Nanoco Share Discussion Threads

[john henry] 08/12/2016 16:37

Another 540k cleared.

[whum] 08/12/2016 16:36

syd wash your mouth out, you know it is forbidden to mention
the words revenue and nanoco in the same paragraph.

[onething] 08/12/2016 16:33

Kuss, I take it you have firmly ruled out the possibility that Nano will resume its range of 40 to 50 that constrained it from January to July this year? The signs are that it could do just that while we wait for the glacier that is Nano News to inch a few millimetres towards us. I will defer to your smugness if the share price now rockets back up to 60p unhindered, but some of those headless chickens you refer to may have spotted the trading range possibility.

[syd777] 08/12/2016 16:27

Back to near the 50s before the AGM and who knows where after that,especially if the markets get indication of the magic word Revenue.

[john henry] 08/12/2016 16:24

2.7M @ 39p

[denis2605] 08/12/2016 16:23

@firminator (7743)

Can't see L2 but 2.7m shares @37p equates to £1m.

I'm guessing now that seller overhang has cleared, some downward pressure on the price has gone.

[enteleon] 08/12/2016 16:21

Kuss1/Mapocho, Fil340, Howl01, J777J- many thanks for helpful comments.

J777J- the markets are not always dead right. A week ago, I bought into Horizon (HZD), a small, tightly-held UK biotech at a bargain price of £1.13p. Today, they are over £1.40 ! The point is that anomalous low valuations do happen. I have been buying Nano at 37-38p as if the share price is anomalous. In the olden days, they used to say that the market looked forward nine months; now, the window is much, much more short-term. Time will tell !

Kuss1/Mapocho- some advice please. QLED is clearly the future. With Samsung's rapacious speed at developing new technologies, surely, we will see QLED within 2 years ? Furthermore- crucial question- how well equipped are Nano to position themselves for this QLED future ? Do we have the necessary IP ?

One further slightly speculative comment: when Merck announced their partnership with Nano, they uttered it in the same breath as their reactive windows project. An irrational, upbeat part of me thinks that Merck, being very smart, have a eye to not only a QDot display future, but other applications which tune in well with their LCD pedigree. Just a crazy thought !

[kuss1] 08/12/2016 16:20

Told you the market would take this back up and those selling on rumour now buying back. Chicken and headless or something along those lines ...

[firminator1] 08/12/2016 16:19

Hi john Henry please can you explain the overhang comment as totally confused seeing huge sale at 4pm c £1m yet share price flies

[whum] 08/12/2016 16:19

it would be interesting to know the uss buy price, and
how long they have held them. if pre 2009 they still would
be on a tidy profit

[john henry] 08/12/2016 16:07

2.7M just cleared.

[j777j] 08/12/2016 16:04

Look the volume overhang cleared finally?

[kuss1] 08/12/2016 15:48

Yes How101, But that cost relates to alot of additional hardware and software. The Qdot film was around $30 per set. But it also brings savings on other phosphors and hardware. Its probably even cheaper now..,

[howl01] 08/12/2016 15:13

Kuss - Samsung's basic cost of producing QD enabled 55" LCD set was reported (2015) as $584 against standard set of $380. Hardly cost neutral. That gap will undoubtedly reduce as production methods develop and volumes increase - let's just hope Dow are now up to speed after 3 years - positive news still elusive. Signs are that LG have greatly reduced production costs for OLED - Sony's 2017 sets expected to start at <£2k.

[kuss1] 08/12/2016 14:19

Yes, fil340,

And recall Qdot film is cost neutral to install and you can do it without expensive plant changes. It's quite awesome what Samsung have done to the competitive landscape. Their new Qdot TV's will tighten the screw even further come January. It might even signal the end of Oled at the upper-end large display sector. Then Samsung will introduce Qdots in the mid bracket £500-£800.

What's holding the rest of the industry back is not Qdots technology but the other stuff that's necessary for a production ready TV. There's also the battle between HDR and Dolby Vision HDR and various other standards.

But the big OEM's will inevitably switch to Qdot tech and will quickly catch up.

Merck was firmly Oled. They've had a change of tune. They don't lead, they respond to the market.

The technological path for Qdots is clear all the way to Qled in another 5 years or so. And when that comes it will be the new display standard for decades and will be used across every display device, not just TV's.

[j777j] 08/12/2016 14:08

Looks like overhang might have cleared.Opportunity to buy into a potentially extraordinary growth story at near all time lows for the company share price.Stockmarkets are not irrational,it's the participants.

