Nanoco Share Discussion Threads

[howl01] 15/8/2019 17:44

Someone need a good foch but I suspect he's self sufficient in that department ;)

[toggler] 15/8/2019 17:39

Général Foch: Mon centre cède, ma droite recule, situation excellente, j’attaque.
Nano needs a good Foch.

[nigwit] 15/8/2019 17:32

When the majority of posts are hateful ones against anyone who holds this share and is therefore naturally positive then it's clearly a dis-functional forum.

Similarly, wanting other people to suffer for holding a share and posting balanced information, recently including a detailed SWOT analysis, is the action of those who might need to consider if there's a better way they can spend their time.

My inbox contains private messages from many silent holders who appreciate my posts. That's why I continue.

I don't see anyone supporting the trolls. I just see the same old negativity, which has not helped the share price they are so quick to whine about.

[nigwit] 15/8/2019 16:51

Judging by the personal attacks from non-holders I must have made my point.

You’ve been saying the same things for weeks, since the Apple cancellation but, since the tremors abated, the price has been broadly flat.

So many agendas.

[bagpuss67] 15/8/2019 16:47

Agreed bones. ME won't care about diluting Nigwit out of existence.

[andycapped] 15/8/2019 15:56

Even if Apple come back in with another product- and that is a big if IMO- it's very unlikely they'll be back in before this time next year, by which time Nanoco will be out of cash.

Zero update on display, no products in that area despite repeated assurances they were coming.

Where will the money come from?

[bones698] 15/8/2019 15:45

Th eoroblem is a cash raise is almost certain next year and with the share piece in single figures and no cash left the market will hammer the share price in the run up to them announcing it. At that point the price could be 2p and the dilution massive all but wiping out investors

[nigwit] 15/8/2019 15:19

... and what no-one has mentioned is that Apple still seem to want the factory extension finished, which can only mean they want their long term options kept open in case they successfully address the costs elsewhere in their supply chain.

[mwwh] 15/8/2019 14:48

Build it and they will come. Field of nightmares!

[andycapped] 15/8/2019 14:28

Don’t think anyone has any doubts that QD’s have a bright future, simply that Nanoco haven’t secured a stake in that forecast to date. Now a case of speculation in what the odds are of securing contracts in the region of £7-8m + to ensure the company doesn’t require a cash raise within the next 11 months.

[nigwit] 15/8/2019 10:27

Quantum dot sensor market reports available here for anyone who wants better information than in the last post

[howl01] 15/8/2019 09:07

Anyone hoping for the QD imaging technology development and 'assets' to be offered to competing companies to the 'US Partner' are deluded. It's not going to happen for obvious reasons already highlighted even by Nanoco themselves on questioning. Any possibility to exploit the facilities for commercial clients will be in another field or material development with associated timescales. ROHS Cadmium ban also has no affect for Nanoco at this stage due to timescales. All too little too late. Wait for fundraising and a colossal dilution best outcome or drive to take private (under Mike) worst. Takeover now seems unlikely given exposed weakness over the last months.

[nigwit] 15/8/2019 08:09

“Former VP of Macintosh Hardware Systems Engineering at Apple joins Plessey’s microLED advisory board”

“Previously, Dr. Frank was CEO and co-founder of Cloud Parity, a voice-of-the-customer start-up. Earlier, he served as Vice President of Macintosh Hardware Systems Engineering at Apple, as Corporate Vice President of Research and Development at Broadcom, a broad-based manufacturer of wireless chips used in many Apple devices and served as a Distinguished Engineer at Sun Microsystems. Dr. Frank currently serves on the Boards of Directors of Analog Devices, and Marvell.“

Full article

[escapetohome] 15/8/2019 08:08

Yup the past doesn’t define the future, but can sometimes provide a clue.

[nigwit] 15/8/2019 07:55

Truly sorry for those who can’t see the possibilities. Must be a miserable way to live.

[bagpuss67] 15/8/2019 07:48

Busy taking out some more loans to pay off if the share price recovers.

[sphere25] 15/8/2019 07:44

"Would like more colour on this.."

Wah hey! ;-)

Edelman fading in his ramping ability? :-)

[nigwit] 15/8/2019 07:37

Big reduction in headcount and no new orders but lots of production capacity and cash for at least a year.

Interesting to consider who might want to take up quantum dot image sensors, which have already been tested for them by Apple. You’d imagine every camera manufacturer for starters.

Would like more colour on this but I expect they’re unlikely to risk raising false hopes given the past.

Any orders are bound to cause big upside though and it’s hard to see how anything worse than what’s already in the price could occur.

Easily underpinned by the debt-free IP in my view but cash needed from orders or holders in the spring I’d suggest

[bones698] 15/8/2019 07:25

Rns reads we have a shiny factory but no customers lol. After December cash in bank will disappear fast and not likely to find a new customer given how long it took to get that one and no others before or after. Plus the reasons they pulled the plug must concern others.
Mkt cap is ridiculous for a company with 6m in cash and no customers along with a high burn rate. This will be back at 6p soon enough and even then its overvalued

[bagpuss67] 15/8/2019 07:19

More hire and fire. Nothing new from a new busines peepective. Mr Sooty. Another bug dose of patience required from holders.

[nigwit] 14/8/2019 20:43

Two weeks ago the share price went up for several days in a row and LOAM issued a TR1 having increased their exposure, which is the opposite of their behavior prior to the last raise. Now the share price is going down so the most likely explanation is that no-one is buying (but the world is troubled so most stocks are languishing).

We tend to extrapolate how we feel in the moment into our whole futures so, when we feel great (or the share price is rising), we think it will go on forever and we'll all be insanely wealthy but, when we feel bad (or the share price is falling), we tend to catastrophise the situation and assume we're all going to loose everything.

The truth is that most companies muddle through their oscillations indefinitely so neither of these extreme outcomes is likely.

I think it's good to remember this at all times and try to keep a level mind instead of getting carried away in either direction

Since I invested the share price has been down to 6.5p once and up to 55p three times. Today it's near the bottom of that range but the feelings are similar to those I'm sure we've all felt before when they passed. Best to try and set those feelings aside since things are bound to be bumpy and can change very quickly without warning, as we know.

[andycapped] 14/8/2019 19:06

Wait and see. Could be just a bit of low sentiment combined with churning that seems to be ongoing in the market at the moment- tech shares seem to be getting a particular hammering at the moment.

Rohs might yet go our way, but nothing much else has to date.

[howl01] 14/8/2019 18:11

Let's hope so Andy. Other scenarios may be less palatable still. Lots of cash required = Lots of dilution. Patience

[andycapped] 14/8/2019 17:44

Lots of consistent auto sells- indicates to me an ii adjusting its position, but trying to keep the share price from dropping too hard and fast.

i think a cash raise is coming sooner rather than later.