Nanoco Share Discussion Threads

[ih_169538] 16/11/2019 22:53

No..and not negative just realistic
Is your inquiry over or will there be more questioning ?

[paul planet earth] 16/11/2019 22:05

@andycapped..you seem overly sensitive I asked the same contributor the same question on 3 occasions which is perfectly normal given that every post he makes is in the negative.

[paul planet earth] 16/11/2019 22:01

Ih_169538..are you a retail shorter, shorting this share, this is the third time now?

[ih_169538] 16/11/2019 21:10

Btw PPE ( no Sherlock Holmes) if you click on 169538 it shows that is me Crunch55..its how ihub shows north American registered posters..look at other numbered posters as they have their board a avatars names as well.Case solved for you.

[ih_169538] 16/11/2019 21:05

Hey Sherlock..I have only one handle..told you that before.Dont let facts get in the way when considering your investment..if you like to roll the dice then that's your choice.Just posting on why this won't return the losses for those who placed above 100P and asking why some proclaim the IP is so valuable if it hasn't been commercialized to date.

[andycapped] 16/11/2019 20:03

Seem to be accusing a lot of posters on here as being short on the company. Most are just longer term investors grown weary of broken deals or ex-investors who currently hold no position.

Crunch is an investor in QMC a rival QD company which has also experienced some savage falls in its share price.

[paul planet earth] 16/11/2019 19:53

Cruch55 and il_169538...are you a retail shorter I asked you that before and you did not reply and why the multiple user names?

[andycapped] 16/11/2019 19:49

I've followed all the broadcasts since 2016, read the RNS's. I recall in the last interims one of the analysts asking when we might see a product on the shelves with Nanoco dots, stating 'it would be nice to see' incredibly politely. the response from the CEO was 'still live', but nothing more. So what have I missed?

[andycapped] 16/11/2019 19:49

I've followed all the broadcasts since 2016, read the RNS's. I recall in the last interims one of the analysts asking when we might see a product on the shelves with Nanoco dots, stating 'it would be nice to see' incredibly politely. the response from the CEO was 'still live', but nothing more. So what have I missed?

[ih_169538] 16/11/2019 19:33

"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."

Remember the factory running 24/7 and displays coming to market year after year.Dow producing...Merck going to build a factory..Osram lighting disbanded..Tokyo Electron solar disbanded...grow lights ???..bio opportunities still years out by their admission..ya that all adds up to very valuable IP ? that has produced no commercial products in the market to date.The key thing is if Dow can't make a commercialmdale after all these years then something is amiss.Nevermind the confidence the CEO has by selling almost all his shares

[botbot1202] 16/11/2019 18:13

I’m with Nigwit for once. Only sound logic is QDV but the share price is distorted currently and the assets are not like for like so a true IP multiple won’t work out at 70m/250x750....The Balance Sheet is stronger.
So 210m is not going to work as a linear calculation either...

[nigwit] 16/11/2019 18:10

This has been explained over and over but you’re not listening.

[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.