Nanoco Share Discussion Threads

[syd777] 20/12/2016 20:13

The nervous fart said not one order with QMC has been recived,I'm sure Stifel know what they are talking about.

[andycapped] 20/12/2016 20:12

Not of course forgetting that other 'minnow' they signed up with, Merck.

[ih_169538] 20/12/2016 20:01

Was there a nervous fart from them as they said that.I'm sure thats why a real world class film manufacturers Nitto Denko chose to use theit dots instead of Nanos.Hardly broke with 10 million LOC..there's a reason DOW hasn't had any traction in 3 years and why Nano had to saddle up with the minnow Wah Hung to get a film made IMO.Ask yourself why major film manufacturers haven't made film with Nano yet that meets there quality and specs.I'll bet ND has a superior film selling into the market at a better price point that meets their clients specs and that those clients won't use Nano film made by Wah Hung.We will see who's right in 2017

[syd777] 20/12/2016 19:34

Crunch as ME and Stifel have replied to my question on QMC they are as good as bankrupt going ahead with their process that will probably not Qualify for HDR Like QD vision.

[syd777] 20/12/2016 19:16

Onething good assessment from the charts,the risk V reward seems to have a neutral point as no news flow for the share price coming out hasn't helped since 1st August.CES 17 will be a breaking point either way with short institutions piling in betting against Samsung,TCL,HiSence,LG... Using CFQDs.There is a NDA with companies before the CES realise they are for the first time betting on a losing streak.I will reiterate the AGM statement CES, the consumer electronics show in Las Vegas, where we will showcase televisions using our CFQD® Fine Color film.Any sign up with a biotech company soon could see the situation change further ,with $1 million for 1Kg rather then $100.000 per Kg for Display.

[andycapped] 20/12/2016 18:53

It's a shorters plaything until we see good selling products with Nanoco dots in them and the revenue associated with it. I'm thinking Spring or early Summer.

In the meantime, if you have the spare capital, and you have faith in the predictions, the lows are a good opportunity to top up.

[onething] 20/12/2016 18:40

Chartwise, the rise into and following the AGM from a lower low appears to be turning around on a falling volume to create a new lower high. Lower lows and lower highs are not encouraging. On the face of it there just wasn't enough there to create a breakout. If volume continues to stay low probably as a result of the falling price and no news imminent (certainly before new year) I think the 52 week low of 35p might get tested again prior to CES. It's a downward trending range. Could we bounce again from there and breakout on CES news, or create another lower low (new 52 week low) to continue the downward trending range? CES has held big hopes for investors in previous years. Another disappointment would really hurt this time around. Let's hope the expectation is fulfilled at last. A bit downbeat? Yes. We still lack reported revenues and this leads to continued concerns over new funding. I am simply looking at the chart here and not factoring in the excellent info and insight into the developing QDOT market that many posters here have provided.

[shroder] 20/12/2016 17:03

Crest average SOL for:

Dec:

GB00B01JLR99
NANOCO ORD10P
21059320.86
232701089.54
9.04%

Nov:

GB00B01JLR99
NANOCO ORD10P
21169135.8
233558654.19
9.06%

Fairly static but a lot higher than the - above 0.05% - threshold as report by Short tracker or FCA web site.

[shroder] 20/12/2016 16:57

I'll give them a bell tomorrow and ask, also keep tabs on SOL to monitor any increase around this time.

[andycapped] 20/12/2016 16:55

At least we know why the share price dropped.

[shroder] 20/12/2016 16:54

It looks like they are loaning out their holding which may explain the difference in voting rights, i.e they lose entitlement to vote.

Are they loaning the stock out whilst increasing their own holding at the same time, this may explain how both GS and Hendersons increased while the share price fell?

[mr.oz] 20/12/2016 16:32

Did we agree wtf GS were up to?
Are we thinking this is held for Short (loan) Covering?

[andycapped] 20/12/2016 15:30

OLED has some big advantages for small form factor gadgets like mobiles and tablets where it's thin section and ability to be curved easily makes it a winner for packaging.

For larger screens I think QD LCD has the benefit. I don't think the average consumer is going to quibble much about totally solid blacks, which seem to be the only real trump card of OLED over QDLCD. The fact that the displays are at least a third cheaper, with better colour and brightness will make a difference though.

[fil340] 20/12/2016 15:01

CFQD is not competing against OLED (the price difference is the first clue). CFQD is competing against LCD, and beats IPS for colour & brightness (see: SUHD success). 2017: 2m OLED, 15-20m+ CFQD leaving ~180m LCD. OLED cannot replace LCD whereas CFQD can.

[syd777] 20/12/2016 14:47

Eyes on CES 2017

Outside of standard portable and TV screens, the OLED world contains more dreams than guaranteed use cases at this point. LG’s grip on the WOLED standard will likely remain unchallenged in the near future, but that doesn't mean other companies are resting on their laurels. Samsung, for example, has its own OLED products and the LED-related "quantum dot" standard (which is popping up in consumer-targeted products, since quantum dot panels are said to be cheaper and more efficient to produce). Will this trend have a spillover effect? Companies may avoid or ignore the bendy-panel possibilities of OLED if they’re not already manufacturing and fine-tuning more mainstream OLED products.

[bagpuss67] 20/12/2016 14:04

With others focussing on improved IPS doesn't leave many big names potentially going down the CFQD route does it?

[whum] 20/12/2016 12:51

sony going led would explain their break with Samsung as a supplier

[fil340] 20/12/2016 12:48

Yes, Sony + others. LG selling a chunk of their 2m OLED panel output for 2017 to other OEM's.

[bagpuss67] 20/12/2016 12:42

Looks like Sony joining LG in the OLED camp

[spike_1] 20/12/2016 12:09

Onething: 'Just passing on my recent experience in good faith. You can patronise me if you like. You don't know who I met, but I do'.

Well done Onething - good for you!

Best wishes - Mike

[mip55] 20/12/2016 11:45

Shroder:Try thesehttp://www.newswire.ca/news-releases/samsung-canada-launches-first-ever-quantum-dot-curved-gaming-monitor-607471316.htmlhttp://www.stuff.tv/features/what-were-most-excited-see-ces-2017?_ga=1.211010129.538977224.1482233740

[andycapped] 20/12/2016 10:12

Think someone has sold off a chunk this morning going by the drop in price versus volume and buys to sells ratio.

[firminator1] 20/12/2016 07:27

Reality is for Henderson and others Nanoco is a negligible percentage of theie holdings but equally they will only invest after decent amount of due diligence

[ih_169538] 20/12/2016 03:28

"You couldn't make it up if you tried".....
If your name was Syd you could ! 😁