Nanoco Share Discussion Threads

[brucie5] 09/12/2016 11:54

From Sinbad's linked article, this line seems to have escaped comment by anyone here:

"With Merck/Nanoco not yet in production, Dow Chemical/Nanoco still not in production 3½ years post-agreement..."

Really?!

[syd777] 09/12/2016 11:50

Roadster the patent sales look be at bargain prices,I think you have a very good point about the terms of Kodak buy from Nanoco,it could be spread over the year.I think PC got afraid that he might miss the boat ;)

[perfect choice] 09/12/2016 11:44

enteleon, I'm just really busy at work these days so little time to contribute to discussions. So you'll see less from me these days not frim a view on Nano but simply little time to contribute. Not able to attend AGM this year due to work commitments.

I had planned to wait until the after the AGM to decide to buy back into Nano after selling our my 2nd tranche at 50.25p, but decided earlier this morning to dip my toe back into Nano. Now they II seller overhang has gone and that Sinbad article on Merck serious intentions has tipped the balance in favour of holding again for me, be it a volume I regard as easily tradable if I see fit.

Still have concerns on the ramp up of revenues relative to the need for a final stage of fund raising and actually evidence of supply of course. But hoping some serious things could happen from the OEMs at CES2017 in January which could finally show Nano is there.

Back to work now!

[jfacwc] 09/12/2016 11:44

some really interesting and positive (if thoughtful) stuff on this bb. Makes it nice to 'check in' now and again. Long may it continue.Onething, you seem to be coming under some stick. Totally look forward to your posts (have done for a few years..) so hope they continue unaffected.

[ntbb] 09/12/2016 11:29

Sinbad thanks, fantastic news I just need more cash to build up decent size

[roadster750] 09/12/2016 11:01

Kodak patents article from two years ago

[firminator1] 09/12/2016 10:44

Best article from sinbad

[mr.oz] 09/12/2016 10:33

Good post
Good to hear from all views, as long as not subjected to misinformation or agenda

[roadster750] 09/12/2016 10:04

All this guff about a cash call is based on the hypothesis that the purchase of Kodak patents has severely depleted the kitty yet nobody knows the terms of the aquisition so ask yourself why would anyone want to peddle such guff

[fil340] 09/12/2016 08:44

Great article Sinbad, many thanks. In light of this news one has to ask "what's the urgency, why are you moving so fast." My guess is that Dow's output has been wrapped up contractually and that Samsung might have made some kind of indication they wanted more supply. Merck don't build plant in go-fast mode unless they know they will be receiving orders. No question left of "if" only "when". Anyone betting against ME's assurance no cash is required may be very sorry indeed come CES Jan 2017.

[bagpuss67] 09/12/2016 08:24

Really positive.

[j777j] 09/12/2016 08:03

Much easier for Merck to just buy Nanoco,but will others stand idly by?

[mr.oz] 09/12/2016 08:01

Thanks sinbad.
Two pieces positive about Merck's aggressive intentions.
Cash call still a possibility but, might not be a large one as it seems there appears to be a huge chance of NANO making it to fruition

[firminator1] 09/12/2016 07:33

Thanks enteleon, appreciate your knosledge. Another crazy day in store for nanoco probably !!

[sinbad74] 09/12/2016 07:18

Interesting bit on merck They seem to be in a hurry Playing catch up

[syd777] 09/12/2016 04:18

Well we have all sorts perpetrating this BB,As an investor in previous tech companies,I must say Nanoco beats most with the + and - outputs.I did post earlier in the year that I will be Patence and will wait until 2018-19 to reap the rewards without a quick fix as this is the way with most startup technology firms.Nanoco has the potential to grow Big time in a short period,so I would hang on for if I was a short trader to see what comes up with LG and Samsung and WH,and with Merck early January.There is very little chance of a Cash call as some will fail in that belief and will miss the boat very soon.I will see the real believers at the AGM next week ;)

[kuss1] 08/12/2016 23:30

Night terrors,

You just criticise, that's all.

[onething] 08/12/2016 23:05

How long is a piece of string chaba?! It depends on what type of revenue, how much, how little. From memory they haven't yet put a figure on the sampling revenues to date, just relied on vague descriptive words from which it is impossible to derive value.

[chaba1] 08/12/2016 22:58

If nanoco comes up with the word of revenue, what is your target price ? I need some opinions?

[enteleon] 08/12/2016 22:50

Well posted, ih. Really interested to see the QD landscape. Thank you.

Encouraged to hear Merck's Robert Miller talking of schedules. This is important and is a solid vote for Nano.

Mr Oz- please don't disappear. You've done a great job playing headmaster. More than that, I think now is EXACTLY the wrong moment to lose interest in Nanoco. We've all taken massive blows on the SP; Nano has driven us bonkers, but I think Nano's moment will come.

PC- you've been quiet. Your comments have always been appreciated. Please don't feel any less worthy because you're currently not invested. I have admired your EXTREMELY good calls on your ins and outs recently. Textbook ! Your insights are valued !

Firminator- a stock over-hang is a bunch of shares that need to be sold, but haven't found buyers yet. Often happens when a cash-call is made or at the end of a rights-issue when, in both cases, the Company has created new shares which have to find buyers. Can happen if a big II is selling and sentiment is wobbly.

Still baffled by the recent price action. Perhaps more will be revealed shortly. It's certainly a funny old game and not for the faint-hearted !

[mr.oz] 08/12/2016 22:47

Ken. If they don't make it in the next few quarters, I don't think they will. Major reinvention and BOD needed if that transpires. Imo

[kenirogas] 08/12/2016 22:24

Mr Oz. Ditto. I'm lightly invested in KOD as a next potential multi, but the majority of my holding is here at present, Kod being a 4-6 month speculative mining possibility.
It may seem a contrary position, but I feel both onething and kuss have very valid points...nano WILL work in the long run, but there may be better shorter term options to play, depending on AGM/CES news.
ATB.

[howl01] 08/12/2016 22:00

My thoughts exactly Bagpuss

[mr.oz] 08/12/2016 21:40

They need to move from jam tomorrow, nothing but R&D to execution
It's their chance now and if Revenue is not forthcoming I'll look for another potential 10 bagger. In the meantime, I'll trade on potential.