Nanoco Share Discussion Threads

[kuss1] 11/10/2016 08:10

Got to laugh at the stupidity of the market ..

I suppose not many understand Qdots or the industry. Dow, Merch and Wah Hong do though.

[mr.oz] 11/10/2016 08:00

Too many targets without timescale. We heard Near term, . Short term etc. No definitive target dates and that open ended situation leads us to where we are

I agree we will get there but when is speculation

[bagpuss67] 11/10/2016 07:59

This statement meets the expectations that they have given the market. The price has dropped a lot ahead of it. No reason for it to drop further. Also the Web cast will give more colour.

[jfacwc] 11/10/2016 07:56

Hopefully the webcast will shed some decent light on more recent progress/developments... after the expected share price drop over the next hour or so.

[lauders] 11/10/2016 07:49

I tend to agree with Davros and Mr. Oz. Same same from NANO. Nothing worth singing about. Should have taken more profits when I could instead of believing NANO would actually produce anything of substance today. Disappointed and will see the inevitable short-term negative reaction before deciding what to do. NANO are trying investor's patience in all aspects, results and PR etc...

[perfect choice] 11/10/2016 07:48

Well the good news is that all 3 key partners are making progress with the target OEMs or manufacturing facilities. Wah Hong may actually end up being the first with full commercial supply now.

Bad news is not knowing when volume supply will commence which is more tied to product launch than capability to supply i.e. Dow situation now. Wah Hong may actually displace a current Cadmium based QD supplier first so not tied to a product launch or extension of product range.

Simple reality now is that the last hurdle of a further fund raising is going to be required as cannot see an OEM turning on the taps quickly enough before that decision has to be made. Timing of a placing is alway difficult but if £14M end July, then expect £10M by end December at burn rate so I say Dec/Jan for placing. Leave it too late and the share price deteriorates in anticipation so doesn't help.

100% convinced Nano will make it now with 3 supply routes working away. Just a placing hurdle to overcome IMHO and I will be buying back in after that placing.

[kuss1] 11/10/2016 07:47

You can't be serious focussing on the financials. They were known ages ago. At least some more clarity on the accounting issue. As I thought, Merck's large upfront payment going into this year's accounts. Should boost cash by several million.

So no placing. Now slip is saying next March. A lot can happen before then.

See what's said in the conference.

Nano's improved processes greatly improving quality as well as quantity...

I suppose the price will reflect whether the market believes in Dow, Merck and Wah Hong as much as anything.

[kenirogas] 11/10/2016 07:46

Someone, cmiiw, but that statement has to be factual as at 31/7,no? I.e.year end??

Th knew that when the webcast was scheduled, and IMO there will be significant extra news during that, though whether good or not remains to be seen.

[syd777] 11/10/2016 07:44

Mr OZ dav sold in spring and lost out,the revenue will be phenomenal this year with full LG supply and WH supplying in the Far East, looking forward to CES 17.

[bagpuss67] 11/10/2016 07:40

Th fact of the matter is that Dow is still there and admittedly slowly going forward but they have signed two new and significant deals in the year. They can't help it if they couldn't anounce them today. They are also on track to replicate the nanosys manufacturing model that has led them to be cash break even. They have cash for at least 12 months otherwise they would have raised some now. Overall, this company is in better shape than it ever has been with several massive commercial partners signed up and still a rapidly growing market to address

[mr.oz] 11/10/2016 07:37

Syd and SSW, don't make the board a slanging match. Financial performance here is still behind the curve. Davros has it right imo

[kenirogas] 11/10/2016 07:35

Nothing ne in that RNS, then...all, known and pretty much stated at the interims.

Here's to announcement of production output for WH and/or Merck during the webcast.

Rough ride ahead either way I think, with an initial drop almost certain as people read this as "current"

[davr0s] 11/10/2016 07:28

Been out of this since spring - and still not inclined to join back in. Revenue's pitiful and unless they rapidly increase this (which on past history is unlikely) their remaining cash ain't going to last long given their cost base. So am remaining on sidelines and watching with interest

[syd777] 11/10/2016 07:25

Dow is not just sampling its supplying too,with new samples going out.Well no fund raising now as some have predicted.

[friendofslippery] 11/10/2016 07:20

This truck of bull will be bust before long.

Target 30p

[syd777] 11/10/2016 07:20

I see slippy has moved his fundraising to March now from Jan.It will happen but on the NASDAQ fool.

[friendofslippery] 11/10/2016 07:19

Samples samples samples.

NO SALES !!!!!!

AGAIN

[syd777] 11/10/2016 07:17

Nice to see WH shipping samples and DOW with increased samples over the past few months,two royalty streams with Merck to come.I wonder if anything new will be mentioned in the live webcast.

[friendofslippery] 11/10/2016 07:16

As I said. Fundraising is penciled in for Feb,/ March next year.

[margincall1] 11/10/2016 07:14

Another transformational year passes with no news other than the Chairman is delighted with progress hang on for another ten percent drop!

[whum] 11/10/2016 00:40

syd, back in your box now.you know its past your bedtime