Nanoco Share Discussion Threads

[bottomfisher] 07/12/2016 21:53

Anybody notice Samsung’s full page ad in today’s FT which just shows a picture of a TV screen and the caption “Quantum Dot: the origin of the Next TV. This is TV”.

Given the disastrous performance of Nanoco’s share price could this be read as a potential “piece of good news” for Nanoco?

Meanwhile, with all the focus on the Universities Superannuation Fund running down its stake, investors seem to have ignored the appearance of a new US investor on the Nanoco share register. According to the latest update (Dec 6th) on Nanoco’s website GMT Capital has a 3.91% stake which is slightly larger than L&G’s 3.3% stake.

According to GMT Capital’s website, it was founded in 1990 to serve as the manager for a variety of funds which all focus on long-term value. The network of funds is managed by Thomas E. Claugus, who worked at Rohm and Haas Company for 17 years, including as the manager of the polymers division’s European operations. Claugus holds an MBA from Harvard Business School.

[andycapped] 07/12/2016 20:04

There has been little in the way of good news since the announcement of the Merck partnership. Coupled with the accounting faux pas, plus increasing uncertainty on when Dow are going to cough up some decent royalties, small wonder the share gets tossed about with.

[syd777] 07/12/2016 19:57

From the horses mouth.. LG Display,the main producer of OLED TVs, is expanding its cooperation with QD material manufacturers Nanoco..

[onething] 07/12/2016 19:54

I'd say the shirting situation in Nani is certainly not to be dismissed. Especially as we are a main list company trading at all time lows.There are plenty of companies out there that professional money is not shorting in any size, you just have to consider that they feel it is a reasonable call here.

[mr.oz] 07/12/2016 19:53

One part of Eastern Europe I've not had the pleasure of working /visiting Syd. Nice one

[howl01] 07/12/2016 19:37

OT - Is the current (declared) short position for Nano still considered sizable at <4%? I'm not sure what an average is but for a company such as Nano at this stage of development is this not on the low side? Will be surprised if as you say those positions are not now being wound up. May throw some doubt on IP value in that case? Expecting mid 40s by AGM and may then bail if no solid information going forward.

[syd777] 07/12/2016 19:36

Nice to see my Local University coming up with new Tech using QDs..

[mr.oz] 07/12/2016 19:22

Kuss, you are sounding like mopacho at times

[onething] 07/12/2016 18:51

There is no need to be rude. I think I explained quite reasonably what my objectives are.I'm not actually a trader Kuss. That doesn't preclude the odd trade along the way. My general MO at the moment is not to buy growth stocks pre-profit or pre-demonstrable revenue. You can't really argue with it as it is just what I have decided to suit myself. I'm prepared to miss the huge profits available to those that get in at the very bottom. But also miss the promising stars of the future that hardly get out of the starting blocks. As you said yourself, Nano is not a risk free play. The other thing I am very wary of these days is lingering short positions of some size. Nano still suffers from that. They may be being unwound along with institutional buying right now, but short they still are. If Nano is going to succeed it will succeed admirably. Hence my continued interest.

[firminator1] 07/12/2016 18:44

Do AGMs get minuted and released do people no ? Would love to be there but can't

[kuss1] 07/12/2016 18:34

A move to 34p would be a sign of a failing company. Nano is not a failure. If you cant see that you need theraphy.

[john henry] 07/12/2016 18:27

Why would the share price move down to 34p when you have buyers all over this at 38-39p today. Look at the number of large O trade buys.

[john henry] 07/12/2016 18:24

Onething, you obviously recognise what's going on in the background at the moment. There as been an institutional seller probably from the mid 50s-60p driving the stock down.Recently a couple of institutions start to buy quite aggressively. The last few days have seen a marked change in L2 dynamics. Pressure is now pushing towards the upside as the overhang is removed and the institutions continue to purchase.

[kuss1] 07/12/2016 18:20

Onething,you're a trader, I'm not. I will see this industry grow and hang on for dear life.

Selling because of slip or a fund restucturing is an irrelevance.

[john henry] 07/12/2016 18:16

IMHO The industry will eventually go down the path of using only CFQD. which would make Samsung's purchase of QD vision pretty pointless.

[onething] 07/12/2016 18:08

I have already said I will buy at around 100, maybe less, on the back of sustainable revenue news as in that situation I expect there to be plenty of upside. I have already made profit from 42 to mid 60s on the last run up. It's my own choice to decide not to sweat that region again. There is no guarantee I won't be tempted a trade here and there on the way to my longer term buy target. Right now everyone is trying to call the bottom. As I said earlier a couple of pence off the all time low is no evidence of a reversal. Personally I don't want to be holding shares worth 34p that I bought on a hunch at 38p.

[kuss1] 07/12/2016 17:44

Onething

Volume doesn't reflext success or failure. Its what it is, but churn is generally a good thing.

Just as value is not always a direct relation to earnings.

The price paid for QD vision is hugely significant. The industry is speaking.

Have you managed to make a decision to buy or sell yet? Not sure what you're waiting for,but I suspect like others on this board you want certainty of a huge return with no risk.

You won't get that.

[onething] 07/12/2016 17:24

Kuss, the increase in daily volume over the last 8 to 10 trading sessions has coincided with a more than 20% share price drop. What is healthy about that?As for an industry that is surging ahead and bankrupt competitors selling their IP for quadzillions, is it also healthy that Nanoco has its lowest ever share price this week?

[john henry] 07/12/2016 16:47

Poor auction

[kuss1] 07/12/2016 16:44

Healthy upturn in volume. Get the churn from the seller out of the way. GMT buying 8 million, L&G buying more. USS selling as they re-structure pension provision.

Share price never been this low and the industry accelerating at some pace.

I think some people think the 130 staff at Manchester are doing nothing. They are transforming the science. The relation between dedication and results will show through.

Just remember what the industry was willing to pay for Qd vision...

[onething] 07/12/2016 15:46

I would caution against calling the bounce to soon. There is a bit of euphoria creeping in I feel. Give it time. If there is still a seller, and the volume to sell was supposedly large, any rise will be capped for a while.

[syd777] 07/12/2016 15:44

MR OZ he has bitten the dust,boring upward trend for you now up until CES 17.

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

I follow SSW closely ;-)