Nanoco Share Discussion Threads

[ih_169538] 29/12/2016 20:24

Keni...

"though the QDV ip may be better?---"

Its not better.I met reps of QDV at their suite last CES and asked this question and they said they were not currently in the business as a mass commodity producer of quantum dots.They were producing their cadmium materials using batch or semi automated batch, as some would say.

[syd777] 29/12/2016 20:06

LuckyMouse- Always great to see you back ! Thank you.

Along with our cherished Mr Oz, I wonder if you would feel able to share your analytical interpretations.

From your last charts and much appreciated comments:

"Battleground at resistance 46-48".

Buying zone at approx 82p. If share price reaches this and the fundamentals support, it could double.

What has changed and your views now ?

Thanks so much. Enteleton. luckymouse did not get back and it suggests buying Zone of approx 82 for the Chartists all depending on the news of course.

[syd777] 29/12/2016 19:43

Fil you seem to have the Bagpuss67 syndrome after he committed himself to Slippy and his wise words.

[fil340] 29/12/2016 19:24

I do think Samsung would sell packaged QD-LED's because they cannot stop "there or there-abouts" quality QD-film being sold. Simple decision really: hold the new tech for themselves OR starve QD startups of revenue + earn profits. Once I have sight of what Samsung's QLED trademark attaches to (and I cannot imagine it is just more film) then I may dip my toe back in. We will see soon enough. But for me the risk of going 45p to 15p is too much.

[syd777] 29/12/2016 19:21

Keni thanks looks like bad reporting.

[kenirogas] 29/12/2016 19:17

Old news Syd, and pretty poor reporting accuracy, too. Was discussed a bit at the time...

[kenirogas] 29/12/2016 19:15

TCL, Hisense both on CES exhibitors list. Let's hope it's not just a Nanoco branded set stuck in a hidden away on the thirtieth floor, eh?

[syd777] 29/12/2016 19:14

Can someone read the link that I have just sent as they think WH is bringing out another line at Runcorn.

[firminator1] 29/12/2016 19:07

Reminder of AGM statement : Our progress will be underlined at next month's CES, the consumer electronics show in Las Vegas, where we will showcase televisions using our CFQD® Fine Color film.

"This film has been produced by our film coating partner, Wah Hong Industrial Corporation ("Wah Hong"), using cadmium-free quantum dots manufactured in Runcorn. Wah Hong is manufacturing film under Nanoco's CFQD® Fine Color film brand and supplying the film to potential customers for televisions of up to a 60 inch screen size. Commercial discussions are ongoing with various Asian display OEMs for use of the CFQD® Fine Color film.

[firminator1] 29/12/2016 19:04

A buy out would be an option. Does seem though that Samsung going with QLED is a big deal but the market is not just Samsung hence why Nanoco still in the game regardless. I am with you Keni keeping a close eye on real news and share price movement

[kuss1] 29/12/2016 19:01

To state that Nano is the short of the centuary means Dow, Merck and Wah Hong are either idiots or worse.

I dont think they are. But each to their own conclusion..

[kenirogas] 29/12/2016 18:54

Been in for the same amount of time, FIL, and traded around the edges...sometimes even successfully! ----
I do think, though, that you are being too generous to Samsung thinking they would share their discovery, even for profit. Their margin on sales for having the best TVs would, IMO, far outweigh the (eventual) profits from raw materials sales, they're simply not set up for that. And before you say it, I don't think Hansol really are, either. Their ip rented from nanosys for QD prod is hot batch, though the QDV ip may be better?---
Add to that, Henderson, Baillie, Griffiths etc sitting tight, plus the 150p buy out possibility has me holding on to the majority unless serious bad news actually hits...GLA

[fil340] 29/12/2016 18:38

Yes Firm, I held my original holding for 4 years. But I've sensed something is up, and ME failing to secure a contract ahead of CES has forced me to sell. I suspect new technology from Samsung which will change the game, which is why I've been suggesting caution and research into Osram's quantum color tech. If Samsung have indeed embedded Hansol qd's into packaged LED products that they will make and sell then the game has changed and Nanoco will have no short-term prospects of revenue, putting their future in serous jeorpody. No contract = too risky.

