Nanoco Share Discussion Threads

[bagpuss67] 12/12/2016 07:43

Interesting I raised the question of goldman Sachs the other day..and low and behold they pop up and correct the mistake..

[firminator1] 12/12/2016 07:39

Yep Goldman Sachs RNS 7.7m share loan yet again showing I know little about all of this stuff. Any ideas ?

[j777j] 12/12/2016 07:26

Interesting that of of the key players of the illuminati see fit to be involved with little Nanoco.

[mr.oz] 12/12/2016 07:21

GS, holding notice.
Is the anything to do with loaning out for Short positions? In which case it has reduced
They're not on NANO website as having a position recently

[ih_169538] 10/12/2016 17:01

Easy on the racial profiling it makes you look plain ignorant.I see you now have pushed QMCS demise out another year ? And all because of QLED ?? You don't need to have QLED patents to supply quantum dots ..duh..much like your Apple patent comments you don't have a clue.QLED will be for high end displays and costly to start with qd film having a good 5-10 year run from here.I talked to then brains at CES last year and these were there thoughts.Now ..back to making your prognostications ,none of which have come true.

[enteleon] 10/12/2016 16:37

Whum- totally agree ! I think one name for this activity is "spread betting"- says it all.

What I find repugnant is that some CFDs have voting rights. That should be stopped! We have no idea whether Henderson's CFDs are long or short. I presume it is a short hedge against their extensive long position.

As per my previous blogs, I feel encouraged as a long player with a frightening number of shares: Cad-Free trend now looks solid; Merck playing serious catch-up; AGM should be a positive; "triple witching" nearly over; from mid-December, the Santa Clause rally normally takes off.

With Dow, PC catches the mood with his lovely expression; I would amplify and say:
What the fux do any of us know ? !!

[whum] 10/12/2016 15:08

ent re post 7843, I posted the link because I am of the opinion that
no one should be able to trade shares they do not own. It would
rid the market of the preposterous share price movements we have seen with
the likes of nano. I view it as gambling not investing.

[firminator1] 10/12/2016 15:07

Thanks enteleon. Mr oz you could be a little more creative on the lse board as Mr ozzy!! Got to love nanoco it's an obsession ! Be incredible buying a tv knowing it's dots were in there

[enteleon] 10/12/2016 13:28

Thanks Mr Oz for directing good folk to the substance of the Display Daily article.

I apologise for blowing off about the Dow project, but my essential point in my previous blogs is that Merck has seen the light and Merck's Robert Miller is talking of very specific production plans as a matter of URGENCY !

Of course, we should not be hearing about this from an industry journal; Nano should have published an RNS. But, my guess is that Edelman wants to make this a big announcement at the AGM, hopefully to be followed by a series of RNS updates which should support the share price Hence my comment that this declaration from Merck's Miller gives me courage to buy on the dips and gives me faith for the next 12-18 months, whatever happens with Dow.

If dear old Dow does provide a bonus, then things could get very exciting indeed, but I am not counting those chickens just yet !

[enteleon] 10/12/2016 13:04

Firminator- Whum kindly posted the snippet from "The Daily Telegraph" about Contracts for Difference (CFD). Investors Chronicle also had a piece.

I don't pretend to understand these exotic financial instruments, but basically you put down a small amount of money to bet on a share going up (long) or down (short). They can be very dangerous in that you can lose a serious multiple of your bet. In normal share buying, you buy the share and if the Company goes bust, you lose the money you put down, but no more. CFDs are "leveraged", so you could lose a big multiple of your original stake if things go the wrong way to your bet (up or down).

The UK's Financial Conduct Authority (FCA) have done research and found that 82% of CFD betters lose money. They have proposed restrictions to limit the leverage to 50 times the amount traded . Gawd struth !!!

From Whum's article, the German authorities also take a dim view of CFDs.

I think the message is stay well away ! Just don't know what this means for Henderson Global, sorry !

[kuss1] 10/12/2016 12:10

Yes, Mr.OZ thanks...

So Merck factory completed by 3rd Quarter 2017. That's very quick for a major project build. Suggests they have concrete orders to me to be met out of Runcorn initially.

So Nano will have two large industrial plants from Dow and Merck by Sept next year with Runcorn producing 500kgs and Wah hong with their new manufacturing lines...

Looking good. Some positives at the AGM and hopefully some cad free products at CES. LG and a few of the Chinese would be enough for me..

[woody33] 10/12/2016 12:07

Did anyone spot this at the bottom of the link from Mr.Oz

*This has since been clarified - Samsung just bought the ip for QD displays and QLEDs, not the company. (BR)

Sorry if previously posted.

Woody

[roadster750] 10/12/2016 11:15

Coming upto six years now,

roadster750 - 30 Jan 2013 - 15:26:54 - 2942 of 4445 PURE WAFER $$$$$ PURE GOLD (sic) - PUR
guys have a look at nano, i got in a couple of years ago and looks like my patience is being rewarded, still a long long way to go imho

[mr.oz] 10/12/2016 08:32

By the way
The link posted about QMC before entelon is more recent and was the more aggressive Merck news if you missed it

'Then, the decision will be made where and how to establish QD production and what the time schedule looks like (January-February)'

[firminator1] 10/12/2016 08:31

That article all about CFD. Loads of great stuff on this board but has anyone got conclusions on that Henderson RNS ? Confused myself

[whum] 10/12/2016 08:22

ref short positions in nano and indeed other enterprises,
interesting snippet in todays telegraph sse below

[syd777] 10/12/2016 02:33

QMC although is acquiring a faster process and are up beat with their newfound Indian DR CEO ,as of date they have nothing with QLED and look doomed to fail by 2019.

