Nanoco Share Discussion Threads

[onething] 30/12/2016 20:34

We want a share price increase that reflects a change in fundamentals. I.e. Contracts, revenue, traction, etc. That rise to 60p last January soon evaporated back to 40p. Fine for traders, not for people looking for longer term value. We are just managing to cling on to 45p one year on.

[mrplay] 30/12/2016 20:19

Slippy said 25p. So a few thought ill try and short to recoup. Price went up. Starting to brick it. Come on here and slate the company. I agree ME and Nanoco have done nothing but hurt us. But can it really hurt to wait a few days for CES. Are you really trying to save us all? Last 60p by CES time with no stands. This year stronger.

[andycapped] 30/12/2016 18:57

Is there any plot to lose?

[trycky] 30/12/2016 18:24

I think you all have lost the plot?

[chaba1] 30/12/2016 18:07

hxxp://www.consumerreports.org/lcd-led-oled-tvs/samsung-thinks-qled-tvs-could-be-the-next-big-thing/

[chaba1] 30/12/2016 18:04

hxxp://www.consumerreports.org/consumer-electronics-show/top-5-tv-trends-we-expect-at-ces-2017/

[slipperysidewinder] 30/12/2016 17:24

Michael Gove? Now he would make a successful ramper deramper just ask Boris Johnson.If Johnson was a share, Gove would have made a fortune out of him.

Good job you stuck the stop-loss in Cleggy, because the only 50 you will be seeing is Article 50. Lol

[kenirogas] 30/12/2016 17:13

Syd: 😀😀😂😂

[syd777] 30/12/2016 17:03

Whum agree NT had the best limerick...I thought I would add to a tune I hum about slippy.the original tune was from skippy the bush kangaroo. Slippy slippy slippy the short Kangaroo .Slippy slippy slippy a short ever true.

[restorer] 30/12/2016 15:53

Counting down the days to #CES2017! See #Nanoco #quantumdots in action at @VenetianVegas and on the show floor.

Tweet from nanoco. Doesn't link to anything new. But tweet clearly states not just in own booth at Venetian but also on show floor

[firminator1] 30/12/2016 15:53

Slippy just read your Clegg post, pretty funny. I once made Michael Gove a cup of tea once but that's a different story. Let's see what CES brings. I am a rationale chap and don't have a huge amount of patience. Will put a stop loss on next week at 40p to cover myself. If nothing else Nanoco is amusing and frustrating a bit like Michael Mcintyre who was funny once

[bagpuss67] 30/12/2016 13:23

Take a look at the AVSforum. And the thread on LCD flat panel displays. Very informative on the subject of where samsung are at.

[howl01] 30/12/2016 12:49

Doesn't that zdnet article just describe the core-shell dot compositions already employed by both Samsung and nanoco? I don't think this is any more than a writer's interpretation of information. I'm not expecting any earth shattering revelation on composition - just improvement on the theme....

[kuss1] 30/12/2016 12:49

slip,

So why don't Samsung buy TCL as it's a credible threat. They could then dominate the Chinese TV market and make billions. The old argument of 'if this company is so good why doesn't someone buy it' is of course nonsense. It's much better to grow your own business than to buy others.


As for commercialisation, do you really think Dow, Merck and Wah Hong are not interested in commercial production of Nano's QDot tech. I'm astounded that someone who has a degree of business acumen can only say they are just playing games and what will be a 100 million investment in production facilities is a huge mistake. Or that they will just turn a dedicated Qdot facility into another type of display product. If you dismantled Dow's Qdot factory it would just be a warehouse not a high-tech Oled facility.

Anyway, bit of blue to finish. Up some 20% on my recent buys in a few weeks. So much for the 25p prediction...

[slipperysidewinder] 30/12/2016 12:31

Another question kuss

Please explain exactly what Nanoco has demonstrated since the company's inception that convinces you that it can deliver on the commercialisation of their technology?

[slipperysidewinder] 30/12/2016 12:28

Kuss

Another explanation is that neither Samsung nor Hansol see Nanoco as a credible threat.

As this likely scenario ever crossed your mind?

[kuss1] 30/12/2016 12:24

slip,

Samsung are not making Qdots, they make TV's. It's Hansol who are the chemical producer so it would be Hansol who would be interested in buying out Nano. But why should they if they have their own successful Qdot facility. Why spend 200 million to buy a company when they can use that money to expand their own production?

And Nano are not on the cusp of a multibillion pound status. The display industry is gathering pace but there's a long way to go.

[whum] 30/12/2016 12:20

perhaps slippy is long on Samsung. as opposed to short on
nano. would explain the maniacal obsession in doing nano down

[slipperysidewinder] 30/12/2016 12:16

After all business is business.

[slipperysidewinder] 30/12/2016 12:15

Kuss

Question: Based on your rationale Nanoco is on the cusp of multi-billion dollar status. So why don't Samsung simply buy them?


We await your reply with interest.

[syd777] 30/12/2016 12:14

Hansol could now become the QD metal coating factory while DOW supples all the CFQDs ;)

[kuss1] 30/12/2016 12:05

Dow and Merck's decision to build multimillion dollar customised quantum dot facilities is no game. Merck dismissed qdots just 6 months ago. Now they are building a dedicated facility in 6 months. It took Dow almost 3 years. Why the rush?

Remember just one contract and 6 weeks of production out of Runcorn to move to break even. One sniff of commercialisation will double the share price overnight....

An incredibly risky short if you ask me...

[slipperysidewinder] 30/12/2016 12:01

Change title to SAMSUNG MEANS SAMSUNG you may get some royalties. Lol

[mr.oz] 30/12/2016 11:57

18 new posts, when I looked in
Thought something like a contract has been announced :-)

I can't edit the thread title, it's maybe embarrassing to leave it like that for next year

[brucie5] 30/12/2016 11:53

Slipperysidewinder30 Dec '16 - 11:42 - 8649 of 8649 0 0


Unless you see the agreements with Nanoco, you are totally in the dark.
----------------------------------------------------------------------
Well, I guess that's one thing we almost agree on. There's a lot of opacity here, till we see product and sales. But unless I'm mistaken, you seem to be claiming total clarity in your negativity about the business case, which seems equally premature. Consequently, as we all notice, you fall silent when the share rises, and bark loudest when it falls. I sense that's why many here distrust your motives.

Anyway, I bought back a small stake here, 10k shares, as a finger in the wind. Way I see it, this year will tell who's been bathing naked, and if the tide starts going out, I will sell and not return. Simples. If on the other hand it makes it through to sales, I will pyramid.

HNY all, and may 2017 be good to you.

B5