Nanoco Share Discussion Threads

[whum] 30/12/2016 09:21

Edward Lear would be put to shame on this bb

[mr.oz] 30/12/2016 08:10

Good find Syd
Feels like nanoco playing catch-up now and indefinitely

[kenirogas] 30/12/2016 06:27

Thanks Syd,very interesting.---
FIL, I salute your earlier call.....so : where the hell will Samsung be producing these dots? Hansol, or really in house? Anyone seen anything? Wonder how close in performance Nano's dots are to this now (wasn't their Claim for 97% of p3 a couple of months ago?) ----
This seems to me to be samsungs way around the inconsistency of the hot reactor process?---
Not electro QD then, (which is as we suspected ) but dropping the SUHD line in favour of the new "QLED". Mainly marketing behind this, or does it screw nano? Certainly doesn't sound like Samsung will be knocking at Dows door from this report..

[lauders] 30/12/2016 01:23

Not really sure how it will play out with NANO but worth remembering this:

Remember US tax year default end is 31 December so depending on which tax year investors want to crystallise their Capital Gains then they may sell tomorrow or Tuesday. The sales drop will read across everywhere else.

Have not really looked at what is happening on the market the last 2 days, just end of day figures. I see FTSE100 closed at ATH yesterday and today. RSI now is 71.08 - ripe for a fall if it drops below 70.

Taken from someone who knows a lot more about this sort of thing than me! Perhaps some extreme volatility while people rebalance next year and perhaps another major market sell-off early year per early 2016? Just saying. NANO would do well to release some great news at CES to mitigate any market sell-off and with a double whammy of the shorters having to close this could really take off. There again it could go the opposite way too. I believe that the first couple of weeks of 2017 are going to be rather volatile!

[andycapped] 29/12/2016 23:44

If it turns out to be the case that Nanoco will be supplying TCL, then Samsung could end up with Nanoco QD's via that way, as I understand they make screens for them.

[mr.oz] 29/12/2016 23:29

Getting tense...

[chaba1] 29/12/2016 23:21

Fil, keep your concern to yourself coz I am bored with you now.

[syd777] 29/12/2016 23:13

Chaba1 thanks as you have the recording maybe 10-15 million this year might be the case.but do expect an upsurge during the 2018 World Cup.

[chaba1] 29/12/2016 22:33

Syd, I am in your side but 25 millions TV. ME said it will be 2019 or 2020 not 2017. I understand you are positive as I am but please be realistic.

[ih_169538] 29/12/2016 22:28

He's been right so far ???? Ambitions like he had in lighting and solar where both partners dropped Nanoco?

[syd777] 29/12/2016 22:11

ME has been right so far and he cannot control LG or other OEMs but CFQDs is the only solution.QMC will likewise Merck play a part by the end of 2017.Nanoco has ambitions away from display too bio-tech and skin care.

[ih_169538] 29/12/2016 22:07

So you have inside information that states that as fact or this is something on your wish list again you didn't get this Christmas..maybe ME whispered it in your ear and in his American accent it sounded like that but it really was something completely opposite ?

[syd777] 29/12/2016 22:03

Ih Dow is already helping TCL with the supply;) as Nanoco and and WH can't supply a massive company like them.Whos going to supply Samsungs the CF quantum dots for 25 million TVs 17 Hansol alone?

[ih_169538] 29/12/2016 21:49

Syd ..why do you suggest Samsung is buying Nanoco's dots when Dow can't even sell it themselves.Think about it ! Not cost competitive.

[syd777] 29/12/2016 21:47

Kuss the biggest failure for Samsung would be a pullout of DOW from their backyard,and we all know what that scenario brings.

[syd777] 29/12/2016 21:17

Fil with DOW 4/5 upscale from Runcorn and paying Nanoco a lot more less royalties I'm sure Samsung can't complain with supply from their doorsteps saving money from shipments.

[fil340] 29/12/2016 21:10

Another thing: how is it no-one sees LG's move away from Nanoco/Dow as concerning? Is Dow's production quality not up to scratch, still, after all this time? Or is it too expensive? Both scenarios are worrying, surely???

[syd777] 29/12/2016 21:01

Joe Merck could buy Nanoco for a peanut butter price,but science is science and it could set a company back many years by doing so.Arm holdings was not brought as an infant but was this year as a teen.NO NEED FOR CASH CALL the board are laughing at this during the AGM.As they was when slippy thought they paid billions for Kodaks patents.£1 million for 1Kg with any biotech company.,hope MEs broght a few meals from his own pocket to get a deal through ;)

[joepublic1] 29/12/2016 20:52

Another thought. If Nanoco were to actually need further cash what chance Merck, WH, or indeed Dow stepping in to provide the cash in return for a chunky share of the company ?
I don't see any chance that Samsung can monopolise QD technology.

[chaba1] 29/12/2016 20:50

I really hope things will come to our way :)

[syd777] 29/12/2016 20:48

Fil something cheaper has come LG pretending to go quantum dots again lolz.We know HiSence is working with Nanoco and hopefully TCL,Samsung will use DOW this year as the delay has been the tech transfer from Runcorn like Kuss has stated this,much more the improvement and quality that matters more then volume.Osram failed when QDs did not want to be heated all the time at a certain temperature.

[joepublic1] 29/12/2016 20:46

Won't OEMs want to wait until after CES before placing orders. They will surely want to see what the competition is up to first and presumably keep their own sourcing strategies secret until CES.

[fil340] 29/12/2016 20:27

Nope not bagpuss syndrome - shorting isn't my game. I've had my eye on that Osram tech wondering when it would surface. And right now I find it downright bizarre that ME/WH cannot get a contract for 2017. Almost as if the OEM's have a tip-off that something cheaper is coming.