[firminator1] 29/12/2016 18:30

Fil did you use to be a long term holder ? Let's hope Nanoco at least show some encouragement at CES if not my patience will run thin. There is a chance of a Nanoco buy out of course at 150p per share taking into account IP and patents ....

[kuss1] 29/12/2016 18:17

Yes slip, the share price usually rises into the AGM and then CES. Which is why it"s an easy trade to buy in advance, not to double your short the day before the AGM expecting 25p.

And assuming upfront license fees and tech tranfer fess and grant income Nano only need to sell 60kg of Qdots to get to 7 million by end July. Just one Chinese OEM should do that.

Lets see how many are happy to be associated with Nano. What about TCL"s cad free X1 model?

[fil340] 29/12/2016 17:48

Another day without a contract. Moving ever closer to a cash call, and ever closer to devastation in share value if there is a failure to deliver £7m revenue by July. CES under the bare Nanoco brand looks bad - desperate in fact. If they were there together with a signed-up OEM who had committed to pay for film, that would be fine (and I'd still be holding). But at the moment it seems CES for Nanoco will involve some poor shmuck sitting there in that small room all alone hoping an OEM director will wander in, say "golly gee wiz, look at that, sign me up!" If you believe that is going to happen you are flat-out dreaming.

[enteleon] 29/12/2016 16:32

Kuss, Trycky, Fil, Syd, Howl, PC- thanks to you and others for enriching the debate.

Slightly out of date, but figures for 2016 not yet available. Figures for changes in global share of shipments for TVs between 2008 and 2015:

SAMSUNG------ 19.7% TO 20.98%
LG------------10.0% TO 12.4%
TCL----------- 2.3% TO 5.56%
SONY----------13.7% TO 5.54%
HISENSE------- 1.6% TO 5.56%
PANASONIC----- 4.2% TO 2.89%

Just recently, we are seeing tectonic shifts in all of the technology, supply chains and alliance sentiments. Interestingly, Japanese OEMs appear to be on the back foot. Fascinating to speculate on the Trump/Navarro policies to come.

Opinion: Chinese OEMs crucial to Nanoco. Dow top management truly globalist and Sinophilic. Merck now energized. Remain positive on Nanoco.

[andycapped] 29/12/2016 16:05

A lot of the trades appear to be going through as automatic rather than ordinary buys.

Reduction of a short position perhaps?

[slipperysidewinder] 29/12/2016 15:44

Deluded fools buying on hope aannouncement at CES. Same every year. Great shorting oppurtunity.

[trycky] 29/12/2016 14:33

This time last year we were in exactly the same position, hoping for a breakthrough at CES, expecting an announcement on sales from Dow/LG, all this did not happen, SO DON'T HOLD YOUR BREATH, you will be disappointed. It takes a long time to perfect the technology, just look at OLED, I first read about it around 15 years ago and it must have been in development years prior to that. My biggest fear is that Dows' method of production is shall I say problematical and that is why LG who had an agreement to take their dots and do not want to be left out in the cold by Samsung have shied off in favour of OLED. Imho if the tech worked and the factory was ready to go they would not be tight lipped about it they would be shouting it from the rooftops. As I have said before the Americans are ruthless in business and if the tech doesn't work they will pull the plug, because they haven't already does give me reason to feel confident. My hope is that Merck and Wah Hong make a better fist of it and go on to make it a success. For now we will have to wait for that to happen. Because there is no real news from Nanoco it leaves them open to conjecture and we certainly suffer our fair share of that on this BB, the truth is nobody here really knows what is going on. If you believe in the tech and are willing to invest then be prepaired to be patient if you are a day trader have fun whilst it lasts.
Wishing all a Happy and Prosperous New Year.

[kuss1] 29/12/2016 14:09

I recall the total for WH and Merck was 1.2 million ... for contracts signed in July.

No idea of the amount for the tech transfers to Merck and Dow...

I still am amazed that no-one's excited about Merck. It's actually a bigger deal than Dow, which sent this to 1.90. I suppose everyone assumes Merck will be another Dow scenario. But that's not logical.. And Merck are accelerating their factory build. Just 9 months from now. That's a huge feat of engineering..

[howl01] 29/12/2016 14:06

WH paid £500k

[syd777] 29/12/2016 14:02

Howl01 that seems low with WH paying £1.2 million.