Nanoco Share Discussion Threads

[jfacwc] 05/12/2016 08:29

have you got a bad cold?

[slipperysidewinder] 05/12/2016 08:26

What is more worrying for longs is that in his recent podcast he made absolutely no mention of product sales next year. He just indicated that sales of affordable TV's incorporating Nanoco technology would be painfully slow, and that next year his company will focus on "supporting " his licencees.

Worrying times ahead.

[slipperysidewinder] 05/12/2016 08:21

Nothing

Thst is why I told you to short st the dime of the accountancy discrepency. Any fool could see it coming.

[bagpuss67] 05/12/2016 08:12

What is going to stop this falling between now and the AGM.

[jfacwc] 05/12/2016 07:46

wow! there actually was a short reduction last thurdsday.hardly major.... But at least it proves no-one knows where the share price is going. Here's hoping for a better week.

[firminator1] 04/12/2016 08:08

Also I am more sure syd and slippy same person playing this board. Syd the over optimist who follows on from slippy pessimist who just so happens to have a deliberately distinctive spelling amd grammar problem. Nice try fella.

[firminator1] 03/12/2016 21:53

Kuss1 good post. Nothing wrong with buying and selling as long as it is timed well as minimises the risk. If you have shares in a company you are factually an investor. Whether I am a good one or not will be determined by what Nanoco do because as it stands I am closer to be down on the deal if goes sub 41p. Not out of the question that like most new industry's M & A starts happening so a takeover of Nanoco not out of the question, that as well as faith in merck and dow due diligence keeps my interest levels high

[kuss1] 03/12/2016 21:38

Institutional profile with Nano been the same for years. Some selling on the margin, bit of trading, some redemptions, but essentially the same. USS selling because of a pension shake up in my view.

ME said no funding needed. I suppose it's a question of whether you believe him. Seems most posters don't but I don't think he's a deliberate liar, though he does get things wrong. But so do we all, and the business and the industry is constantly changing so that's an issue for everyone.

If Nano's dots can do 90% of rec 2020 that's a fantastic achievement. Best TV on the market today can only do 76%. The thing is with science is that it's a dynamic and so hard to predict.

I'd be concerned if Nano was a billion pound company but it isn't. It's just 100 million, which in world terms for a high-tech company on a tech revolution is peanuts. The Chinese were willing to pay that for QD vision which has gone bust.

Nano the same price as 2012 way before Dow or the revolution in Qdot display.

Seems most posters on here want security in a risky industry. That's why people like slip appear. But for me, Qdots are a reality and they aren't going away. The number of research centres focussing on this tech is doubling every 6 months. Samsung for me have used a dated tech to get where they are. They are now looking to take qdots to the next stage, and that will still be early for their development.

But unfortunately, most on here calling themselves investors will have bought and sold many times probably on a weekly basis. In fact I sense more than 60% of posters don't even hold a position anymore as they can't stand the uncertainty.

I think Dow, Merck and Wah Hong are deadly serious about Qdots. It's not some sort of game depicted by slip.

But anyway, see what happens at the AGM, CES and the industry as it gains traction.

[jfacwc] 03/12/2016 21:15

maybe the big investors have moved & fancy other (oil) options rather than tech shares.could explain things..The Trump effect.

[onething] 03/12/2016 19:33

In the absence of there being any noticeable volume of tellys out there using our dots, one very big question mark is whether the public will vote with their wallets. Many believe they will. But until it is flying off the shelves it is a very unproven offering.Possibly for a similar reason Tesla shares are going nowhere ahead of the touted 'success' of their ground breaking new affordable electric car.

[jfacwc] 03/12/2016 19:16

firm, keni, others..I wouldn't filter ssw... a filtered post somehow appears more important than it is.. we can all easily ride through his boring stuff.

