Nanoco Share Discussion Threads

[andycapped] 16/11/2019 18:08

Back in 2017 interims, the CEO was claiming that Dow were now operational and selling into the market. Working with nine OEM,s the development now done and just final details on the contracts. This was also well after the exemption had been rubber stamped, so that can't be used as an excuse. Why didn't the companies buy our dots? No one from Nanoco has given any reasonable explanation, they just swept it under the rug and started discussing sensors.

[nigwit] 16/11/2019 17:43

You don’t know anything though. It’s all idle speculation based on extrapolating the past during which many small traders, some of whom have become over-excercised posters, got burned by their own lack of understanding, impatience and unrealistic expectations and have lost perspective.

There’s a future for the IP but, like anything worth doing, it takes lots of time and effort. If it didn’t it would have been done before long ago and there would be no value in it now.

[ih_169538] 16/11/2019 17:34

Just facts not fiction.I'm not saying they won't get thrown a bone for auctioning off their equipment and maybe a few key patents but don't expect a winfall like sonr are claiming.Again how many failed attempts with partners to commercialize in solar,lighting,displays,sensors etc before you have to admit something is wrong.Just sayin

[paul planet earth] 16/11/2019 16:13

Ih...in fact the more I read your multiple daily posts the more I'm convinced you are a retail shorter, shorting the share and posting daily multitudes of negative propaganda.

[paul planet earth] 16/11/2019 16:10

Ih...why are you here if you have no interest in this firm I suggest you are just a retail shorter..

[ih_169538] 16/11/2019 15:00

PPE..and how many markets have nanoco penetrated despite that 30% CGR...zero..hence why their share price is in the toilet on flush cycle.750 patents that have created zero commercial products to date...and don't count prototype TVs shown in bedrooms as a commercial product...or propigator lights that are hanging in MEs garden shed.NigWit you forget all the investors who dumped money in on PPs when it was being talked up each time..they are far from recovering their initial investment..if you think they are going to get 10x their current market cap in an offer your dreaming..quite frankly I feel bad for the people who where sold a handful of magic beans...beans that produced a stalk that went to nowhere land

[nigwit] 16/11/2019 10:13

Edison have been pretty good IMV. I’d rather listen to them than twits who claim to know the unknowable.

The market can’t value the stock right now since it doesn’t know what’s being discussed or even who’s involved but I invested for the long term because I think the tech has a bright future and will be valued accordingly sooner or later. I can’t see any reason to start doubting that now.

[paul planet earth] 16/11/2019 09:57

@crunch...if you actually look at the early QD industry forecasts they predicted a low growth rate, the industry is already at nearly 30% CAGR and far more applications of QD technology are being developed..If you are shorting this stock I suggest you seriously consider unwinding it..

[ih_169538] 16/11/2019 06:27

hxxps://www.research-tree.com/companies/uk/semiconductors/nanoco-group/research/edison/nanoco-group-suspension-of-estimates/3_25425xxx-e719-1c01-239d-0d3ec9af2f08


"For the purposes of the Takeover Code, Edison Investment Research is deemed to be connected with Nanoco plc. Under Rule 20.1 Edison must not include any profit forecast, quantified financial benefits statement, asset valuation or estimate of other figures key to the offer, except to the extent that such forecasts, statements, valuations or estimates have been published prior to the offer period (as defined in the Takeover Code) by an offeror or the offeree company (as appropriate) in accordance with the requirements of the Code. Consequently we have removed our estimates until the Offer Period ends."

Lol..not allowed to include anymore profit forecasts...like they ever got that right.
Make yourself familiar with some of their older forecasts in case you forgot.

[bagpuss67] 15/11/2019 14:10

Are Peel hunt clients buying quite a few more than they are selling?

[nigwit] 15/11/2019 08:42

That type of ad-hominem post based on wrongful speculation about my position is a sure sign of a losing argument.

All I've done is repeat what Edison have said.

If you’ve spent 20 years on these boards then evidently you haven’t succeeded so I’d politely suggest you might benefit from your own strategic review followed by a move to a rational analysis of the pertinent facts.

