Nanoco Share Discussion Threads

[slipperysidewinder] 28/12/2016 14:24

In your dreams syd.

[syd777] 28/12/2016 14:16

Slip you do have a point Samsung will phase out CFEF as its about to bring out QLED as some thought it was years away,the Nanoco purchase of Kodak QLED patents was a bold move by ME.Samsung has now said..“The quantum dot-based light emitting diode (QLED) TV that we will unveil at CES 2017 next month features the best possible picture quality,” said an official from Samsung Electronics on Sunday. “We expect more electronics makers would manufacture quantum dot TVs after the trade show and we will share our technology and know-how with them,” he added.They will most probably share their tech with Nanoco.

[slipperysidewinder] 28/12/2016 12:36

Just received email from reliable source stating major multi-institutional short attack on the way on the back of the firm belief Samsung are phasing out qd-film. I must say it explains an awful lot.

Whether Nanoco display a branded tv or not at CES is now largely irrelevant. ME's complacency toward delivery has finally come home to roost. Expect more share sales from him. But the next sale will have no explanation. Unfortunately, it will be self explanatory.

[jfacwc] 28/12/2016 10:37

trades looking pretty RED today. Is everyone leaving? Or just building up short positions.. which seems the most popular sport at the moment.

[kuss1] 27/12/2016 21:17

I like the term headless chicken, describes those who buy one day to sell the next. No idea why they ever bought in the first place. As for those with their head in the sand, why do you bother at all.
Tbe market can do what it wants. A tiny tech co on the cusp of a revolution is what I see..
ME is an irrelevance.

[kenirogas] 27/12/2016 21:10

With you there, Andy. Samsung release was clear that, even for them LCD/QD was the play for "the foreseeable future".

[andycapped] 27/12/2016 20:29

Dow, Merck and Wah Hong aren't spending money on manufacturing lines just for kicks.

I totally understand for long term investors how frustrating things must be, especially in recent months, but if you've been in it for all this time, you might as well stay in for it a bit longer and reap some benefit.

Samsung won't be the only game in town with Quantum dot displays.

[onething] 27/12/2016 20:26

Attempting to shut down discussion by calling people headless chickens is very lame. There are clearly issues here. Maybe the counterpart to a headless chicken is another well known bird that buries its head in the sand.

[slipperysidewinder] 27/12/2016 20:12

I think you guys are still ignoring the elephant in the room. No tellys are going to roll of any production line anytime soon.

Your CEO has AGAIN offloaded stock when he could have took out a short term loan at circa 2.5%. He chose not to take a short-term loan and wait for commercislisation therby protecting investors ( of which he is classed as one ) from negative sentiment.

You can only draw one conclusion.

[andycapped] 27/12/2016 19:52

I understood one of the issues was heat. Quantum dots don't like being warmed up too much. That was one of the factors in Nanoco seeking to distance themselves from Osram.

[fil340] 27/12/2016 19:27

After 4 years of patient waiting I'm through with "calm". Can someone tell me what happened to Osram's quantum color tech? How about a cogent reason why Samsung would not look to make packaged LED's with a QD layer? Osram thought their LED units would bring the cost down to $55 per set (QD cost being a part of that). The idea that Samsung are "years away" is nonsense - they sprung CFQD on the world without anyone being aware they were even working on it. Osram's tech was due now, and suddenly Samsung are about to use QLED trademark. All strikes me as more than a coincidence. If I'm right and we're about to see packaged LED's from Samsung then this devalues the TV market for Nanoco until a much later date (quantum filters).

[kuss1] 27/12/2016 18:23

You're over-complicating things. The industry is growing at a truly outstanding rate for a new science. Only two camps can produce cad free; the Nano,Dow Merck alliance and Hansol.

Seems 90% on here have sold, the rest are headless chickens. Fodder for the market.

[chaba1] 27/12/2016 18:21

All nanoco TVs are branded on CES. Positive please

[chaba1] 27/12/2016 17:39

It will be CES 2017 soon why do you panic ? Wah hong bring second line for 12 months if wah hong cannot sell why they bring second line also ME sold shares every year. If I were him I will not get loans when I need money I will sell my shares same as him because I don't like to have debts. CTO has not sold any shares. Also, Merck will build factory soon. I care Chinese OEM more than Korean anyway because they took lots of market shares now. ME said he does not sit and depend on DOW then ME tries to sell his products from Runcorn.

[chaba1] 27/12/2016 17:22

Fil340, calm down :) I think this TV as the same as other SUHD TV but brighter. Use same QD structure for BLU on HDR enabled LCD TV.

[andycapped] 27/12/2016 17:17

Wasn't it Messers Slippy that was predicting a share price of 20 pence or thereabouts by this time?

I've been holding this share about nine months now, and am more optimistic now than at any point previous, despite the share price seriously being hammered since its peak in the Summer.

Speculating what will or won't be at CES is a bit pointless really- we'll know soon enough as it's just around the bend.

[fil340] 27/12/2016 16:07

Andy, I was pumped for CES on the basis of there being a contract signed up between Wah Hong/Nanoco & a Chinese OEM. Perhaps I'm reading too much into ME's share sale? Maybe a contract is actually imminent? In which case: is ME rational, does he even know he can get a loan against the value of his stock? Whichever way I turn I see bad judgement and no concern for shareholders and I am pretty damn bitter about it. To think Slippy was right about ME and even the tech companies sticks in my throat. As for Merck and Dow, they'll be making green dots at some point, and lots of them. But this won't be enough to keep Nanoco's value up short term. No contract means an inevitable call to cash shortly after CES.

[andycapped] 27/12/2016 15:57

Everyone keeps talking about Samsung, but really it's worth watching the Chinese OEM's, because they're going for QD LCD sets big time, and they'll slash the price to take a chunk out of the Korean OEM's market.

Wasn't that long ago most of us would have scoffed at the idea of a Korean set as opposed to a Japanese built set. If consumers can get a well specced set for half the price, the brands will find their loyal customers slipping away.

[fil340] 27/12/2016 15:44

Oh, and let's not forget that Goldman Sachs, advisor to Samsung, increased their short.

[fil340] 27/12/2016 15:39

Unworkable commercially? Maybe, maybe not. But Osram's quantum color product (packaged LED using CFQD) was due this month no less, (though that news is old and I can find nothing about their present state of market readiness). Look at the crumb trail: Samsung's patent (patents? there may be more); news they have new and even better CFQD products for CES; new trademark QLED to be deployed; Osram proved tech projected late 2016 readiness; Hansol haven't expanded capacity yet Samsung on track for selling more CFQD TV's than ever; Dow not tapped; and, dare I add it, ME sold 10% of his holding. Wah Hong and Nanoco should, and I really mean MUST, make a fist of things with CFQD-film, yet ME has indicated no imminent contract with his share sale (a pathetic capitulation, and if there is no contract tied up before CES then frankly the man is not fit to be CEO).

[chaba1] 27/12/2016 15:22

hxxps://www.cnet.com/uk/news/ces-2017-expected-tv-trends/

Waiting for CES 2017

[onething] 27/12/2016 15:16

With a patent only granted in September Samsung's tech may be years from production or even unworkable commercially.

[andycapped] 27/12/2016 15:09

If film tech is becoming obsolete, would Merck have signed on the dotted line. Would Dow have extended their 'pay to play' to incorporate the latest techniques from Nanoco. Would Wah Hong be rapidly expanding their production facilities?

[mr.oz] 27/12/2016 13:48

Comments mapocho?