Nanoco Share Discussion Threads

[syd777] 28/12/2016 19:13

Nanoco has already been finding corporate partners interested in using the company’s QLED nanotechnology. In early August, media reports indicated that German chemical giant Merck Group

[fil340] 28/12/2016 19:12

Folks, you don't even seem to be aware of the threat I now feel is lurking around the corner. And to think I was hoping for some intelligent commentary on the science to explain why I was wrong!

The game is pure white light and packaged LED's with QD layers can achieve this using far less QD material than QD sheets. This is actually old news and for reasons I can't grasp Nanoco were helping Osram.

"Compared with quantum dot sheet solutions, which are based on semiconductor particles measuring only a few nanometers, costs can be halved. “I can give you an example of how much customers can save”, said Peter Lenz, Product Marketing LED at Osram Opto Semiconductors. “For a 55-inch Ultra HD TV with 100 percent DCI coverage the complete cost of the light source can be as low as 55 euros based on our Quantum Colors technology. The cost of just the quantum dot sheets in existing solutions is twice as high.”

hxxp://www.osram-os.com/osram_os/en/press/press-releases/led-for-automotive,-consumer,-industry/2015/new-osram-conversion-technology-for-backlighting-leds/index.jsp

[onething] 28/12/2016 19:05

In my mind there is so much uncertainty around Nanoco at the moment that it is more of a gamble than a wise investment. And for those that think it is in fact a dead cert no brainer, are you sure that you really possess concrete knowledge that has evaded the rest of the investing world?A rare thing indeed. And I f so, I hope that knowledge was not gleaned from only this board, and that it has come directly from a very reliable source. Or are you prepared to take bigger risks than others?

[slipperysidewinder] 28/12/2016 19:04

You are deluded syd.

[syd777] 28/12/2016 18:52

Slip seems to think it's the end of Qdots for reasons beyond comprehension.QLED is the next stage for the development of QDs and if it overtakes OLED then the demand for raw QDs can only get better.Merck had its homework done and will not fail with the Nanoco tie up with DOW supplying Samsung for cheaper QD-LCD TVs to fight the Chinese market who are taking a bigger share with TCL,HiSence going CF its all looking very positive for Nanoco.Fil is on a boat dream.

[enteleon] 28/12/2016 18:45

Fil-very intelligent reasoning, thank you. But, as you intimate, and Nigel Pickett,CTO of Nanoco also suggests, Hansol are supply limited. Will Samsung license their QLED IP to other OEMs ? That's a major shift in strategy, isn't it ? Or, will Samsung take advantage of the potential manufacturing footprints of Dow/Merck/Nano/Wah Hong in all of South Korea, US, Europe, UK and China by taking out Nanoco?

[slipperysidewinder] 28/12/2016 18:09

Fil

Glad your facing the facts. It's over bar the shouting.
The writing was on the wall along time ago.

Hasta luego.

[fil340] 28/12/2016 18:04

Entelon: an alliance that does not financially benefit Samsung is inconceivable. My guess is that they're about to show the world they have developed a packaged LED with QD's very close to the diode. These Samsung-Hansol LED's will require new algorithims, logic boards, design work etc. Samsung's alliance will be all about enabling others to buy and use the Samsung packaged LED products. What else could it be? Samsung helping the Chinese OEM's buy film products they have no financial interest in? Let's get real... Samsung make LED's have battled Osram over LED's... Osram had a packaged LED with QD's scheduled for Dec 2016...

[enteleon] 28/12/2016 17:38

Fil- Totally agree that Samsung are becoming the "hegemon"- trying to dominate and control the whole QD industry. I'm intrigued by their "alliance" sentiment. Is this a strategy to destabilize Dow/Merck/Nanoco and the Chinese OEMs ? I do agree with you that we may see Samsung buying out Nanoco in due course. This would crush the main opposition.

Kuss- is not Quantum Materials Corp despatching samples of CFQDs to Kisco of Japan ?

Now a bit old hat, but interesting interview with Andrew Liveris, CEO and Chairman of Dow, dated 25th October. Very impressive guy; very globalist by nature. He states focus of Dow on quality. Also, he quotes that he now reckons that the technology cycle-time is 3 years, whereas several years ago it was 7 years. In the olden days, the Dow scientists would perform 50,000 experiments per annum; now, they can perform 2,000,000 p.a. Merger between Dow and DuPont likely to be consummated by end March- some anti-trust hurdles to be overcome, but these mainly in the agrichemicals divisions.

