Nanoco Share Discussion Threads

[firminator1] 17/11/2016 15:47

what is quarterly sales update does anyone know - assume next week ?

[mr.oz] 17/11/2016 15:34

Pressure on LG to join the party continues, syd.

[syd777] 17/11/2016 15:31

Gamers not happy with LGs OLED and now their LCD too,while Samsung is not getting bad feedback from their SUHD using QDs..

[fil340] 17/11/2016 15:28

90% of rec. 2020 with optimized filters. Given ME's exuberant confidence that no-one has anything as good as Nanoco I can't help but feel this is production, rather than lab. www.displaydaily.com/article/152-display-daily/45523-connecting-the-quantum-dotters?utm_content=buffer5160b&utm_medium=social&utm_source=twitter.com&;utm_campaign=buffer

[bolshkavitz] 17/11/2016 15:18

Tonsil, I think the John Lewis staff may have got that wrong.

According to Samsung's own web site the QD TV's are all CFQD's

Cadmium-free; "With the entire family gathered around in the living room, you’ll want to be picky about the materials used in the TV. Thankfully, innovative advances have made possible a TV that comes with no cadmium. It’s eco-friendly technology where you need it the most – in your home."

[howl01] 17/11/2016 15:03

That 90% of Rec 2020 does sound remarkably impressive - I believe Samsung's current models are about 74%? Same claim as the 'cadmium light' Hyperion offering of Nanosys. I only hope this is commercial production and available material and not lab based data only. Share price looks like a coiled spring at the moment - somebody is slowly accumulating or unwinding a short.

[woolybanana] 17/11/2016 14:55

The fact that Slippy seems to have disappeared back down the sewer from which he came might well suggest that something big is very close.
Let us hope he and his kind are wiped out and that we enjoy our day in the sun, at last.

[bolshkavitz] 17/11/2016 14:51

"The global quantum dots (QD) market will be potentially valued at more than $11 billion at the components level by 2025". hxxp://www.fox8live.com/story/33728846/the-global-market-for-quantum-dots-to-2025. ([re]published yesterday) Yet the silence from the key players is deafening.
In the short term I'm sensing a growing tension as the springboard is being prepared to release this and propel this share up to a more realistic value.

[robotface] 17/11/2016 14:43

Great post tonsil

[fil340] 17/11/2016 14:40

I won't be surprised if LG have left it all rather too late. The info I have is that Nanoco/Dow dots are now at 90% of rec. 2020, which is a huge uplift over the currently available SUHD. The only thing which seems able to compete with 90% coverage of rec. 2020 is cadmium. Seems reasonably fair to conclude that the 3rd gen. CFQD is Nanoco/Dow tech, which means LG may not get much access to current output.

[syd777] 17/11/2016 14:04

LG will be keeping DOW very busy from now.Runcorn needs to spend £1.5 million to get to 2million TVs from 500.000 by spring 17.

[fil340] 17/11/2016 13:36

Kuss, do you have a reference? All I can find is general info about CES 2017 awards, and a statement that 3rd gen. QD dots are coming, without any details.

[knobbly] 17/11/2016 13:02

On a slightly different note, my 6 year old Toshiba TV is getting a bit long in the tooth. (I had to replace a couple of the electrolytic capacitors in the PSU a few weeks ago and it's hanging on in there...)

So I intend to get a new box Q1 /Q2 next year.

I want it to use Nanococ CFQD's.
I want it to be between 43 and 49 inches.

Any guesses - will such a product exist?
How much will it cost me?

[kuss1] 17/11/2016 12:40

We've already been told what's coming from Samsung. 98% of 20/20 colour gamut using colour filters. It's difficult to get across what this spec means and how good it's going to be. Plus there will be major improvements to other tech .. algorithms viewing angles etc..

Still scratching the surface of the potential of Qdots though.

[fil340] 17/11/2016 11:39

"Something big is happening." This could explain why ME went from saying Dow was in the final stages of approval with "the Big S" to complete radio silence on the matter. Makes sense. I wonder if Samsung have cracked CFQD colour filters on the quiet?

[tonsil] 17/11/2016 11:03

I went to John Lewis at Cheadle Royal yesterday. I spoke at length with the TV department manager. I asked if any of the Samsung display TVs were CFQD. She said none of them were and that quite a few other people had been asking this too. She asked me what the difference was so I explained the toxicity of Cadmium, the likely legal restrictions coming through and the organic nature of CFQDs.

She did say that the current TV range was very late coming out this year and that next year something big is happening. I asked how she knew that. She said normally they have some indicative info about next years range by this time but this year everyone is keeping very quiet and wont tell them anything. She said that usually means something big will be announced.

She was fascinated to know that CFQDs were a Manchester technology and that the likeliest source was indirectly a Runcorn company. She went off to research it.

[kenirogas] 17/11/2016 10:22

My understanding too, whum, hence the 3.85"reported" %. -- not sure how long the window is for shorters to report, but have seen up to a week's delay in the past, so potentially closed over the last 5 trading days...

[whum] 17/11/2016 09:23

reporting level is 0.5%, anything less is invisible
I think this applies to the fca site as well

[dessaix] 17/11/2016 09:16

Keni - difficult to see how PanAgora closed off a .49% position equating to 1.1M shares since 14/11, as that is more than the total trading since the 14th as far as I can see. Or is there a threshold reoprting level?

[bagpuss67] 17/11/2016 08:46

If the company actually ever deliver anything they will.

[syd777] 17/11/2016 08:24

We need JPmorgan to disappear too.

[kenirogas] 17/11/2016 08:19

PanAgora seem to have dropped off th shorts list...now down at 3.85 reported. Can anyone remember how the news of Dows last royalty was announced? I know the first was an RNS( first royalty) but the second wasn't IIRC. Ta

[andycapped] 16/11/2016 23:14

I think the bigger capital will wade in, if or when we see some decent income coming in from sales and royalties. Unless we see some strong figures by or before the AGM I think the share price is unlikely to increase beyond present levels.

[fil340] 16/11/2016 22:14

Did you ever see a stock price go up nearly vertical? That's big money rushing in on the back of market validation... not a rare occurance at all... in fact quite common.

[onething] 16/11/2016 21:58

The many positive indications surrounding QDOT display applications, supposedly commercially imminent, are simply not reflected in the share price. There has been so much focus on this new technology that it would be amazing if some news came out on some random day that turned this whole situation around. Big money will not have missed this potential opportunity and will have a clearer idea of what is going on than most of the readers of this board, yet big money is still waiting on the sidelines. I don't see £1+ by Christmas as some have declared here recently, or even a sustained effect from the upcoming CES.