Nanoco Share Discussion Threads

[syd777] 12/10/2016 07:48

At least GSA are closing their short position,we all know where this is heading near term.shorts now at 3.71%

[friendofslippery] 12/10/2016 07:42

Let's see how much further this falls today. The stock has really taken a pasting since I opened my short.

Yikes!

[bagpuss67] 12/10/2016 07:32

Morning all. Some good posts. The damage being self inflicted on themselves by Nano's competitors is an interesting new bullish point.

[lauders] 12/10/2016 02:24

syd77711 Oct '16 - 18:04 - 6029 of 6061 0 0

Proactive investors,Motley fool,and now investors chronicle all coming with upbeat staments.

That would be a definite sell then by the looks of it! Hasn't done much to reverse the share-price decline. Let's see if it has any influence over the next few days.


syd77711 Oct '16 - 18:54 - 6035 of 6061 0 0

Firm don't believe in what you read here sometimes,Me sold over a year ago and it was to pay for him moving to the USA where Nanoco has a small office,hold on by xmas near to the AGM or better hold and see the share price during CES First week of Jan 17... Anyone seen DOTLINKs AKA slippys post the LSE BB LOLz.The market was expected to react with last years results as expected it was not from professor Slippy.

Tried that before syd! Have the T-shirt. Every time the hype around CES has turned into nothing. Will it be different this year? The run-up to the event may be a chance to get out at a profit for some as people possibly buy in for what will likely turn out to be another disappointment. NANO are after all experts at the latter. Just see their current form.

[mayar] 12/10/2016 00:27

GSA reduced their short position from 1.29% to 1.18% last Friday.
Apologies if previously mentioned and I have missed it in all the results excitement.

[howl01] 11/10/2016 23:54

Did someone mention over- engineering?

[howl01] 11/10/2016 23:49

LG assumption of dot supply misguided - ips - Samsung almost certain.

[howl01] 11/10/2016 23:43

Bagpuss67 - 500kg lab is an admirable achievement - it's a lab, looks like a lab and you have probably never been in one. Capable of supplying Samsung output as of date.

[syd777] 11/10/2016 23:17

Good posts from real term long holders,you will undoubtedly be rewarded in the forth coming years.

[balaura] 11/10/2016 22:36

Enteleon, you remind me I have to order antibodies from Abcam tomorrow...they are painfully expensive, but ultimately they will save me money since they are simply the best, worldwide.

I'm still holding Nanoco as well and feel strangely confident about it. Gut feeling.....

[balaura] 11/10/2016 22:28

Nanoco technology is a prize winning one. It only "stinks" to an ignorant.

[syd777] 11/10/2016 21:59

Mapacho,PC,Bagpuss,did maybe try to rant up their holdings for their losses,as they were trying to get back their losses from investing at a very high sp,but like Mapacho said investors come and go.

[syd777] 11/10/2016 21:31

Slippy ME sold at the going price at the time and not at 1.80,it was a minimal amount, and 200,000 shares went to good causes.Anything that you smell in your Garden is welcome in a few States in the US for medicinal purposes.I hope you report the smell in your garden to the right authorities,I'm surprised you live in an area that produces that smell,when you made millions from shorting Nanoco.The tech is something maybe your not used to Nanotechnology, the tech will win like Quantum Computers.The prism award that Nanoco won is and was not a small win from the greatest OEMs that have seen potential a winner in the field.

[kuss1] 11/10/2016 21:31

And LG's line of Qdot TV's is coming for sure. Who will supply them?

Samsung will release their 3rd generation of Qdot TV's in Jan.

It's the industry and it's changing.

First thing in business is to know your market...

[kuss1] 11/10/2016 21:25

slip, you may be right, I'll watch.

But it's true about tech. I honestly don't think Merck or Dow know what's happening as they only supply. They don't know the preference of the customers. But there are few things for certain. Samsung is dominating the upper end of the market, and that's down to Qdot tech. LG have to follow and they don't have access to Hansol's production. QD vision are history. They will fold in a matter of months. Nanosys don't have a future because they don't have cad free Qdots. Their Chinese customers have no future either.

Dow have paid to build a factory and Merck and Wah Hong are interested enough. But it's all positioning.

As for ME. I don't give a stuff what he's doing. It's the industry which will take this one way or another.

To say there is something wrong with Nano's tech is pointless. The tech is developing. It's a new industry, and a new science.

But there is one thing for certain and that's that Qdots are here to stay. Funny that the industry would rather they went away, but progress is just that.

[friendofslippery] 11/10/2016 21:13

Kuss

Hardly anybody left to supply quantities dots and Nanoco can't sell a single one unless it's for a propergator for my neighbours greenhouse.

Something smells.

[friendofslippery] 11/10/2016 21:10

Kuss

Things can change very fast in new tech. Just look at Samsung over the last couple of days. You just don't know.

Now my take is this. It is my belief something is very wrong with Nanoco's technology and I have my reasons for shorting this trust me. Why did ME sell at 44? I am of the belief that he thought the share price was sinking to pennies. He thought the game was up. But he got a stay of execution. He will off load some more shortly. Watch and learn

[mr.oz] 11/10/2016 20:53

This company needs to manage service, quality and efficiency, as well as its finances
Mapocho said they're doing just fine
It would be good to hear from him once more, but suspect he's still feeling too precious

[kuss1] 11/10/2016 20:41

Well I've been following the Qdot industry for many years and the big news out of ME's presentation is the demise of the US quantum dot industry. And if you don't know what I'm talking about you shouldn't be investing in this industry never mind Nano. I heard some months ago about QD Vision folding. Now they are out of the display sector all together. But what's shocking is that Nanosys are also stuffed. They have no cadmium free Qdot supply. Who would have thought. So the whole US industry in tatters. Nanosys spending 1 million a month on legal fees fighting for the bottom end of the market with no future.

So just two men standing in the whole industry. Hansol and Nanoco (with Dow and Merck etc). The industry isn't going away, so who has the advantage?

Fascinating stuff for me, though I understand everyone else has a different take. But who is going to supply LG's stated plan of bringing in a new range of Qdot TV's in Jan? Is it Dow or Hansol?

ME said Hansol don't have capacity to supply Samsung's scale-up of Qdot TV's. Is that the case?

Well, my take on the today's results are not what's been posted on here. I just see a massive industry with the supply chain cut in half.

CES will be interesting to say the least....

[firminator1] 11/10/2016 20:32

Thanks enteleon. Jeez edelman has done well at £1.63. Listened to webcast and thought it sounred good other than the FD cr*pping himself admitting the revenue error

[syd777] 11/10/2016 20:16

Slippy, with hindsight I wish I had sold at 76 and brought back today at 50 we are shorters somtimes well done.I am afraid of DOW any full supply news from them will see nano rocket,I don't want to make a mistake like I did with Arm holdings,a long view here has great rewards and nonosys and 3M could be dead meat too with QMC looking like a major player from 2018.

[enteleon] 11/10/2016 20:15

Firminator1- Edelman's share sales:

1) 9/5/13- 1.3 Million shares @ £1.63p to aid relocation in the USA

2) 17/11/15- 1.3 Million shares @ 0.44p; he also donated 200,000 to charity. His residual holding is 5,431,615 shares = 2.29% of Company.

[syd777] 11/10/2016 20:06

Bagpuss, bigger output facilities could reduce the staff in the future,and demand is very high.We all know QD vision is out of the picture,any idea who they were supplying in China?Ok some costum problems delayed the sampling shipments sent by WH,but you have to admit they could finally be going places with the revenue streams.