rohs decision?

[mrplay] 16/7/2019 10:26

Syd you don’t think three directors knew that the US customer cancelled then all sold stock do you. I mean why would you sell two thirds of your shares if your company was about to release the new Apple iPhone camera. Maybe just coincidence. After all that would be illegal.