Nanoco Share Discussion Threads

[kenirogas] 07/12/2016 23:55

Is That the full text, Baggy? Journalist or contributor? Thx

[bagpuss67] 07/12/2016 23:30

interesting post from something called dci forum from 1 Dec

"Nanoco had an exclusive deal will Dow Chemical for use of its Quantum Dots, but a merger with Dupont delayed ramping up the new Dow Quantum Dot plant in Korea to volume production, so the contract was changed to a non exclusive agreement, and additional deals were signed with filmcoating suppplier Wah Hong of Taiwan and German Merck, that supplies materials for 70% of the world's LCD production. Dow supplies Nanoco Quatum Dots to Samsung.........."

[bagpuss67] 07/12/2016 23:15

Goldman Sachs were at about 6% rns'd at the end of 2015, did anyone see them reduce via an rns?

[roadster750] 07/12/2016 22:48

bagpuss, shorter list edelman and was it killik and co missed off.I think gmt haveincreased by around a million

[fil340] 07/12/2016 22:15

And that accounting faux pas was Nanoco admitting they should defer license income and not show it all at once. They stuck their hand up, admitted the error, and ended up showing less revenue for FY2016 than they otherwise would have.

[bagpuss67] 07/12/2016 22:10

Is that an increase for GMT over the last disclosed holding on the Nano Website which was in October. Are we assuming that GMT don't need to RNS their holding because they net off the short for disclosure purposes? What would the rationale be for holding long and short positions. Presumably liquidity?

What happened to Goldman Sachs. I wondered if their holding was something to do with the short positions?

[fil340] 07/12/2016 22:06

What puzzles me is that the judgement of random funds is weighted more heavily - or so it seems to me - than the judgement of Dow and Merck. Nanoco's tech has been pored over by the world's best scienists. ME said they "do not need" further manufacturing licensees like Dow and Merck and that they are not looking for any (though they're interested in adding another film maker like Wah Hong to beef up their own manufacturing muscle). The market searches for proof the tech is good. It has been validated time and time again by the very best in the business.

[firminator1] 07/12/2016 22:01

Good post bumfish. At least lots of blue today but Nanoco need to deliver good news soon

[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.