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Share Name Share Symbol Market Type Share ISIN Share Description
Nanoco Group Plc LSE:NANO London Ordinary Share GB00B01JLR99 ORD 10P
  Price Change % Change Share Price Bid Price Offer Price High Price Low Price Open Price Shares Traded Last Trade
  -0.15 -0.74% 20.20 19.80 20.60 20.00 19.80 20.00 240,359 16:35:12
Industry Sector Turnover (m) Profit (m) EPS - Basic PE Ratio Market Cap (m)
Technology Hardware & Equipment 3.9 -6.0 -1.8 - 62

Nanoco Share Discussion Threads

Showing 24026 to 24049 of 24200 messages
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DateSubjectAuthorDiscuss
28/6/2021
21:56
I feel case may one day be successful, but it's clearly going to be years away and Samsung can afford to play the game and as Bones stated Nano can't. Non existent business burning cash..... Legal cost underwritten, but at what cost. Raising cash at what cost and how long will it last. Lets be honest always been a dog of a share and just can't see PI's getting a return that justifies what is simply a gamble......The Chinese never care about the law or patents, any penalty should be sufficient to deter future occurancies, but it never is...as the 100's of lawsuits testify....
hippo
28/6/2021
20:58
I prefer Nanoco’s lawyers Mintz’s legal opinions to those of BB drivelers. “Mintz’s tier one rankings for the 2021 edition include: Patent Law” hTTps://www.mintz.com/insights-center/news-press/mintz-achieves-top-tier-rankings-us-news-and-best-lawyers-2021-best-law
nigwit
28/6/2021
19:39
I see nivwit still living in Dreamland . The odds of winning the case aren't that good imo and even if they do Samsung will counter several times . In the meantime nano has no discernable income and is intact heavily loss making and eating through cash as I predicted . Just don't see many things going for this and the mkt cap likely way more than any settlement is likely to be again imo . Keep dreaming still looks like a 5p share to me
bones698
28/6/2021
19:39
New flash note from Edison which adds a little to the RNS. hTTps://www.edisongroup.com/publication/maximising-chances-of-positive-litigation-outcome/29665
nigwit
28/6/2021
17:34
If they achieve what they have never manged to do so far over many many years and deliver sustainable commercial cash flow
bagpuss67
28/6/2021
17:33
That's post 2023
bagpuss67
28/6/2021
17:32
... in your opinion. I've borrowed funds on normal banking terms both to fund short term cash and to pursue litigation in the past. I'm not saying that's what's happening with Nanoco but neither is there any reason to speculate that it isn't. Indeed we are now being told ... "production revenues will quickly see the Group move to break even and organic cash generation in the short to medium term." This makes the company bankable.
nigwit
28/6/2021
15:20
This debt will be secured and it won't be cheap
bagpuss67
28/6/2021
15:19
It's effectively the same as LOAM advancing the money either way the principle and interest is being repsid from the litigation or IP sale. It does say shareholders though I think...
bagpuss67
28/6/2021
14:54
See that's the type of post I object too. The shares are traded on SETS and the volume is small - that's why it's always volatile. There isn't any messing or other spookiness. It's all automatic. ---- Quite possible that the litigation funders are the lenders and have given an advance on the expected settlement. I may ask for clarity at the next public meeting.
nigwit
28/6/2021
13:38
Nigwit - I am long and strong....the odds are massively in my favour. I was merely pre-empting the delay would work in favour for the negative view, and the Casino would take advantage like it normally does! A lot of punters want to see their money work on a two year book....and in some cases that is max! I always wait as long as it takes.
barkboo
28/6/2021
13:29
Let's wait and see. It's what Edison have predicted for a while now. Have you seen this that Edison provided on 25 June? "ST, Belgian research institute IMEC and camera manufacturer SWIR Vision Systems recently gave papers on the use of quantum dots in CMOS image sensors at the Society for Information Display’s annual symposium. ST intends to provide engineering samples of its NIR (near infra-red) sensors in calendar H221 and its short-wave infra-red (SWIR) sensors in H222. This supports our proposed roadmap for Nanoco which culminates in volume production commencing in calendar H222." Source hTTps://www.edisongroup.com/company/nanoco-group/2344/
nigwit
28/6/2021
13:27
Yes - the Casino are taking advantage....they now have time to mess with the price.
