Nanoco Share Discussion Threads

[mr.oz] 07/12/2016 15:41

I follow SSW closely ;-)

[fil340] 07/12/2016 15:30

Don't forget Kuss :)

[enteleon] 07/12/2016 15:08

Would like to thank all of: Alamaison, Fil340, Ntbb, J777J and John Henry for helpful and encouraging comments and technical insights. Really do appreciate the wisdom !

[scrutable] 07/12/2016 14:21

fil340

Brilliant rational, plausible, actually convincing analysis . Thank you.

[fil340] 07/12/2016 14:04

Dow has never been interested in anyone but Samsung and LG. If the dots were not going to sell in Korea then we'd have heard about it long ago, and Dow would have begun looking to supply Chinese/Japanese manufacturers instead. They have plant they've invested in and there is a market, as Samsung have proven. No harm in making money off Samsung/LG competitors if they have refused to take supply. In my (speculative) opinion Samsung have bitten, but have asked Dow - and Nanoco - for absolute secrecy. So I won't be surprised if Nanoco AGM reveals little. Big news for us, a mere IP supplier at the end of the day, will be about the same time Samsung has collected their CES 2017 awards, early Jan.

[ntbb] 07/12/2016 13:21

I think seller cleared should see pass 40p today

[ntbb] 07/12/2016 13:09

L2 looking very nice, I may just put all the money into this now

[kuss1] 07/12/2016 12:45

Yes, I agree J777J, seller and the jitters. But the market will push this up again as I've said before. Everyone piles back in and then gets chicken when it starts to fall and the rumours are circulated by the sharks.

I only buy or sell on facts not rumours. So lets see what's said at the AGM and see if we have a cad free TV based on Nano's tech in 2017.

Science takes an age is the only problem. We all thought there would be a transformation in 2014, but it didn't happen. Yet the industry is not standing still. Far from it.

I just see Qdots becoming absolutely dominant in display across all price points. Eventually it will replace Oled.

There seems to be some momentum now for Oled other than from LG. I think some of the OEM's have no option because they don't have Qdot tech sufficiently developed. Also, there are rumours of LG introducing printing technigues which will increase yeild and bring down cost. But I still think Samsung have got it right as they develop their Qdot tech.

In the end though, the market only values cash. Takeovers don't happen that often. Until there is evidence of the rapid rise in revenue that ME has promised the share will be volatile.

But that's why I like to look at the industry. It's accelerating. Basically 10 times quicker than Oled. The LED phosphor side of the competition comes a poor second to Qdots.

Anyway, see what Nano can do on the science and the marketing.

Still a relatively high risk play mind you...

[j777j] 07/12/2016 12:20

Overhangs always clear.Sellers always get shafted then the stock has a strong rally.Buy low sell high.

[ntbb] 07/12/2016 11:32

Only few months ago directors bought shares at much higher price so obviously they have confidence

[john henry] 07/12/2016 11:30

Would appear the institutional seller is dumping stock through the offer.

[onething] 07/12/2016 11:19

I was referring to the overall volume compared to previous days, which was quite a bit lower than is less than one hour later.

[john henry] 07/12/2016 11:12

Onething the selling is being done via the offer

[j777j] 07/12/2016 10:59

They just need to announce they have received an unsolicited bid approach or a meaningful deal and that would set the cat amongst the short positions (pigeons.)

All the hard work has been done and they are within 12 to 18 months of significant revenues.
That is when a co is most vulnerable .

Share price and prospects are the furthest apart to date.


Ho ho ho

[ntbb] 07/12/2016 10:57

Display industry going into quantum dot

[ntbb] 07/12/2016 10:54

Added 15k at 37.50 not much but remember every computers, machine etc needs great display, nano has it, with Dow, Merck, and wah somthing, this will turn good

[onething] 07/12/2016 10:40

The selling volume seems to have run out of steam. I expect to see a reversal beginning anytime between now and the end of the week.

[syd777] 07/12/2016 09:23

John Henry yes 17 will be the year for real revenue,it's time to go back up now,I can't see it falling further.

[john henry] 07/12/2016 09:20

Appears to be forming a base ( double bottom) from a 50% fall since August.Have traded these a few times added yesterday. Average 37.12pExcellent future in huge markets. However has always failed to deliver. 2017 could well be the year Nano begins to rock and roll.

[alamaison] 07/12/2016 08:40

Count Size Price
1 3301 36.75
Ask Prices Price Size Count
37 1186 1
Time Market Maker Size Price
08:35:00 3301 36.75
07:50:00 WINS LO 10000 36.5
07:52:00 CNKS LO 7500 36
07:50:00 CFEP LO 10000 36
L2:
07:50:00 PEEL LO 1200 35.75
07:50:00 PEEL LO 10000 35.5
08:27:00 NUMS LO 10000 35.25
08:27:00 NUMS LO 7500 35.25
07:50:00 SCAP LO 7500 35.25
08:28:00 NUMS LO 7500 35
Price Size Market Maker Time
37 1186 08:38:00
38.5 7500 SCAP LO 08:28:00
38.75 10000 PEEL LO 08:27:00
38.75 7500 SCAP LO 07:50:00
38.75 7500 PEEL LO 08:27:00
39 10000 PEEL LO 07:50:00
39.5 7500 CNKS LO 07:52:00
39.5 10000 CFEP LO 07:50:00
39.5 10000 WINS LO 07:50:00

[alamaison] 07/12/2016 08:12

Bought NANO, just on technical...

[firminator1] 07/12/2016 07:08

Syd as long as you give ME hell at AGM will let you off. Nanoco have a lot to answer and it's not an unreasonable request to be given time lines on revenue if they cannot give any the company is not viable

[syd777] 06/12/2016 22:54

MR OZ is there any protection against paranoid delusional posters here!