Nanoco Share Discussion Threads

[firminator1] 17/10/2016 11:50

ok only just read your recent post slippy so thanks - thats useful to get your thoughts

[firminator1] 17/10/2016 11:50

ME leaving not always a bad thing for share price though and a fresh start. Slippy its not that you do or dont receive credit it is genuinely the tone of some of your posts are articulated in a vindictive and vague way.

Appreciate no one really knows the answer but every has an opinion, your opinion also valid but even more so with a bit more evidence based opinion eg saying ME is misleading ... misleading about what exactly ? as in fairness to him in webcast i thought he was if anything holding back on loads of stuff and was almost too prudent... the opposite of misleading.

[slipperysidewinder] 17/10/2016 11:40

firm

If ME stays at the helm i can see it at sub 42.

If he is removed and replaced by a top draw exec, things will push higher. As ive said, a new brush can sweep everything clean. Let any skelotons out of the cuoboard. Dispense of the smoke and mirrors. They can be totally honest and upfront and this will ensble them to restore investor confidence.

The problem with Nanoco now is that people are losing faith. Pure and simple. I mean ME hasnt even got the vaguest idea of when a TV will be on sale incorporating Nanoco technology. If this doesnt send a clear message to longs then quite honestly they deserve to lose money.

From what ive gleaned, change is coming! If i am right, then after the initial shock the share price will stabalise and may at last turn a corner.

One thing is for sure, the longer ME sticks around the lower the share price will go.

Sub 42 short to medium term.

[fil340] 17/10/2016 11:33

Slippy: Samples being sold to Wah Hong tell me the company is closer to good revenue than it has ever been.

[slipperysidewinder] 17/10/2016 11:25

I think ME may try to sell his remaining stake before security empty his desk into a cardboard box and escort him off the premises.

If he is still around st AGM it will be a miracle.

Mind you he's dodged bullets before.

The director share purchase of s measely 10 grand should send every shareholder a clear message. All is not well!

[firminator1] 17/10/2016 11:20

slippy where do you see the share price going next couple of weeks in terms of stabilising at xp ?

[firminator1] 17/10/2016 11:04

I am now sitting on the sidelines #stoplosstriggered

Will need to catch it when it is on the way up again

[slipperysidewinder] 17/10/2016 10:57

Syd

Im not sure if your beloved ME will be around at the AGM.

[spike_1] 17/10/2016 08:39

Thanks Scruts!
Best wishes - Mike

[scrutable] 17/10/2016 07:36

syd re your 6243.

I regret any contradiction in the information available. I was quoting from an e-mail received from Caroline Watson advising me to look out for the web cast.

"I think your questions will be answered or partly answered there. We give details on potential annual capacity at Runcorn. It is worth noting that there is 0.5 gram of dots per TV. We will ramp capacity to meet demand so we will not be building for stock.

We give some detail in the Q&A on potential Wah Hong customers of which there are a number outside of the 2 big Koreans but we do not give names. The display industry is not a big industry and it would not be difficult to deduce who we are talking to".
.

[syd777] 16/10/2016 21:44

Mwwh at least someone heard something along the lines..We can only speculate but I for one will stick with ME and look forward to meeting him at the AGM,when we little people can get more answers if the needs be.

[mwwh] 16/10/2016 20:24

Syd: I remember that a questioner made a rough calculation that, given the stated start of 24/7 production, Nanoco must already have around 100KG in stock, He then asked if his calculations were accurate, whereupon ME responded in the affirmative. Judging ME's past statements, we cannot be sure that all of this stock is deliverable.

[syd777] 16/10/2016 19:28

Bruice I hope I'm not hard of hearing but I sure I heard ME say 100kgs was now ready for stock that they have now maufactured.

[fil340] 16/10/2016 15:20

An article about the TV industry and HDR in particular. Relevance to Nanoco: QD's enable HDR luminosity (1000 nit) and colour gamut (90%+ P3 standard). The industry sees HDR as a major driver going forward. hxxp://www.screenplaysmag.com/2016/10/05/market-focus-on-hdr-intensifies/

[brucie5] 16/10/2016 15:02

Scrutable, thanks.

And for: "NANO is not manufacturing for stock. Perhaps it should."

[onething] 16/10/2016 14:50

Daily, but the figures generally are 48hrs out of date. So Friday's report should reflect changes in Wednesday. This assumes the information is filed by the short sellers in a timely manner, which it isn't always. The FCA issues a daily spreadsheet and services like short tracker take this info and publish it in a easier format.

[firminator1] 16/10/2016 13:53

how often are short positions published then ? be good to know Nanoco latest position given some pretty dramatic share price movement last week

[scrutable] 15/10/2016 22:23

Brucie,
ME stated, as I quoted earlier in 6222 "Merck and Dow are both engaged with a whole range of film coders. I mean, Dow is active with one who is producing their own number, who are producing samples today that they’re supplying into the market. And Merck has a group of coders they work with already who they’re trying to get our material to been held up by customs. Once that’s resolved, things will start to flow"....

The Q-dots are clearly being evaluated by clients of clients and confirmed as OK to proceed. Unavoidable, but when they all feel safe they will want quick delivery. NANO is not manufacturing for stock. Perhaps it should.

[kuss1] 15/10/2016 17:51

ME also confirmed Samsung's plan to produce 20 million QD TVs in 2017. ME also didn't say he didn't know when a TV with Nano's Dots would be manufactured. He said Samsung's expansion was very relevant for Dow.

[syd777] 15/10/2016 17:44

Totally agree with both comments from Kuss and entel..The likes of Apple use a duel supply strategy.

[kuss1] 15/10/2016 17:16

syd777, I agree Hansol will expand capacity. If there's demand who wouldn't. But Nano also increased capacity and X10 with Dow that's some 50,000kgs.

In the end it will be down to who can sell the best at the cheapest.

We've already seen what happens to those that can't with Qd vision. Only cadmium, expensive and no HDR capacity. They've gone to the wall. Next in line is Nanosys. Cadmium only and relatively expensive at twice the cost Samsung are paying.

Better to see director buys than director sells. They are not forced to do so.

I still find it difficult to believe that Dow and Merck are willing to waste time and money on this if they didn't believe in the technology.

who's going to supply LG?

who's going to pick up QD visions clients?

CES 2017 is going to be interesting.