[syd777] 10/12/2016 02:15

Lauders I feel the same a few 1000% baggers were out there in the commodities market from JAN 20th 2016,A wider portfolio would of helped but somtimes its best to catch the biggest fish in the sea with Patence then catch Five small ones good luck and I'm sure your Patence will reap rewards 17,18,19.

[lauders] 10/12/2016 02:07

kuss1 - Good post I think! ;-)

Hope you manage your 100% and more. I am still not convinced about the NANO story. I am sure I will miss out on a payout by not investing more at these levels but in the short term I think there are faster ways of making some money in the market. If only I had used the funds tied up in NANO over the last few years in commodities at the start of 2016 for example. Hindsight is wonderful I know!

[syd777] 10/12/2016 02:02

Kuss1/......I agree with with most of what you have said and a very good post thanks, but with LG I see it not as 50/50 more like 99.99%/00.01% they have no other choice the WCG the industry is seeking as of now.

[kuss1] 10/12/2016 01:54

Problem for samsung is that although they're ahead with Qdot composition using indium phosphor, their synthesis process is dated. At the moment it's not such a big issue, but going forward it becomes more relevant.

Even on the composition front, Indium phosphor Qdots are only second best. Samsung think 10 years ahead and they will be addressing this weakness.

A Samsung/Nano tie up is on the cards at a research level for sure on 2d tech. Manchester uni leads the world on this. It's very difficult for a company to do all things and at the end of the day Samsung are a business not a university.

The Merck news is not surprising. They dismissed Qdots out of hand a year ago, but now they have changed their tune. They see the inevitable and are quite desperate now to catch up. I think you will find they will be quite prepared to pay many millions to get their factory up to production levels in very quick time. Another 40 million factory to add to Dow's in the blink of an industrial eye.

LG bought all of Dow's production well in advance. The contract was agreed two years ago. It's a difficult call though with LG. Their Qdot TV 2015 wasn't ready, wasn't saleable. They got a whiff of Samsung's progress and reacted. All very messy and very unprofessional if you ask me. But they are still very much involved with Qdots. It's 50/50 whether they will release a Qdot model at CES. But whatever happens they will have to do so at some point.

Merck have a novel approach to Qdot display. Seems to me that they are testing out the Korean market but their main push is in China. Qdot TV's coming out thick and fast from the big Chinese OEM's next year.

Funny how no-one believes ME when he said they don't need funding. Seems he has zero cred with investors. But I believe him when he says Nano is ready for rapid revenue growth.

As to the share price, bought a large chunk at 38.5. 100% return on that in quick time is my bet. What depressed the price was the USS sale. Quite a large amount. It was well known in advance which dried up volume. But it was nothing to do with Nano. It's USS implementing major changes to pension provision and that had a knock on with their investment portfolio.

Those selling at the lows will be buying back. But that's an irrelevance for the long-term investor. Wait till Nano has 3 years of profit growth. Then every fund in the city and beyond will want a bite. It will then conform to the standard risk profile of many funds. Bit like Buffett buying into Apple last year. You might ask why he didn't do it when it was starting out...

[syd777] 10/12/2016 01:44

Lauders I have the best confidence that LG will take up DOWs supply and If Nanosys is not ready with its so called CFQDs factory in the states then Samsung again have no choice but to take up DOW as a second supplier,As of now they are cheaper and the DUPONT merger had been completed.3.5 years of waiting from DOW is looking like it's coming to the end,with Samsung bringing 14 more new lines and they are selling their monitors in the UK as of now,I see little chance that Hansol will meet that demand it will also require Merck to fulfil that too ;)..

[lauders] 10/12/2016 01:34

Thanks for the clarification syd777! Too many posts to read these days so tend to skim through and hence miss some points. Nothing will really interest me here until we get decent, positive, concrete news from NANO about income, sales, progress on partnerships, new partnerships etc.... The rest is all speculation and noise I am afraid and it takes a lot of time to read it all. Hence I only post from time-to-time and hope that my currently heavily underwater position will rise to the surface and see the light of day in the not too distant future. Perhaps 2017 will really turn out to be NANO's year but we have been saying that for years!

[syd777] 10/12/2016 01:24

Lauders I did post that Blog yesterday and enteleton did mention Robert Miller before Sinbad posted the link,the most worrying fact to the link is the mention of the Chinese firms only taking a dip in the sea unlike Merck.To me it seems that a lot of politics is being played out by Samsung and the Chinese to hope Nanoco fails so they can pay the remaining share holders something like QD vision.LG has no choice but to take up the second generation QDs from DOW and it looks like game set and match with Nanoco after the Kodak QLED buy,which has put them in the league with Nanosys and Samsung WHO were failing with the QLED tech as QD vision was not infringed by Nanosys and MIT with that side of the tech.WH needs to be fired or Nanoco needs a second Flim distributors to stop the bribes from China.

[lauders] 10/12/2016 00:24

Not sure anyone spotted this or posted it yet but if not there has been a new blog addition:



The passion and innovative spirit of these events has us even more motivated and excited to be a part of continued display innovation being driven by quantum dot technology. We look forward to implementing Nanoco’s heavy metal-free CFQD® quantum dots as part of the next generation of display.

Nothing earth-shattering, but at least some progress on the PR front I suppose. Just unsure why it is so difficult for NANO to add news or pieces of interest on their website such as that highlighted here by Sinbad?