Nanoco Share Discussion Threads

[andycapped] 01/8/2019 18:14

I guess display companies are unwilling to pay more for a product that works at a slightly lower specification, unless their arm is forced.

Car companies were perfectly happy to manufacture cars with carburettors until emissions standards forced them to switch universally to electronic fuel injection. Companies don't change unless moved to do so by either market forces/competition or legislation.

[mrplay] 01/8/2019 16:42

Question. How many people here have put off buying a new tv due to expectations that they could buy a nanoco dot containing tv soon. Rohs or no rohs if the product was good in would be in the stores.

Mike is like the creators of macdonalds great idea and product. Terrible at everything else. We are that one little macdonalds while Nanosys now has 99% of the market.

Nanosys factory investment from everywhere and a very busy factory. Nanoco is in tumble weed mode. Rns from yesterday early stage discussions. WOW so you really were just relying on the one egg in your basket.

[jfacwc] 01/8/2019 08:23

Thanks for all the interesting posts NigWit (and GhaoN). Much appreciated.

[nigwit] 01/8/2019 07:37

Interesting background reading about quantum dot cameras.

[nigwit] 31/7/2019 19:03

I'm happy to wait. I don't see it as a short-term objective and never did. Anyway, the market normally rates shares on their potential ahead of orders. I think Nanoco just needs to get over the last shock, which was unlucky, and that it will succeed eventually since, for the list of partners to be so impressive, the IP must be clearly ahead. It’s a crying shame for Nanoco and its early investors, that RoHS extended the cadmium exemption when they did. Hopefully, this is soon to be rectified though.

[ghaon] 31/7/2019 18:56

Yes familiar with it. As you point out, they spent heavily on the plant and appear to still be marketing it and the CFQDs it can produce. Stating the obvious....we just need some display orders. I don't think any of us are bothered if the orders come through Merck, Wah Hong or DuPont.

[ghaon] 31/7/2019 18:27

Cheers NigWit

Just to add to the list - the following DuPont website appears far from dormant:

hxxps://www.dupont.com/products/quantum-dots.html

[bagpuss67] 31/7/2019 08:24

ME says the potentially fatal loss of the Apple contract is a balanced outcome

What isn't balanced is the relative reward from this company between him and everybody else.

[mr.oz] 31/7/2019 07:49

New facility will be like something off the set of Stranger Things.
ME wondering the facility like a member of the cast of the Living Dead
Nitwit hanging on to his coat tails and declaring his love for his precious like Gollum from Lord of the Rings

You couldn't make it up

[bagpuss67] 31/7/2019 07:35

No commercial contracts and no customers for the new facilty. Equals. No revenue visibility at all. Equals. Fund raising or sale.IMHO

[sd_anon] 31/7/2019 07:33

Ok so the new plant is now Nano's to use as they please. Good news. May well open up opportunities but evidence of a deal being done will be needed before any serious rerate.

[bagpuss67] 30/7/2019 14:20

Yes, amazing coming from the arch pontificator.

Meanwhile. Auditors in soon wanting evidence of cash to trade for a year

[andycapped] 30/7/2019 12:52

Don’t read it then, simple. I expect most investors in Nanoco have grown tired of witnessing their hard earned reduced in a nano like way.

[nigwit] 29/7/2019 19:12

One gets very tired of the endless pointless, infallible pontificating. None of you knows when the next deal will be signed or what impact it will have on the short term share price. Moreover, we’ve witnessed radical swings in both directions plenty of times before yet no-one here has consistently predicted them.

Therefore, it’s my view the only sensible way to invest in technology is to buy the companies who have a grasp of the world’s future needs and then wait patiently for enough time.

There’s been steady buying Nanoco since the beginning of last week suggesting that the market is doing this, potentially at the expense of the impatient.

[andycapped] 29/7/2019 14:56

Long way off yet, any interim revenue is likely to be small beer IMO.

Cash needs to be seen coming in from other avenues like display. Else the company is either going to have to shrink its operations significantly, or find a buyer.

[ghaon] 29/7/2019 09:22

Agreed that significant revenues will not come until there is a product approved for humans. However, revenue can flow to NANO if it has a tie-up with a diagnostics company to see it through to commercialization. Enough to make a significant contribution for NANO continuing as a going concern.

[ih_169538] 29/7/2019 03:48

The company is just finishing its early pre-clinical safety studies and has yet to test its technology in humans.

"It could take 5-7 years to develop it fully for use in hospitals and GP surgeries."

So if your waiting another 5-7 years for revenues to show up from this then dont count on this as immediate help to fill the coffers

[ghaon] 28/7/2019 13:31

Some rather large companies operating in the medical diagnostics field such as Abbott Labs, Roche and Siemens. An agreement with one or more diagnostic companies within the next 12 months doesn't seem unreasonable. It seems that the life sciences side of NANO has been progressing very well despite setbacks elsewhere. How many QD companies can claim non-toxic QDs?

[andycapped] 28/7/2019 12:40

Also the vivodots research is funded from grant money.

[roadster750] 28/7/2019 09:06

Lauders, dont be alarmed that is a Manchester University facility that Nanoco rents lab and admin space from, as you know MU is very supportive of Nanoco.

[lauders] 28/7/2019 02:59

Thank you for sharing that link GhaoN. One of the reasons I invested in NANO many years ago was its plans to use QDs in medical applications. It has been a disastrous "investment" so far but I am encouraged to see that there are signs of life and we have a name "VIVODOTS"! Found some other links of interest:





Must say the working environment in the video in the UK Government video you provided seems a lot better than I would have expected for a struggling company. Not sure whether such plush conditions should be alarming re: costs needed to fund them or a positive in some way. Obviously great for the staff and hopefully production of end products such as VIVODOTS.

Also interesting to see this part in the text: "A surgeon can use them for image-guided surgery. Other applications could be tracking of stem cells in the body after injection to see if they reach targeted tissues."

Interesting because another of my holdings (RENE) is making encouraging progress here:


Future collaboration between NANO and such companies could well develop.

[ghaon] 27/7/2019 12:23

Has this been posted before?