Nanoco Share Discussion Threads

[gilesgraves] 14/10/2016 11:22

I was joking that I had bought £4m. Sadly i only have £10k in the game on this share. I hope it bucks up its ideas sharpish.

[syd777] 14/10/2016 11:14

Spike I think he ment my dad.

[spike_1] 14/10/2016 11:12

giles: please explain your basis for 'my bad'.
Thank you - Mike

[syd777] 14/10/2016 11:11

With no RNS is it GMT or GSA?

[bagpuss67] 14/10/2016 11:08

Is there anyway that could have been a buy..

[syd777] 14/10/2016 10:55

I wonder who that was?no RNS as of yet.

[beercapafn] 14/10/2016 10:50

4 million in one pop. !!!

[kenirogas] 14/10/2016 07:45

Not forgetting the Dow Qtly report. Be interesting to see if QDs are back in favour there..27/10/16

[whum] 14/10/2016 07:17

pc thanks for reply, i am eagerly awaiting the agm date, guess it will
be around same time as last year. I don't reaaly expect any more clarification
from ME, but we could be pleasantly surprised.

[perfect choice] 14/10/2016 07:12

Its not public access material whum, I read it from MW site, article posted on its content yesterday afternoon.

[whum] 14/10/2016 06:51

We are back to the nano paradox.
ME not being able to give definitive answers on actual or potential
sales for whatever reason.
Pc where can we access the PH report attached to their broker target
price for the sp?

[firminator1] 13/10/2016 22:07

Well done for exiting at 67p PC. I did at 64p but then for some reason bought in next day at... 64p. Guessing with no news share price will bob around for few weeks now

[firminator1] 13/10/2016 22:03

Ok I got you Syd. With BG selling 1% of their investment anyone know how much this was ... was that the £260k mentioned ?

[perfect choice] 13/10/2016 21:49

A further placing is still possibility, I would say it is now more likely to be later than sooner if at all of course. But ME's comment was based on expected revenue ramp up happening when he expects, however you have to rely on that being true to not have a placing. If ramp up is slower than planned or just occurs later, the possibility is still there. Equally ramp up could be quicker so eliminating a risk. Right now I am a little more relaxed on the subject at least. Saying that, for those with access to the Peel Hunt report today, you will know even PH have considered a placing may be required at some stage in the future if revenue growth is not quick enough (so a risk analysis question), but on a much longer timeline I was thinking, so short term not a concern. The question of a placing is really down to what value of cash remaining does Nano really have to need to boost its "cash reserve" while revenues ramp up to a break even level. Is that £12, 8 or 4M? The lower the figure the longer that point will be in reaching and could well be never.

While Nano are making great progress with their 3 routes to market, its still down to timing which is not a matter for Dow, Merck and Wah Hong but the display OEMs and changing their current QD sources or launching new QD based models.

I see no urgent rush after exiting at 67p to buy back into Nano now unless an opportunity does appear and I do have an idea of my entry price. There are good opportunities to boost the price, just a case of when they are due. But in terms of this new QD market, I think Nano is an excellent investment prospect longer term as this market grows.

Incidentally, has anybody seen any published news on this QDV factory closing which was mentioned as I cannot find anything. QDV are finished and have substantially reduced their headcount, the supply of rail based QD supply is dead, it does not support HDR as per the web cast Q&A. Nanosys are not dead at all which I've seen mentioned, this is QDV factory closing in Taiwan as far as I can tell. But that lawsuit is expensive for them at $1M a month (ouch!). Nanosys don't have unlimited funds and QDV are even worse so its a fight to the death on that one and even the survivor will be weakened financially. Its interesting times in this market and Nano can quietly get on with hoovering up partners and setting up production facilities with them.

[syd777] 13/10/2016 20:37

Firm a lot predicted and believed a new shares issue was about to take hold, when PC did believe himself to be that case,I said it was a roumor,so Bruice reiterated that either one of us could be right.Well after MEs speech I was right there is no need for fundraising.I deserve a Blue peter Badge for that.

[andycapped] 13/10/2016 20:34

Another day of mainly automatic trades, some bigger buys at the end of trading, then a big £260k sell.

[firminator1] 13/10/2016 19:40

Thanks Syd. Not sure i follow your 6164 last post

[syd777] 13/10/2016 19:33

Like Bruice said to PC about the fundraising hype you could be right or then again SYD could be right,well we all know I was with SSW,BG predicting the same.

[syd777] 13/10/2016 19:21

Firm the DOW royalties are due end of November,I'm sure it's getting larger.News from ROHS could come too with WH confirming deals for supply,with milestone payments.Merck licence fee of £2 million,with announcement of where the new factory will be built,US,Germany,Japan.Tie up with a biotechnology for cancer and beauty products.Milestone payment from Merck,with payments for the new tech later in the year.Samsung LG supply news from DOW by JAN 17.Runcorn sales to WH and a new partner like them.shorters reducing fast and who knows BG selling to cut down borrowing to Slippy, I must say its looking good over the next 3 months ;)

[andycapped] 13/10/2016 19:14

One concern I have is the tight lid kept on what is happening with Dow. I guess that is due to confidentiality agreements etc. However it is frustrating to have such little detail about the biggest player in the game. Details seem to be much more forthcoming with regards to Wah Hong and Merck, so perhaps it's just a difference in corporate culture.

[firminator1] 13/10/2016 18:53

It's as if peel hunt have advised Nanoco to do a token £10k director purchase

As mentioned if shorts have reduced will be happy

Peel hunt 75p evaluation under whelming but be nice to see it just get back to that level soon. Next quarterly sales update in November i assume but do nanoco normally release quarterly results ? Well aware still too early for sales ramp up

[kenirogas] 13/10/2016 15:57

Whum: as do we all...however, I still think this price gives BG about 30% profit, so maybe it IS for Xmas bonuses ? ;-)

[riskblue] 13/10/2016 15:54

Need the money for Christmas bonuses I expect :-)