Nanoco Share Discussion Threads

[friendofslippery] 11/10/2016 16:18

fil

Why don't apple buy them then ?

[friendofslippery] 11/10/2016 16:17

Dropping through the trap door now. 47 close?

[friendofslippery] 11/10/2016 16:13

If it goes through 50 it may hit 40 before end of week.

With no earnings visibility there is nothing to put the brake on.

[fil340] 11/10/2016 16:08

Hey Slippy. How can you fear-monger when you don't know the royalty rate either. Nanoco is a small company which can do extraordinarily well for itself even with a tiny royalty. And investing can be simple. When iPhone was first released the market failed to react. I thought having a computer in your pocket was a really good idea so I went long Apple. And held until I bought Nanoco a few years back.

[friendofslippery] 11/10/2016 16:02

Testing sub 50 now.

[friendofslippery] 11/10/2016 16:01

fil

How on earth can yiuake such comments if you have no idea of the royalty strean. What if they've mortgaged the family silver in an effort for any sort of deal. They have not exactly been in the driving seat.

If only investment was as simple as you make out.

[fil340] 11/10/2016 15:52

I find the fluctuations of confidence with Nanoco very frustrating. For myself, as a long-term holder, the big question has always been: will Nanoco sell dots to the display industry? I can see no sensible argument from the shorters that Nanoco's product is of no interest or relevance to the display market. Once (the inevitable) sales commence, we can be confident of significant revenue. And this significant revenue will drop into place suddenly: after all, Dow and Merck will be filling orders for dots to go into millions of display units. Big revenue will hit Nanoco's share price very, very hard. It will spike, probably more than it did some years back on accouncement of contract with Dow. To win here one just has to be confident that Nanoco's dots will sell, and buy and hold.

[scrutable] 11/10/2016 15:35

I am unfortunately too hard of hearing. Have I missed it amongst all the above reports of the teleconference? It may be the most important fact of all.

Runcorn seems to have been producing in at least two shifts since August. How much invoicing is this generating on a daily basis? Or do I understand that it has been going out on sale-or return basis, not paid for until sold on? Even then the daily value produced is a key fact, for which there is no valid excuse to hide.

[bagpuss67] 11/10/2016 15:29

Slippy. Surely it will hold at 40p?

[syd777] 11/10/2016 15:10

Whum I guess I will see you at this years AGM.

[friendofslippery] 11/10/2016 15:07

The best thing here is to short away. The webcast was an unmitigated disaster in my opinion. Deals falling apart. fulfilment problems, no timeframes, no sales, accountancy irregularities,n o earnings visibility whatsoever.

Just Mike Walters asking questions that I could have give him the answers to. He's got a lot to snswer has Mr Walters.

Watch ME sell off another chunks as soon as the opportunity arises.

This is heading to 30's possibly 20's.

I take no pleasure from being correct. I only wish you had all joined me.

[mr.oz] 11/10/2016 14:51

So - the new PH involvement and Webcast.
Why do we think it's happening?

[syd777] 11/10/2016 14:13

Mwwh could they be building up stock as WH might have high demand in the Far East and they are also looking at 1 more deal with another Flim company.They are also looking for a partner for holticulture.The general lighting side is dead like QD vision.

[mwwh] 11/10/2016 14:06

Tdots: The presentation clearly stated that 24 hour production started in August. I believe that this would happen only if Nanoco had paying customers.

[tdots] 11/10/2016 13:44

Mwwh - didn't the release this morning state that Runcon will start shift work post new years? Calendar or fiscal new year?

[roadster750] 11/10/2016 13:33

I enjoyed M E s take on the machinations of the eu regarding the rohs "circus", great to hear the opinion of someone at the coalface rather than some snout in trough kinnock type.

[knobbly] 11/10/2016 13:29

Syd, your link got a bit mangled.
Try this:

[syd777] 11/10/2016 13:21

by motley fool.And the Mancunian business has stepped up manufacturing capacity to speed up returns from its cutting-edge technology.
These measures should push Nanoco into the black from this year, at least according to City forecasts, and earnings of 1.3p per share are currently forecast.

Value hunters will no doubt be put off by a subsequent P/E rating of 41.9 times, soaring above the benchmark of 15 times broadly considered reasonable value. Still, those seeking stocks with potentially-explosive long-term earnings potential could do a lot worse than to check out Nanoco.

[howl01] 11/10/2016 12:53

The results have to be taken in context. No demand = no sales. Demand is now there and building very quickly. The winner will be the company able to deliver in bulk, cost effectively. The players able to do that (Dow and Merck) are partnered with nanoco. Dow is operational now and together with Runcorn will create sustaining cashflow near term imo. From the figures ME quoted during the q&a session I'd say $20-30k/kg is closer to retail price rather than the $100k figures previously ballparked. Wah Hong disappointed me as I suspected they were already producing - 3-6 months behind it seems. Samsung as I have said previously will look to secure their own supply via Dow. No way I'm selling any shares - I don't see price back in 40s and you won't catch the market when the inevitable supply deal leaks.

[spike_1] 11/10/2016 12:27

mwwh,
I'm not sure how you can predict revenue with any degree of accuracy until end users are actually manufacturing TV's (and now computer monitors), AND have sales forecasts.

To expect ME to simply put his finger in the air and come up with a number in the interim, would be doing exactly the kind of thing that IMO loses trust, not gains it. This is NOT AIM, they have to play by the rules of the main market.

Best wishes - Mike

[mwwh] 11/10/2016 12:15

My apologies for being so positive. I have been focusing only on Runcorn 24 hour production which I correctly felt had begun. Given this, Nanoco still looks very positive. However, I do not understand why ME is unable/unwilling to make specific revenue forecasts. Runcorn have been supplying product from full production since August. Assuming worst case production of 20kg and 100,000 pounds per kg, the revenue from Runcorn alone would be 2 million pounds per month. What is the problem then? The revenue recognition debacle has destroyed all trust. This trust can only be regained through honest and open self appraisal, of which ME seems incapable.

[jfacwc] 11/10/2016 12:09

Hope it works out well for you Bagpuss.Enjoy your comments on here, as much as nearly all the other posters. Probably my most read 'book'..Let's hope for just ONE positive NANO announcement with a corresponding decent share price reaction. Long overdue.