Nanoco Share Discussion Threads

[slipperysidewinder] 02/12/2016 15:12

This is finished.

20p at close.

15p next week or less???

[slipperysidewinder] 02/12/2016 15:11

Still a long time until close.

Could fall through 38p floor.

My guess 36.p close.

[slipperysidewinder] 02/12/2016 15:10

Go back 3 or 4 weeks ago when told you another big chunk was about to be jettisoned.

You laughed. Well your not laughing now.

Just waiting for ME to be moved on after Xmas and I will have a full house ad they say in bingo.

[mr.oz] 02/12/2016 15:10

Desperately hoping SSW is wrong on most things but on MEs great timing for dumping his stock ; we can't argue with it

It's whether we have faith or not
I've wavered Lord. I'm cast out but hoping for some small sign of redemption around the coming of the AGM

[j777j] 02/12/2016 15:06

Buy the fea

[slipperysidewinder] 02/12/2016 15:06

Big dump of stock just gone through.

Is this the beginning of the end? The vinegar strokes begore the death rattle.

Could be.

[firminator1] 02/12/2016 15:02

thats over 3m shares dropped and burned - exciting times with Nanoco for sure not always in a positive way.

[firminator1] 02/12/2016 15:00

what a wonderful RNS - jeez

[bagpuss67] 02/12/2016 14:56

Worrying the institutional sales. I've thought for a while they may be reducing ahead of a fund raising maybe in the mid 30's

[syd777] 02/12/2016 14:55

Slip bargain hunters will be coming in shortly.

[kuss1] 02/12/2016 14:54

slip, Samsung has just gone on an expensive 70 million purchase to bolster their proprietary IP, do you have the same concern for Samsung?

As for the share price, it's the same as it was 12 months ago. More or less the same as it was before the Dow deal in 2013.

USS seem to be reducing. Institutions buy and sell like PI's do and for a number of reasons.

You don't issue contracts with penalties attached when you're dealing with Dow and Merck. It's enough for Dow to have spent 50 million on Nano's tech. Perhaps as you say they made a big mistake. Who knows but they bought the latest tech from Nano just a few months ago so they are obviously still interested.

[slipperysidewinder] 02/12/2016 14:44

Sub 40 beckons. Again!

[slipperysidewinder] 02/12/2016 14:43

I am afraid that whatever way you loik at this, the only logical conclusion one can make with the facts to hand is that Nanoco is and never was, what many thought.

The company has failed to deliver time after time. Contracts are documents with no penalties attached to partners that fail to place orders so in reality they are almost worthless. Just EM's keeping their options open.

The fact that Nanoco has had to go on a expensive shopping expedituon in order to bolster their propriertary IP should worry every shareholder.

This is what happens when you have a CEO that lacks relevant business expertise ramping the share price to get a placing underway, in order to keep the whole charade bobbing along.

This from s man that dumped a shed loaf of stock at a price far highet than where you are today, to finance his new life in the US, whilst the rest of Nanoco's employees are left bereft of quality leadership.

[syd777] 02/12/2016 14:36

Well we know who the big seller was now USS, nothing too much toworry about.

[kuss1] 02/12/2016 13:20

The problem with lighting was that it is driven by fine aesthetic judgement. Given it's a very difficult market to penetrate I think Nano were right to leave it alone for the time being and focus on horticulture where there are proven economic reasons for using qdots. Crop yield and energy savings can be persuasive. So I see more possibility for contracts in this market in the short term.

[fil340] 02/12/2016 12:44

Off the top of my head grow lighting with CFQD film estimated to be a large market. Electroluminescent qd r&d was Osram's only interest, and Nanoco sees this as being years away. Nanoco are moving in that direction (Kodak patent purchase and many statements about long-term focus). Once CFQD film is selling, r&d budget will shift towards electroluminescent qd, and in this time expect discoveries/new patents...

[syd777] 02/12/2016 12:27

Is Nanocos lighting division dead?.

[brucie5] 02/12/2016 12:11

In fairness, I think inference is a perfectly good element of an investing decision, particularly if you wish to get in early. But it's not without risk. Current share price is near the historic lows, so that risk looks to be largely discounted, short of a blow out/emergency cash call.

[syd777] 02/12/2016 11:56

LG is almost certain to take up production from DOW and with Samsung releasing 14 more lines early next year can Hansol cope with the supply.WH can't fail in the Far East as demand for CFQDs is hitting boiling point out there.The AGM and CES17 should give the PIs and the markets a real indication where the share price will be come January 8th.

[brucie5] 02/12/2016 11:51

kuss1 - are you indeed Mapocho? Would be good to know, and I mean no disrespect. Or first cousins, perhaps?

[kuss1] 02/12/2016 11:45

But those deals - Dow, Merck and Wah Hong do count for something. The upfront payments might not have been huge, but all 3 are investing in Nano's tech in machinery, people time etc.. The financial world might not care about this but in the real world it does suggest that Nano have something of value.

Dow continue to advertise Trevista Quantum dots. I can' see them giving up on the technology despite what slip says. It's going to form a major part of the display industry for many years.

There is no way the big TV makers are going to let Samsung run away with the whole industry. They could be 2 years behind as Samsung say's but that two years is pretty much now given it's 2 years since Samsung's first Qdot TV was launched.

Anyway, we'll get an update in a few weeks. And we'll see what models with cadmium free Qdots are shown at CES.

[brucie5] 02/12/2016 11:20

Lauders, atm everything is inference and few trust the management. Until they can show a TV with 'QDs made in Runcorn/DOW' then we're really in the dark. All the deals in the world c/o MERCK/WH do not yet quite change this situation, though it may be overly cynical to think so. The market has a memory of disappointment, and SSW can feed on it until it is clearly and concretely shown to be false.

[lauders] 02/12/2016 11:14

I see NANO are declining again. I really hope that they actually deliver one day as so far they are a major disappointment. I should have just sold the lot at 70+ earlier this year and taken the hit. Putting the funds into FXPO, AAL, GLEN, BOO, and quite a few others would have been much more beneficial. NANO really need to produce some amazing news and create one of those spikes people are dreaming about here at the moment. Bring it on NANO or is Slippery actually correct in what he says (on filter so have no idea but I know he has been more right than wrong per the share-price reaction lately!) Back to hibernating until that news/spike comes along and hopefully an opportunity to exit depending on the news and reaction of course!

[whum] 02/12/2016 10:37

the loss to July this year was £12.6M giving a negative eps of 4.36p.
so assuming at some future date we turn that loss into a profit of
£12.6M that would equate at today's share price to a 10:1 p/e ratio
.