[fil340] 08/12/2016 13:57

The OLED vs CFQD battle will always get headlines. OLED is better in dark rooms, CFQD is better in regularly-lit rooms, etc etc. But LG - the only manufacturer of the TV-size large panels in the world - admits their OLED sets are targeting the top 2% of consumers only. OLED is a "halo" tech supposed to give brands a nice bit of polish. In 2017 OLED production is to double to 2m panels, lots of which will be sold to other OEM's to give their brands that lovely "halo" effect as well. But 2m sets is peanuts. The worldwide market is >200m TV sets. Samsung want somewhere upwards of 15m CFQD sets for 2017, and more the year after. So, OLED occupies the super-premium category, and is a "halo" product. CFQD on the other hand is a differentiator to allow victory in the LCD price war. It stomps other LCD's by providing HDR and WCG. So CFQD is the commercial street fighter, facing off against regular LCD, not OLED. From the perspective of an investor in Nanoco OLED is interesting, but no more than that, as it can never reach a price to beat LCD. Only CFQD can beat regular old LCD.

[luxaeterna1] 08/12/2016 10:13

Nice un-biased technical review of the latest QDOT TV from Samsung

hxxp://www.techradar.com/news/television/samsung-suhd-quantum-dot-vs-lg-oled-vs-sony-master-backlight-drive-1329826

Bit of humour "Quantum Dot technology is the future of TV… at least according to Samsung. We know this because it shills the point at every opportunity, but what makes QD so interesting?"

Current generation QD: "Spend five minutes spent with any Samsung TV boffin and they'll also tell you quite emphatically that inorganic Quantum Dots are not prone to aged related degradation. A Quantum Dot screen bought today, should be just as bright a decade hence. That's not something OLED vendors are prepared to claim."

Future generations: "Samsung hopes to solve this with QLED, a next generation screen technology which looks likely to jettison that LED backlight in favour of an organic light source, or involve some sort of shift to directly energised electroluminescent Quantum Dots. QLED TVs (however they end up being made) could theoretically be 30 per cent brighter than OLED, but have comparable black levels. But we'll probably have to wait till 2018 or so before we get a proper first look."

[fil340] 08/12/2016 09:39

Production of commercial scale batches may not have commenced yet. Hansol-powered SUHD TV's only began appearing in the market >6 months post-CES 2016. I really hope ME is brave enough to drop a big clue about Samsung's plans at the AGM but given his newly-aquired tight-lipped approach I feel he's under confidentiality and so will be trying very hard not to displease them. At the same time he has an obligation to us poor shareholders so he'd better throw us a bone. Early Jan - CES - is when the covers come off and we can see exactly what is going on. IMO all signs point to Dow involement in 2017 Samsung lineup. We shall see!

[onething] 08/12/2016 09:26

I expect that is the only way we will know. No specific customers will be mentioned. However, will we have to wait another quarter or two for these royalties to be reported in arrears?

[andycapped] 08/12/2016 09:22

A report of a nice fat royalty cheque from Dow would say near enough the same thing to the market as an announcement of supply to a particular OEM, whilst neatly side stepping the perils of breaking any confidentiality agreements.

[margincall1] 08/12/2016 07:46

Have a look at BNN technologies RNS I have held this for a long time and have been hoping for something similar with Nanoco..... wishful.Get BNN bought first thing.IMHO

[fil340] 08/12/2016 07:46

All those years ago Dow was knocked back in favour of Hansol and the reason given was exclusively price. Not optical quality. Since then quality has gone up, and manufacturing price has gone down. Dow has maintained their plant in Cheonan, and have quietly upgraded it. Why? To service a local customer who has obviously made some kind of indication to them that it would not be an utter waste of time and money. Here we are on the cusp of CES 2017, knowing full well that Samsung have ambitions to hugely expand their range of CFQD TV's. We know LG want to compete in the CFQD range as well, to bring in some much needed profit to help set off their OLED losses. I understand fear and uncertainty, sure, but looking at the facts in a hard and detatched manner it is screamingly obvious what is going on. The industry is chugging along, preparing, planning, and organising a massive burst of growth. Dow will be part of it, and we'll get the news in the last days of 2016 or at CES 2017. Until then, expect radio silence from Dow and Nanoco.

[john henry] 08/12/2016 07:42

Imho Dow will be dual supplying the majority of the Asian display makers with CFQD.

[bagpuss67] 08/12/2016 07:23

It's not the full text. The rest talks about the kodak patent acquisition. Google it I'm sure you will easily find it. Could of course be rubbish. Dual source is a pretty standard feature of large scale product delivery though.