Nanoco Share Discussion Threads

[mrplay] 03/9/2019 13:39

You really are a sad t&37. Do you actually have a life? A wife, partner, children a job? Or do you literally just spend you life watching nanoco. I am so happy I am not you. This is a forum. To dream of excelling as a forum poster is a very small dream indeed. Look if you are happy to waste your life on here causing arguments after arguments good luck to you. You are the pettiest man I have ever known.

[ghaon] 03/9/2019 13:38

Thanks NigWit

[nigwit] 03/9/2019 13:13

It sounds to me that, instead of doing the hard work of reading all the documents containing representations from both sides of the argument that are available on the RoHS website so you can form an informed view, you've just decided to accuse them (in advance and with no evidence) of malpractice if they don't make the decision you want.

Being too lazy to read the knowledge that's available to us does not help us make good investment decisions that we can live with later.

GhaoN

Please see my post no. 19936

[mrplay] 03/9/2019 11:28

If another extension expect news a couple of weeks after mike sells his remaining stock.

[ghaon] 03/9/2019 10:45

When should we start to expect the RoHS exemption decision? October? If so, might we start to get some whispers?

[nigwit] 02/9/2019 21:37

Forgive me but I’m more than a little confused by that unnecessary rant. Surely, it’s just another pointless ad-hominem post.

I think I was asking about why Richard Griffiths, a major holder, who is outside, might be buying and that you must be confusing him with Christopher Richards, the chairman, who is inside, obviously.





Anyhow, if you’ve got a sensible suggestion as to why RG might be buying despite all the negativity I keep reading about here it would be good to hear it.

[nigwit] 02/9/2019 20:39

There’s huge potential and they have plenty of cash for at least a year. They don’t need much and they’ll easily find more, if necessary, given there’s no debt and the value of the IP, which even in the worst valuations has to be a multiple of the current mCap.

I’m surprised this link, which doesn’t mention QDs this year (whether cadmium-free or otherwise) hasn’t been posted before. It looks like AUO have plenty of WCG stuff that must incorporate QDs coming up though.

[aquaesulis01] 02/9/2019 20:18

Fair comment andycapped, Microled displays appear to be nanoco's best chance of future revenue

[andycapped] 02/9/2019 19:21

Lots of possibilities, but with around ten months to go until cash runs out they need to demonstrate where future revenue will come from.

[nigwit] 02/9/2019 17:00

I accept it's circumstantial but the wording in this blog post from Nanoco is very similar to the wording in Intelligent Growth Solution's PR.



"Cadmium-free Quantum Dots for Sustainable Plant Growth

Also featured at CES this year will be Nanoco’s CFQD Grow Lights, harnessing the power of Nanoco’s Deep-Red CFQD film to assist in the propagation and vegetative stages of plant growth for sustainable indoor farming. Nanoco’s cadmium-free quantum dots in LED grow lights can be easily fine-tuned to the desired color simply by adjusting their size. This gives lighting manufacturers an efficient and cost-effective way to tailor their lighting solutions to further enhance chlorophyll absorption peaks and ensure healthier, higher-yielding plants such as basil and lettuce.

Nanoco’s Grow Lights dramatically improve indoor farming — specifically, vertical farming — by maximizing efficiency throughout each step of the process. The benefits: Vertical farming saves limited shelf space; plants are safe from the natural elements outside. Nanoco Grow Lights can also be adjusted to match the exact needs of the plant, ensuring no light is wasted during the process while dramatically increasing the speed at which the plants grow. Topping it off, the lights have a dispersing effect, which allows them to be placed very close to the plants without overheating or damaging them."

[nigwit] 02/9/2019 16:38

Hi AS01

All these links are just interesting background. FWIW my view is that when the technology is adopted in the market all QD makers benefit. Collaborations wax and wane unpredictably and out of our sight so I don't read too much into them but, as a long term investor, I am interested in the long term future of the technology generally.

[aquaesulis01] 02/9/2019 16:26

Don't believe there is a tie-in with Nanoco nigwit, but is the collaboration between Nanoco and Kyulux still active, in which case this may prove more interesting?

Are #foldable #OLEDs finally here? DSCC sees 68 million foldable OLED devices shipping in 2023, generating over $8 billion in revenues. These larger screen devices require more efficient displays, which Kyulux's #TADF/HF blue materials will enable.

[nigwit] 02/9/2019 14:55

Intelligent Growth Solutions shipping its first lighting kits according to a report in today's Times newspaper.



(I'm not claiming Nanoco has anything to do with this since I don't know either way but those with a long view may want to investigate further or they may find it interesting that this nascent technology is now emerging.)

[nigwit] 31/8/2019 10:22

Worth a read particularly since it refers to delays in product launches, which effect all suppliers, not just Nanoco.

[nigwit] 30/8/2019 19:17

Some background



and

[bagpuss67] 30/8/2019 15:52

Well I may be mad but I re entered the fray during this week having had a rest and reflected on things and having taken the latest RG increase as good news.

[nigwit] 30/8/2019 14:18

Thank you very much

I imagine that there are many communications shareholders can't be party too between Nanoco and the various industry players, especially given Nanosys are in court at the moment and not only is the cadmium ban exemption going to end sooner or later but there are questions at RoHS concerning InP dots that Samsung use.

It's easy to be negative because the future has to be unknown but it's also possible to imagine a positive outcome for the technology, as I do.

[aquaesulis01] 30/8/2019 14:08

Hi Nigwit, are you aware that Samsung's half year results are out and they include info re their migration towards QLED TVs? Not sure whether there is a tie-in between Samsung and Nanoco but am aware Nanoco has presented at Samsung sponsored events in the past. Hope this is helpful and good luck with your investments.

[nigwit] 30/8/2019 14:08

I'm not going to get into a pointless debate about what I said in the past. I don't recognize most of those accusations anyway and those I do I recall differently. There's no point in even trying to explain myself (again) because no-one ever changes their mind when I do.

The only question is whether or not there is value today. Obviously, since some have been buying they think there is.

So far as I am concerned it's up to everyone who may be reading (not many I expect) to make up their own minds. It doesn't help them when people pursue vindictive crusades or express opinions as facts. For instance, by claiming that a declared long is hedged short and that voting rights are notional when the evidence states exactly the opposite.

[howl01] 30/8/2019 13:49

I also followed some of the post thread Mr Play provided - at that time you were denying the excemption extension, Plessey development stage, Mike's share sell off, the precarious single stream contract........ The history is there for all to see Nigel.

[howl01] 30/8/2019 13:40

And I explained a derivative. The voting rights lie with the holder of a share (legal requirement). The voting rights are notional.

[nigwit] 30/8/2019 13:27

That's how I see you.

One example. Yesterday you claimed that LOAM were hedging and I had to produce the RNS to show you were wrong. You were trying to wind up people's concerns.

You're on both boards making things up and predicting share prices to manipulate things constantly. You won't find a single post from me that does that. All I ever do is produce information I find with verifiable links so others can read it for themselves.

I don't make any predictions nor do I have any expectations other that in the long term the technology is sound and that the IP underpins the share price, which I fully expect to continue to fluctuate no matter what anyone posts.

[howl01] 30/8/2019 13:21

You get called out for your incessant posting of false information and denials of other posters' legitimate concerns. It makes the board dysfunctional as posters have to try and wade through multiple layers of false information you seem adamant to churn out and then try to defend. I have not seen an original piece of research from you. Just embellished (wrongly mostly) commentary of other peoples' posts. Confirmation bias helps no-one - least yourself - your bank balance should be showing you that.