[slipperysidewinder] 28/12/2016 17:08

Your theory would be correct if the options avaialble are purely binary. They are not. Any of a multitude if reasons could have the same affect.

[onething] 28/12/2016 17:05

It is almost pointless to try and work out what is going on regarding such things as the GS position as you are always working from incomplete information.

[kenirogas] 28/12/2016 16:58

not in my world...guess I must be in a parallel universe???
GS loans stock to shorter ( recorded by FCA over.5%) who sells stock to market. For GS to reduce position, shorter must have bought from market (or if GMT, reduced their long) to cover/replace the loan from GS. Guess we'll see in the next few days...
Short increase last week of c 200k (GMT and GSA .08%). GS report 15m loaned shares on 19th, and then only 8m on 22nd, while the total volume for that period was c1.2m. Help me out here...can Anyone other than slip confirm this process (I was mainly back office, not CFD or trading), and subsequently explain the above data? Thx

[slipperysidewinder] 28/12/2016 16:38

Keni

Sadly, it means the opposite my friend.

[slipperysidewinder] 28/12/2016 16:37

Firm

Why do you need to look at a RNS to comprehend what I already told you a couple of hours ago.

A major short attack imminent! Just watch what happens over the coming weeks. All the ducks are in a row. Sub 25p Jan end.

I am following the money.

[kenirogas] 28/12/2016 16:34

And any ideas on the GS reduction to below 4% notified today? All their shares went out on loan, so does that mean shorts closing? How confident are we that the trades showing as sells were actually sells? 7 days to CES...

[kenirogas] 28/12/2016 16:31

Agree, Joe. What of the dual sourcing that all major suppliers demand? No one is going to rely on a competitor of critical supply.

[firminator1] 28/12/2016 16:31

whats the deal with that goldman sachs RNS ? loaning out shares ?

[fil340] 28/12/2016 16:28

Samsung-branded QLED's will be relatively expensive and in short supply. Samsung will be taking a cut on every flagship TV sold, and simultaneously crushing Nanoco. They will acquire Nanoco in due course, and that Kodak patent along with it, and advance towards "true" (electroluminescent) QLED. LG is in huge trouble here. Samsung are about to realise an uber-dominant position over the whole industry, taking a cut on every TV sold. No wonder they declined to join LG on their OLED gambit.

[joepublic1] 28/12/2016 16:26

It seems astonishing to me that every other tv manufacturer would sit around doing nothing to launch QD TVs of their own. Happy to just buy Samsung supplies at elevated prices for ever. No. Not credible.

[andycapped] 28/12/2016 16:17

That's my thoughts too. If Samsung have a competitive advantage, why would they spoon feed that to companies who are producing screens at half the price? They may license some aspects of tech to other companies, but I think they would hold something back and keep them a generation or two behind their own products.

[syd777] 28/12/2016 16:16

Joepublic they will not wait on Samsung not Nanoco with their purchase of the Kodak QLED patents and who's to say they will not be better then Samsung as There's also multiple ways to do it, each with potential pros and cons. A manufacturer could choose to have each sub-pixel (red, green and blue) be electroluminescent quantum dots. Another manufacturer could choose to have electro blue, but photo red and green (sort of a hybrid). Another manufacturer could even have red and green photo QD, with an OLED blue.

[joepublic1] 28/12/2016 16:10

With true electroluminescent QLED won't there need to be a full sheet of QD material again which will raise the quantities needed back up again.
Given Samsung will not be selling any of the new packaged QD screens themselves for many months they certainly will not be selling them to anyone else until 2018. So is every other manufacturer just going to wait on Samsung coat tails? I would have thought they will all be planning to launch their own QD TVs imminently to undercut Samsung.

[slipperysidewinder] 28/12/2016 16:09

Seriously.

If you are a holder then you have to consider getting out now.

This is a good price all things considered.

[fil340] 28/12/2016 16:06

I expect Samsung execs have whispered in the ears of other OEM's that a CFQD solution was "coming soon" at a "really good price". This explains why ME, bless his cotton socks, can line up OEM's to showcase Nanoco dots but cannot get them to commit to selling the TV's they are displaying. Doesn't anyone else find that very very fishy? Visitors to CES see OEM QD TV and say "gee whiz, when can I buy this?" and the rep says "you can't, it's just a demo, the OEM doesn't want to make this model."