Nanoco Share Discussion Threads

[roadster750] 14/10/2016 14:47

read in a Charlton Heston voice

MMs, you can have my nanoco shares when you pry them from my cold dead hands.

[lauders] 14/10/2016 14:46

Mike - You make some good points. Perhaps you would be a better spokesperson than ME for NANO. Why don't you do the talking at the next conference call. It may turn things around! Not sure why ME could explain things like you just did in some way. Just a thought.

[spike_1] 14/10/2016 14:39

I'm amazed at the negative response to ME's answers, for a very senior company representative he was very forthcoming, way more so than in the past - why, because he can talk about non Dow potential production, and he did, and comprehensively, even down to three possible locations for the Merck factory.

As for when is the first NANO T.V. going to be in the shops, there is no way he can answer that. For a start Dow don't make TV's, they 'simply' sell a product used in the making of TV's. Why would a TV assembler, and subsequently the Brands and OEM's provide that information since they would be divulging commercially sensitive information.

What Dow will know is whether they are selling commercial quantities (or about to) and to whom, but there is all the difference in the world between knowing that, and what new model it will go in, and - the actual question - when it will come to market.

And we are talking about DOW, NOT Nano who quite simply provide the technology so that Dow can do its job. There is no reason for Dow to tell Nano until something is just about to launch, assuming Dow get informed in advance. Not forgetting that Dow sell the QD impregnated resin to another company who then turn it into a film, and then cuts it to size and sell it on to their customers.

It is perfectly possible that the sheet gel manufacturer doesn't know when or what it's going to go into, only the company and the size of the screen.

TV sales (top end) are very much based on innovation (and thus 'quality' of image), i.e. it is incredibly competitive. Why on earth would they needlessly pass on commercially sensitive info' beyond those that actually need to know.

Rant over - have a good week-end one and all - xx Mike

[howl01] 14/10/2016 14:35

No idea either what this morning was but in the absence of any further news I'll be keeping hold... Never a dull moment!

[hannath] 14/10/2016 14:31

Investors Chronicle comments in todays issue ... (recommending "Buy" ...

TECHNOLOGY HARDWARE & EQUIPMENT
Nanoco closer to a quantum leap
Shares in Nanoco (NANO) slid more than 7 per cent after the maker of cadmium-free quantum dots revealed its operating loss (before share-based payments and the costs of moving to the main market) widened by a third to £12.5m in the reported period. But advances in production technology and a pair of licensing deals suggest investors may be missing the bigger picture.
Nanoco’s low-power semiconductors can be used in liquid crystal displays (LCDs), lights, solar cells and bio-imaging equipment. Management eschewed short-term revenue when it made its deal with Dow Chemical nonexclusive in March, but has now signed licensing deals with German technology giant Merck and Taiwanese optical-film manufacturer Wah Hong, which promise to accelerate adoption of its technology.
Merck, which makes around 60 per cent of the liquid crystals used in LCDs worldwide, plans to build a mass production plant for Nanoco’s dots. Wah Hong has already sent out samples to Asian display manufacturers. And innovations at Nanoco’s Runcorn facility have boosted production efficiency.
Ahead of these results, broker Canaccord Genuity expected an adjusted pre-tax loss of £1m for the year to July 2017, giving a loss per share of 0.4p, swinging to profit of £12m and 4.1p in FY2018 (from losses of £11.3m and 4.3p in FY2016).
> Nanoco is making headway in commercialising its technology in a burgeoning market. Yet its shares trade at 13 times forecast earnings for FY2018, undervaluing its patents and growth potential. TM

[syd777] 14/10/2016 14:27

Whum I don't hold share certificates and i have not sold any of my core holding ,can I borrow yours to get the pants?

[lauders] 14/10/2016 14:17

firminator1 - I also reduced here today and now have my heavily underwater core holding left. All the top-ups have gone into other hopefully better opportunities. I still hope NANO do well of course but I am happy I am currently less exposed than I was. Agree with the lack of transparency from ME on the MW question. I know he may have his reasons but it was a let down.

[euroto] 14/10/2016 14:16

Go commando Whum

[marcusm1000] 14/10/2016 14:08

Hahahahaha Whum.

[whum] 14/10/2016 14:06

just heard M&S have introduced a new range of high absorbency underwear,
sold out in 15 minutes to customers clutching nanoco share certificates

[firminator1] 14/10/2016 14:03

yep massively confusing. More director shares purchased then although only c £30k. Positive sign in theory although pretty sceptical in general over nanoco and reduced my holding today and gone back into oil. Think that grates on me is the open question to ME when asked when can we see your product in tvs with the more than vague / non committal response, not even 'next year'

[andycapped] 14/10/2016 13:46

Over 3 million shares sold in just four trades, yet hardly any impact on present share price.

I'm bamboozled.

[perfect choice] 14/10/2016 13:27

RNS not exactly right, it is announced today but the actual purchase was yesterday. Go to trade 186 yesterday and you see the exactly volume and price.

[whum] 14/10/2016 13:26

Not given to expletives but wtf is going on

[dessaix] 14/10/2016 13:05

54p per share - how did he manage to pay so much for it today?

[syd777] 14/10/2016 12:03

GMT 0.10 % GSA 0.05 %dreaming.

[firminator1] 14/10/2016 11:59

Just so I am clear when I look at hargreaves and lansdown c (£2m) sell the biggest I have seen is there a chance this can actually be a buy #confused

[syd777] 14/10/2016 11:55

Risk the price looks to have been accommodated for someone and could be a buy the share price has risen since,I wonder if Nanoco has signed a deal with it's science side.. We wait and see....

[riskblue] 14/10/2016 11:51

Syd - I don't think the rns has to come out today. There can be a delay in notification. Could explain the Friday move. Might be early next week before we discover who and what.

[firminator1] 14/10/2016 11:50

Those big sales more shirt positions opening up is a big concern surely ?!

[syd777] 14/10/2016 11:44

Risk if there's no RNS today and it's not slippy,then the short tracker could be interesting.

[riskblue] 14/10/2016 11:41

Maybe slippery has extended his short big time.

[riskblue] 14/10/2016 11:39

Could be buys, and the price was marked down to accommodate them. One can always hope. Will have to wait for rns to find out.

[syd777] 14/10/2016 11:29

Over 6.5 million in volume now and the share price is starting to rise,short closers??another 2.5 million sold at 50.

[kenirogas] 14/10/2016 11:29

If it was a sell ( and I can't see otherwise with an O trade) why has the bid just gone up ? Offered 50.66 just now.