Nanoco Share Discussion Threads

[onething] 01/12/2016 16:41

Sub 45. It creeps up with on you. How can anyone not resist 42p buy to sell at 50? Good returns. In the absence of news what else can you do?

[whum] 01/12/2016 16:27

roadster, looking at the daily chart that 107k trade could be
a sell or buy, more likely a buy

[roadster750] 01/12/2016 15:54

jfacwc, 107.68 trade just snuck thru mmmm

[fil340] 01/12/2016 15:33

The Kodak patents are all about QLED and nothing to do with CFQD films which is where we're at today

[jfacwc] 01/12/2016 15:31

seems some share price manipulation just now? Shorts closing?says he, hopefully..

[slipperysidewinder] 01/12/2016 15:25

They would have no option or it would be game over for ME and co.

[slipperysidewinder] 01/12/2016 15:24

Bagpuss

They would if their technology just doesnt cut it.

[bagpuss67] 01/12/2016 14:52

Nano must have some visibility on decent cashflows. Even these buffoons wouldn't blow cash on an acquisition if they were down to 3 quarters of cash left.

[luxaeterna1] 01/12/2016 14:17

Digitimes subscriber report (behind paywall) indicates that Wah Hong intended to start shipping QD Enhancement film in Q4, so they've probably just started selling. Assume a 1-3 month cashflow delay until Nanoco receives the $

Link at the bottom.

hxxp://www.digitimes.com/news/a20161031PD203.html

[kuss1] 01/12/2016 11:50

Dow havent moved on. The cant give up on the technologhy as it becomes mainstream. As for royalties, nano stopped announcing them on receipt after the first one. The second was in the trading update, the latest one will be in the AGM statement. Someone is buying Dows production and only 10% goes to nano.

Anyway, update in a few weeks...

[fil340] 01/12/2016 10:33

Why hasn't Dow moved on, oh great purveyour of wisdom. They've had ample opportunity.

[slipperysidewinder] 01/12/2016 07:57

dabr0

Another grateful customer who no doubt moved on after heeding my warnings.

[davr0s] 30/11/2016 21:55

Can't believe the ongoing debate here - just seems to be the same month after month, year after year - glad I moved on back in the spring - still no regrets on selling. Time must be running out for mgt to truly deliver the financial results. How many years has it been since the CEO claimed multiple imminent commercial deals were in the offing?

[howl01] 30/11/2016 20:21

New pdf of latest issue informationdisplay.org>issuepdf - not a bad read

[syd777] 30/11/2016 20:12

At least the CFQDs industry is going in the right direction.

[ih_169774] 30/11/2016 19:34

Did you even read the PR it states they have CFQD equal to to at or better than what is currently available. That means they have analyzed samples from other producers..like Nanoco!

Uniglobe Kisco, Inc. President Kenji Shimada commented, “It’s exciting to be partnering with Quantum Materials in this revolutionary display material technology. Our own rigorous testing has shown product specifications for their cadmium-free quantum dots to be at or beyond what is currently available in the market today, and their innovative high-volume production technology gives us confidence in the company’s ability to fulfill demand as the market for quantum dot-enabled films for displays grows.”

[ih_169774] 30/11/2016 19:30

That is an article written by QMC investor relations. Clay Chase.

[ih_169774] 30/11/2016 19:27

Why wouldn't you want to know about competing companies? More informed you are the better decisions you can make..no? Post Nanoco news on the QMC board anytime I'm open to gathering all the info I can

[mr.oz] 30/11/2016 19:24

Trev - who are 'we'?

[ih_169774] 30/11/2016 19:20

If you have been following the integration of quantum dots into the flat panel display industry - then you know that today's PR is a BIG DEAL and represents a MAJOR INFLECTION POINT for QMC as they look to enter this rapidly growing market space. Industry market forecasters have estimated that by 2020 we could see upwards of 18 million panels come off the assembly line with vastly improved color rendering capabilities driven by quantum dot technology. We have witnessed firsthand the dramatic difference of TV's with QD's vs. TV's without - and based on the significant quality and "viewer experience" gap between the two, we actually think the uptake of QD driven sets could be even more rapid than these estimates -especially when you consider that once consumers are aware of the availability of sets that incorporate quantum dots, they will bypass sets without (just as they did CRT sets when FPD tech came of age and opted for higher resolution sets like 1080 over 760 and now 4K is the standard over 1080) and non-QD sets will quickly go "the way of the dinosaur". OEM's are seeing this dynamic take place in real time with Samsung's quantum dot driven SUHD line and are moving quickly to develop QD driven sets of their own to stay in the game and maintain market share. With QMC's now openly stated ability to produce red and green cadmium free quantum dots with product specs that in the words of Uniglobe Kisco Inc's President are "at or beyond what is currently in the market today" (which would surely include Samsung's market leading SUHD panels), this announcement puts QMC on a very short list of quantum dot suppliers that are positioning to supply electronics OEM's looking to produce high performance LCD flat panel displays that incorporate cadmium-free quantum dot technology (many of the largest OEM's are now following Samsung's lead and are only looking to source cadmium-free solutions to stay in front of ROHS regulations prohibiting and/or highly restricting the use of cadmium in consumer electronics).



With samples of these high performance cadmium free quantum dots now being sent to display film manufacturers the obvious next step for QMC will be to work with one (or more) of these groups to incorporate their high performance spec materials into a quantum dot film product that OEM display makers will be able to purchase and drop into their screen "stack" to bump up the color gamut capability of their panels to a high percentage of the newly established Rec 2020 color standard (a recent industry report pegged the current SUHD models in the low to mid 70 percent range of Rec 2020 depending on the model number). Once this step is completed the revenue opportunity for QMC could be literally breathtaking when you consider that millions of panels will require millions of grams of these materials (what we don't know at the moment is what a gram of high performance QD's will sell for. We have seen several industry analyst estimates on this number in the $75 to $125/per gram range give or take depending on quantity and quality, but these figures are purely estimates and we will just have to wait and see where this number shakes out).



QMC has stated in both press releases and public filings that they currently have capacity in place at their San Marcos, TX headquarters to manufacture 2+ metric tons of these materials (1 metric ton is equal to 1,000,000 grams) on an annual basis and can expand that capacity quickly with a relatively low capex outlay, allowing them to grow quickly and cost effectively to supply an OEM partner with sufficient quantities of materials to match demand - which to date has been one of the limiting factors in the uptake of these materials. In today's release QMC Sri Peruvemba states that the Company plans to begin shipping commercial quantities of quantum dots in the first part of 2017 - therefore we see plenty of material milestone developments to look forward to in QMC's growth strategy in the new year.



For everyone already in QMC, today's news represents a major step forwards in the march towards the Company's stated goal of being a major supplier of these highly efficient, light bending materials that are now disrupting the flat panel display market - and hold the very real potential of disrupting a number of additional large markets in the near future including general lighting, PV solar cells and next generation batteries - and eventually even computers with the advent of quantum computing.



For those that have been watching from the sidelines - today's release could be a strong catalyst/invitation for participating in what could very well be the biggest "materials revolution" since the silicon chip.

To get a good sense of where QMC is heading from here, we recommend a recent interview of QMC CEO Sri Peruvemba, link here:

[syd777] 30/11/2016 19:18

SSW if your bald I'm sure there is hair elsewhere.

[slipperysidewinder] 30/11/2016 19:18

Explain libellous????

Tell ME to take me to court. But ask him to use his own money#!!!!

[slipperysidewinder] 30/11/2016 19:16

Im.bald syd.