Nanoco Share Discussion Threads

[whum] 11/10/2016 12:08

to all the above, it is a new industry in development.
until it becomes established, sales don't exist.
some conributors on here suffer from cart before horse syndrome.

[knobbly] 11/10/2016 11:57

A truly transformational year.

Or is it just the same as last year?

[syd777] 11/10/2016 11:47

Spike it looks like 80% of the TV manufacturers will be based on Nanoco's CFQD and it's looking good in the science department and they need a partner for holticulture to start immediate supply.

[larmor] 11/10/2016 11:45

I thought Mike Walters' questions were excellent. The pause before ME didn't really answer about Nanoco's dots being in Samsung TVs this year or next was telling. If Samsung are predicting an increase in sales that Hansoi cannot cover, where else are they going to go?

[spike_1] 11/10/2016 11:40

I'm with syd on this CES17 is the real test, if nothing really significant before that.

Bagpuss: you have sold out and talk of shorting - yes that would suit you wouldn't it, you should be ashamed for such self interest promotion!

Best wishes - Mike

[syd777] 11/10/2016 11:30

One more deal to come with the likes of WH,Nanosys cash running short as 3M can't get orders.LG to bring out its new version of QD tv.About 6 million expected from Runcorn this year plus royalties.. It was a great presentation going forward.Lets see where Nanoco stands by CES17 and beyond.

[mrplay] 11/10/2016 11:29

Initial date for tv release last year in time for thanks giving. In that time Samsung has been selling quite a few. Nanoco has the "best" and sold none. Excuse "customs hold up"

No actual dates for anything. Maybe a new factory in the future. Again come back in 12 months.

[bagpuss67] 11/10/2016 11:29

It's going to get shorted to pieces in the knowledge that revenues are not coming in the next few months. There were some pretty weak comments in the presentation as well as the RNS and I think the vultures will sense the opportunity to take this down to 40p to complete the sort of head and shoulders shape on the chart.

[onething] 11/10/2016 11:22

I think you may be right. I don't see catalysts for upside yet. I'm prepared to buy back in lower or after any good enough news. I've done well enough here from 42p up to 62p.

[spike_1] 11/10/2016 11:21

ME is indeed very low key - personally I prefer that to 'excessive' enthusiasm that sounds like a snake oil salesman. To me it makes his claims more believable. Also worth remembering he may have flown-in overnight or yesterday, either way he is talking at 5a.m. his time (East coast) and 2 a.m. (if west coast).

Has he lied before about needing funding, if not then, quite probably they don't.

Best wishes - Mike

[syd777] 11/10/2016 11:20

End of QD vision end of OSRAM agreement focusing on Hotriculture,DOW to supply Samsung from Mike Walters QnA,Germany ready to decide on ROHS I'm sure Merck will play a part in that decision.TCL and others looking to WH for supply with QD vision out of the picture with TV.THERE will be no more fundraising Required....

[trt] 11/10/2016 11:20

When will investors take notice of the likes of warren buffet - do your research buy and hold. Trading in and out is just giving money to the brokers and MMs

[bagpuss67] 11/10/2016 11:10

Out. After three years. Think this will tank again as predicted by slippy. Now saying may move away from Osram and QLED more than R years away. May come back in at 40p and may consider shorting until then.

[bagpuss67] 11/10/2016 11:02

Sadly despite the carrot that ME just dangled about Dots in Samsung TVS by the end of the year. I think on reflection many will reduce after the call as it could be months before anything concrete.

[onething] 11/10/2016 11:01

Agree he's not the best presenter. My guess is inability to answer question on products on shelves is down to it not being his place to announce the TV manufacturers plans for this. Although why he can't just say that I don't know.Anyway, no cash raise required he just said.

[mortimer7] 11/10/2016 11:00

(5953) Honestly would anyone expect it not to be.
Actions speak louder than words - it isn't what we say that defines us, it is what we do.

[roadster750] 11/10/2016 11:00

no placing in forseeable

[swiftnick] 11/10/2016 10:59

"We don't expect to need any more money."

[kenirogas] 11/10/2016 10:58

Not handling the questions well...can't answer when nano dots will be in TVs. But no fundraising foreseen. :-)

[bagpuss67] 11/10/2016 10:56

Very flat..from ME. Feels to me from th presentation that it's going to be six months at least before things pick up. Can see this going to 40p again before taking off.

[onething] 11/10/2016 10:55

Are you listening to the presentation? Very positive and confident I would say.

[andrewbaker] 11/10/2016 10:45

It's a pity that the quality of the product is not reflected in the quality of management in making a viable business from it. I am hanging in there on the basis that the product should sell in greater volume going forward, but how long do I give it ...? For those who too believe in the product, the price fall back is an opportunity to buy in or add. Let's see what happens...

[kenirogas] 11/10/2016 10:26

Yield and quality "best in the world"... Hell of a claim, let's hope it's true

[kenirogas] 11/10/2016 10:22

And Merck are buying nano resin, but already have pilot plants working to supply samples