Nanoco Share Discussion Threads

[kenirogas] 22/12/2016 08:26

The difference isn't that much of a surprise...there could be any number of short holding out there below the .5% reporting threshold. Good luck chasing Ms Watson😀

[bagpuss67] 22/12/2016 08:25

Interesting that GS has been involved in previous litigation regarding its short selling practices. IS one other possibility that GS has borrowed its holding from one of the IIs and then its self lent it on to shorters to sell? The litigation was I think around GS's failure to properly locate shares to lend on.

Still not sure what would account for the fact that declared shorts are much less than the Physical shares stock lending of GS

[bagpuss67] 22/12/2016 08:16

GS position is actually an increase in the amount of stock it has lent out. Its lent 14m shares. Im assuming thats the position rather than its holding has been lent to it. Anyway odd that it is 2% higher than the declared short positions to the FCA. When will the p+++ing around with this share end. Probably when some spivs have made a load pf money and private investors have been utterly shafted.

Has anyone asked Ms Watson what she thinks is going on?

[kenirogas] 22/12/2016 07:53

Howl: fair point, but I think the playing field has changed since then...

mr.oz: I guess we'll see tomorrow if that's what depressed the price yesterday. Relatively small volumes, though?...edit: and shorts still showing 4.14%, with GSA having reduced back by .01 on Monday...
Still leaves around 9m shorted shares to pick up if news is deemed good. Is it 6 trading days to CES now?

[mr.oz] 22/12/2016 07:17

Latest GS RNS, moved to physical holding of 6%
Does that mean shorters closed but GS now going to offload?
Thoughts welcome

[syd777] 22/12/2016 03:38

Then again this could be all be a fantasy I dreamt up.just like the fantasise I dreamt of after the non exclusive,when most bailed out and later Realised there would be others,did they see MERCK coming?

[syd777] 22/12/2016 03:30

Its time for DOW to cancel their license with Lg and Nanoco they have been playing the thorn in the CFQDs and tried to stop DOW supplying to Samsung and Chinese OEMs OLED will become a dying breed of the Kodak patent and their QLED side from Eastman Colour will be the winner.Bring on CES I expect 4-5 companies going CFQDs.Ask Goldman Sachs they cannot help the share price with the others go lower for the up coming EXIT.. the biggest RNS here is slippy knows and his gone ;)

[syd777] 22/12/2016 02:34

LG might try and get the better hand at CES but with what?no new tech other then folding OLED that still has no use as the ports for Gaming and other uses cannot be adapted .How would you connect a paper thin product into the sockets when the OEMs that maufacturers them cannot go as thin as them?The same old OLED and IPS quantum display will not fool the public anymore,they even tried to call them QDs in Australia last year with Samsung complaining.They have no choice but to follow, as their Phones are bankrupt and expect Samsung to win the biggest awards at CES17 with CFQDs again.Unless they have something up their sleeves with CFQDs.If not let them suffer as personally I have never brought anything with the name Lg attached to it as I knew it was the worst of the Korean companies and always brought Samsung or Japanese products.

[howl01] 22/12/2016 00:53

Kenirogas - refer to statements made 2015

[kenirogas] 22/12/2016 00:46

Howl...lg have stated QD TVs in 2017. IMO, this statement would have been the hardest part to swallow. I think they now have to follow up on that, but whether a CES release, or something a bit later is the big Q.

[chaba1] 21/12/2016 20:27

source😁 My spelling mistake
That's my bad

[howl01] 21/12/2016 20:27

The qled term is just a marketing differentiator for Samsung now - they bought the trademark - will be interesting to see how they have improved the black levels - hope it's not just the range (increased brightness). All positive for nanoco - increasing awareness of quantum dots with consumers - increasing HDR content creating demand - true ILED still years away - my money's still on Samsung taking Dow production - contrary to some recent speculation I don't think Dow are playing out some grand strategy, rather they have basically struggled with production. Hopefully now resolved. Can't see LG being seen to promote qds this year - the whole 'IPS Quantum Display' was designed to confuse the market - as I said consumers becoming more aware now of 'Quantum Dots'. TCL/CSOT to confirm supply deal with nanoco CES 2017 (IMO LOL)

[aimingupward2] 21/12/2016 20:08

"sauce", chaba !!

[fil340] 21/12/2016 20:04

Looks like Samsung are going to deploy their trademark "QLED" in relation to photoluminescent CFQD. So "true" electroluminescent QD displays are likely years away as ME indicated. Samsung's increased colour volume could be down to improved colour filters or Dow dots or both. Exciting times!

[andycapped] 21/12/2016 20:03

It's not the electroluminescent QLED tech which is in development but still some years away yet. it's still a film based quantum dot solution, but improved.

Question remains will they be using dots from Dow.

[chaba1] 21/12/2016 19:50

hxxp://english.etnews.com/20161220200002

This is original sauce. I don't think they can come up with Qled yet. Samsung has improved their colour volume. Chinese OEM need to catch up with this trend of market anyway.

[kenirogas] 21/12/2016 19:32

Thanks Andy...if true (and Qled means what we think), this could be upsetting for nano, esp. As ME has said Qled is 10 years away IIRC.
I do note, though, that they still say led and backlights for the foreseeable future, and the Chinese I'm sure want on the QD bandwagon.
Roll on CES!

[firminator1] 21/12/2016 17:14

Hi Marcusm. I don't understand it either other than accepting loads of stuff goes on between institutions loaning shares outs etc and shorts that we under privileged investors never get sight of. Bring on CES 3rd Jan

[marcusm1000] 21/12/2016 16:59

Anyone got a reason for this drop in SP?

Its very strange that last christmas we had a 8% short on this and it rose from 41 into the 60`s and now after all the other contracts gained were at 42??

I`ve been in this share for around 5 years now and seriously DOWN, i do see the light at the end of the tunnel, Always have, just seams that tunnel keeps bloody expanding.....

A RNS with a contract could be done with about now!!!!

Good Luck All who dwell here, CES should give us a boost by all accounts..

[howl01] 21/12/2016 15:55

Bagpuss - There's been quite a bit of activity I've noticed at Dow related to qds since June - external posts, secondments, production-based roles - something happening there now I'm sure.....

[whum] 21/12/2016 15:36

bagpuss is this it, appointed October 16

hxxps://www.linkedin.com/in/bok-hee-lee-34897250

[bagpuss67] 21/12/2016 13:25

Looks like from linkedin that Dow apointed a new business manager for quantim dots 3 months ago. Suggests they are still in the game. I found it interesting but not surprising I guess that the person in question was following Samsung given they used to work there.

Also someone else at Dow titles themselves production manager cadmium free quantum dots