barkboo
28/6/2021
11:55
Don't get me wrong. An unsecured convertible loan or prefs with a reasonable coupon would be nice. But if other equity providers don't want to step up....
bagpuss67
28/6/2021
11:53
This will be a secured high interst loan perhaps with a PIK coupon and secured. In other words if the litigation is successful LOAM and RG will take a big payout on a bullet repayment. If its not they will credit bid the IP and realise that. IMHO
bagpuss67
28/6/2021
09:01
I will be looking carefully at the loan terms but given that LOAM already have 24% and Richard Griffiths 14% I wouldn’t be surprised if they don’t want more shares, which would bring LOAM closer to having to bid for the whole company and reduce it’s flexibility. A convertible loan seems far more appropriate to these circumstances where Nanoco could settle with Samsung for a huge sum at any time and discharge the loan comfortably without dilution..
nigwit
28/6/2021
08:37
Yes - the market has hardly blinked, just a few small trades on or around the open.
barkboo
28/6/2021
08:33
Yes - it does sound like the correct move...but I thought the extended timescales would hurt the share price a little. These points make the good read: 1) "Nanoco" has now petitioned the judge. 2) "The IPRs will settle the majority of issues of patent validity and hence these matters will not have to be addressed in Court" 3) "By going to trial after the IPRs, Nanoco will be able to bring to Court those claims already confirmed as valid by the PTAB." 4) "With the passage of time, more infringing units of Samsung product will be sold, thereby increasing the baseline historical damages" That sounds confident - will 2023 put any investors off.....i never have a problem with time/investment, but there are many that do!
barkboo
28/6/2021
08:32
Bagpuss yes of course we do not know the fine print of the extra funding but in macro terms £3 mill is not the end of the world PROVIDED we win in court. Like many other LTH’s I find it extremely frustrating for all who came on board many years ago based on the clear potential of being the only cadmium free dot patented provider with Europe banning cadmium dots and the then massive commercial potential. However that’s investing for you and we are where we are 😂
millwallfan
28/6/2021
08:18
Just saying the faith in the business itself has run out for equity. This isn't a normal loan that can be serviced. Interest will roll up and there will be no amortisation. It's just a way to get closer to the assets if it all goes pear shaped.
bagpuss67
28/6/2021
08:07
On the other hand it’s a generally bullish statement and it must be encouraging that the lenders think only £3 million more will be needed before they start getting it back.
nigwit
28/6/2021
08:00
I cant fault the litigation strategy but it is telling that they have reached the end of the road with equity. And that over all the many many millions of pounds of funding and all the hype the prospect of this company commercialising a product remains elusive...
bagpuss67
28/6/2021
07:46
My reading of the RNS is that it makes perfect sense by removing the critical issue of patent infringement (or not) from the courtroom - leaving it to the ‘experts’;. Assuming infringement is confirmed it would logically follow to have been ‘wilful’ and the Judge then only has to consider the detailed evidence of the volumes involved to give valuation to his award and hopefully the full ‘triple’ multiplier. Yes this means 2023 in all likelihood but we are fully funded and other deals in the pipeline so personally i would rather take this course than leave the complex technical issue of infringement or not to a Judge and Jury. Also as PTAB progresses and it becomes clearer it will be in our favour there remains the chance of Samsung settling out of court. Still somewhat a ‘s..t or bust’scenario but with our legal costs fully underwritten after what will have been extensive due diligence I remain hopeful our investment will ultimately prove beneficial. Just my thoughts.
millwallfan
28/6/2021
07:10
Typically the way. Once the equity has had enough they can force secured debt on the company which in due cours allows them to credit bid and take the IP. But to be fair one could argue that the IP had already been squandered by Edelman.
bagpuss67
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