[firminator1] 03/12/2016 18:26

on a positive market cap is actually north of £100m at £100.65m. Thanks for heads up Kenirogas - some decent advice from which i can validate myself looking at the charts - the sort of advice based on some evidence based hypothesis rather than made up short positions or wildly dream like optimism of nanoco being in bed with apple. #sticktoreality.

[enteleon] 03/12/2016 17:59

As kuss/mapocho has been saying for some time now, the display industry is clearly waking up to Cadmium-Free. Thus Nano's share price appears oddly low.

Yes, we are burdened by the Dow non-disclosure and the University Superannuation Scheme selling came as a surprise.

Are Nano investors disturbed by the emergence of Quantum Materials Corp. as a major Cad-Free competitor to Nano ? Similarly,Hansol/Samsung gearing up to be self-sufficient in the medium to long-term for their very ambitious production schedules ? LG advertising their OLED like crazy.

My fundamental question is whether the knowledgeable posters on this board feel that there is a real structural/delivery problem with Nano/Dow, or that Nano's share price is just victim to news vacuum and macro uncertainty.

The share price seems to be repeating exactly the pattern we saw as we headed towards the 2015 December 10th AGM, yet since then we have added the partnerships with Wah-Hong and Merck and now have a very favourable $ to £ gradient.

Would very much appreciate some wisdom here. Thanks.

[slipperysidewinder] 03/12/2016 17:32

Calm down chaba

It is really not my fault. You pay your money. You take your choice.

Don't blame me. Just sell and move on. I am goung nowhere.

[slipperysidewinder] 03/12/2016 17:31

Chaba

It is Nanoco that needs an unstitutiin or two. They are leaving in their droves.

[chaba1] 03/12/2016 17:12

SLIP, go away I hate you. I feel you are evil and you should go to hell. Seriously, Do you have mental problems? I can advice you the best place for you is "mental institution". You really need help or give me your address then I will send you to hell by myself.

[aimingupward2] 03/12/2016 16:32

I filtered slippy out a while ago, so have no real idea what he is saying. His obsessive posting is just sad though and, irrespective of whether he turns out to be right or wrong in the long run, I can't think that anything he writes is worth reading.

I'd recommend that everyone filters him out and doesn't respond then we just might get a board free of him in due course.

[kuss1] 03/12/2016 15:17

Slip, when I said there's only cad free I meant it in a general sense going forward. Cad free out-sells cadmium 20-1 at the moment. It will be 100-1 by this time next year.

Cadmium Qdots have zero future that's a certainty irrespective of what happens to Nano..

As to what I voted you really don't have a clue ....

What company's do you invest in. A serious question. I would be interested to hear what sort of portfolio you have?

[slipperysidewinder] 03/12/2016 15:05

The bit that states there is only cad free. I said over 3 years ago that potential new regs would take donkeys years to enforce. Too many jobs snd too much money at stske. Not to mention back handers.

You obviously have no idea of how lame the EU is at implementing legislation without allowing it to be fudged into a meaningless nonsense.

You obviously voted remain.

[kuss1] 03/12/2016 14:46

Slip, which bit was rubbish?

And on Dow, I thought it was interesting the contract was renegotiated before Nano announced their new tech. That new spec attracted Wah Hong and Merck. And Dow then had to pay to get it. Nice one Nano ..

And that GMT purchase can around the same time and they havent sold a bean.

USS sale the result of pension reshuffles as I posted evidence on before ..

[kuss1] 03/12/2016 14:21

The share price pretty much the same as it was in 2012 well before the Dow deal and years away from commercialisation.

But the Chinese were willing to pay more than 100 million for Qd vision which was bankrupt. So that's an insight into value as Ive said before.

That recentt 8 million share purchase from GMT interesting.

Nano pprmoting heavily in China. Wah Hong also at that recent conference.

Commercialisation might be slow but it's getting nearer.

All the production infrastructure in place. Ready for rapid revenue growth.

There can only be cad free tech and Hansol isnt selling to anyone other than Samsung.