[jfacwc] 15/11/2019 08:39

bones698. You must get a lot of pleasure out of how you write and behave.Maybe you were a newspaper reporter in your earlier life.Probably why I don't read them.

[nigwit] 14/11/2019 18:16

I'm not going to venture an estimate since I don't know enough about the motivations of interested parties to do so. All I am saying is that the only basis for any type of stab at a rational analysis at all is the only past sale of similar IP.

This is what Edison have been saying too.

"Valuation

As a reference point for the potential value of the assets, we note that Samsung acquired the IP of quantum dot competitor QD Vision (with a reported 250 patents) for $70m in 2016. Prior to the acquisition, QD Vision had been struggling with its products not gaining acceptance."

Source

[barkboo] 14/11/2019 14:13

So 300k is a starter!

[nigwit] 14/11/2019 13:02

There's no basis for that post other than hatred and guesswork.

I prefer that QD Vision, who also had no joy getting their products accepted by the market nevertheless sold 250 patents to Samsung in 2016 for $70m and Nanoco have three times as many.

Also worth remembering that LOAM aren't small fry who can be pushed around and have CHF 287bn (or £226 bn) under management.

[bones698] 14/11/2019 12:13

Price dripping as people realise that any sale will not fetch anything like the 37m mkt cap this is currently at . I suspect that a derisory offer might come in at about 5p which is fair value for a company with no buisness .ym cash and 6m for the runcorn facility is about all this is worth.

The directors will then say no offer had been made that values the company fairly and it intends to raise money via a share issue which will be at not much more than 5p by that time . This has much further to fall imo

[barkboo] 14/11/2019 07:42

My scaffolder friends are guessing we will see some good news in the share price today - of course this is only a guess, I would hate anyone on here to get the wrong idea? lol

They are very lucky people?

[paul planet earth] 14/11/2019 07:42

Nigwit..that's a very interesting and incite ful post that Nanosys Inc are vulnerable to changes to legal requirements on the toxisity of the materials used to manufacture their quantum dots..In other words oem's such as Samsung face material risks..Nanoco's alternative organic product is fully compliant to both current and future environmental and health legislation globally and therefore offers a natural hedge against this risk..The big market players such as Samsung, Apple, Dow, LG should take note!

[nigwit] 13/11/2019 19:19

The market is not in doubt but I wonder if you're unfamiliar with the distinction between restricted, toxic cadmium-based QD's (Nanosys), non-toxic QDs that are based on Indium Alloys (Nanoco) or slightly toxic but not yet restricted Indium Phosphide QDs (Samsung).

Do you understand the ramifications on Nanoco of the RoHS ban on Cadmium, which was temporarily relaxed, and the advantages and disadvantages of other formulations?

-------

I don't want to get embroiled but I can see why Samsung might want to corner all the IP they can. Their current QD's are based on Indium Phosphide. Whilst these are not as toxic as cadmium based QD's they are under investigation by RoHS as this link will confirm



It may be that Samsung are looking ahead to a time when Indium Phosphide and Cadmium are both restricted and might consider buying Nanoco's IP as they did with QD Vision. If so, like Apple, they are also a plausible potential offerer and, given that they are committing so much money to a new plant, they might be ready to bid the offers up very significantly.

But let's not get carried away yet.

[paul planet earth] 13/11/2019 19:06

hxxps://www.nanosysinc.com/news/tag/Samsung...new QED factory so there is a market after all for quantum dots!

[paul planet earth] 13/11/2019 18:52

Nigwit...apart from Samsung spending $18 billion on a brand be QED factory launching production in early 2021.

[botbot1202] 13/11/2019 18:29

Well my wife’s spending always follows a straight line... it never goes down.!

[nigwit] 13/11/2019 18:24

Why do you have to over-think everything? Other than Samsung almost no-one has sold any cadmium free QD sets so the problem is obvious and just what we've been told, which is that the relaxation of the cadmium ban was, quote, unhelpful.

And the share price is going down because it went up. It's just what happens, no price ever follows a perfect straight line trajectory.