Charles Jillings, CEO of Utilico, energized by strong economic momentum across Latin America. Watch the video here.
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@Xenon
If you could be more concise, it would be helpful - considering your last 2 lines it may have been better to chew your opinions over by yourself - my opinion - you've taken up so much space, it feels very claustrophobic !
I was interested to know about the pattern for selling Nanoco shares since the tender, so I have been doing some analysis using data from the past week. I have tried to be impartial, but note that some of my investments are in Nanoco so my findings may well have an unintentional bias. This is not advice and you should not base any decisions on this analysis, nor should you assume this information is in any way accurate. Please do your own research.
According to my research:
5.8m shares were sold in the past week (45% at 22.5 - 23.5p, 66% at 21 - 23.5p, 34% at 18.5 – 21p). The selling “appears” to be slowing down (based on this very limited set of data).
We know a lot of traders took a high or maximum tender allocation at 24p – and it seems obvious to me that some expected to buy back in if the SP retracted. We know Lombard Odier have reduced their holding to 16.9m shares, which I personally believe is good news.
There were 12 individual transactions this week, representing 52% of all shares sold, which has helped push the SP lower. Co-ordinated sellers could try to lower the SP further by selling, but “if” this is trading activity to push the SP down I’m wondering whether they will have much firepower left. Of course, this forum could be abused to spread bad news and misinformation about the company as I’ve highlighted before in an attempt to induce some selling...
However… and here is my view… there are a lot of people waiting on the sidelines with money. £30m was given back to investors who tendered at 24p and the company still has £2.5m left to buy back shares.
So, I wonder whether the traders are playing a game of musical chairs with each other. Some are are waiting for the music to stop when the SP drops to 16-17p. I’m just not convinced how many empty chairs (sellers) there would be if it got to that level. Of course it is good news for the company buy-back if the SP did stay lower, but the SP would be expected to increase quickly if the selling volumes reduce and if those waiting to get back in think they are about to miss the bottom.
Again, this is all purely my opinion and I might be completely wrong. Do your own research and be extremely wary of the motives of overly positive or overly negative posters.
Sorry, misinformation part, at the end of the day this is a BB for views and maybe entertainment who knows, but one thing I wouldn’t do is invest in a company with opinions from a BB! Sometimes you can find some good snippets but that should be followed by your own research.
Anyway no axe to grind with anyone, I’ve got to say I do have a good laugh reading through some of the posts!
Highlighted!
Xen0n, I don’t often post here any more, but IMO, BT and the board brought on themselves, by over promising on the settlement. And before you say anything, I hightailed on the BB possible low ball settlement figure highlighted within the court papers which BT refers to as Joe public knew what the settlement could be. However, BT stated on numerous occasions that “the board would ONLY settle for fair value and fair value in the boards mind was for past and future sales of Samsung’s QLED TV’s”, thus the disappointment on the low settlement figure. So yes IMO the keyboard worriers have a point.
Anyway after 7 years of holding my view is that the company is in its most promising position now. I bought lots on tranches after the crap settlement and tendered all those (just under 38%) and have kept my core. Talking down the share price who cares! If you believe in the company you should welcome it and add more. The stock market is manipulated every day by the press and big wigs, just listen to Bloomberg opinions and others.
Anyway it would be good to see BT put his hand in his pocket and actually buy some shares, if he believes that the company will be profitable soon (self funding at least) it shouldn’t be a issue for him.
I have quoted below from a useful article below.
"The need to put to an end malicious postings on investor bulletin boards" (yorkshirepost.co.uk)
On-line shareholder bulletin boards and share chat rooms, are increasingly a forum for defamatory abuse, insult throwing, and misinformation deliberately aimed at undermining shareholder value.
If you look at sites such as ADVFN, Interactive Investor and London South East, home to three of the most popular bulletin boards, you’ll see a stream of commentary from investors about every listed company there is. Each writers’ identity hidden behind an online moniker (such as pauliewonder, mr hangman or bomber13) and emboldened by anonymity many of these posters swap insults with each other, post derogatory remarks about the directors and make accusations of fraud.
This is the saddest part about the current state of bulletin board chat. They discourage companies from taking them seriously, and make CEOs wrongly assume that on-going engagement with retail investors will just be opening the door to more direct abuse for these ‘keyboard warriors’. In reality though many of the posters on these boards are genuine supporters of the companies they invested in, and spend a great deal of time researching the markets in which their investments operate, constantly on the look out for relevant information that might have a bearing on the value of their shareholding.
Recently, I decided to post on this forum after years watching from the sidelines. My aim was to highlight, and counter balance, the disruptive behaviour of a number of posters who appear to have an agenda of posting defamatory remarks about the company and about its board of directors, sowing discontent and trying to talk down the SP. Disappointingly, I was very quickly drawn into engaging with them when it only gave them more air time. I requested that my previous posts be removed and I walked away for a few days. I do not plan to engage in that way with them going forward.
This used to be a good forum for healthy discussion about Nanoco, with different opinions and respect for the opinion of others. Now, any useful information is soon drowned out and it is sadly not currently possible to have a balanced discussion here. The disruptors tactics are a combination of misinformation, name calling and barracking. You will see these behaviours used cyclically by serveral posters – and I expect they will be used in response to this post.
It is clear that a number of people posting here took up the tender to sell their shares at 24p and are working hard to try and influence the SP down, so they can buy back in at a lower SP. If they weren’t doing that why would they still post here? Some will try to justify their reasons why they think the SP will fall, others will cherry pick information and turn it info misinformation, whilst others will reply to them to make it look like there is a lot of support for their opinions.
But, with such an agenda, these people are not providing a balanced and impartial view and it would be a futile exercise to try and reason with them.
I see that Trouble beat me to sharing the link!
Hi Pirate, do you have a link to this please. Thanks for sharing.
Nanoco Group has been granted a patent for a photodetector with a unique design involving two-dimensional quantum dots (2D QDs) dispersed in charge transport materials. The heterostructure photodetector includes specific materials like zinc, titanium, vanadium, or nickel in the interlayer, offering enhanced performance. A recently granted patent (Publication Number: US11903225B2) discloses a heterostructure photodetector designed with specific layers and materials to enhance its performance. The photodetector includes a first electrode, a first photoabsorbing layer made of a two-dimensional (2D) nanosheets, an interlayer made of a metal oxide with zinc, titanium, vanadium, or nickel, a second photoabsorbing layer made of 2D quantum dots (QDs), and a second electrode. The combination of materials and layers aims to create a built-in electric field for improved functionality. Additionally, the photodetector may include a transition layer between the two photoabsorbing layers, each layer may contain charge transport materials, and the overall thickness of the layers ranges from about 50 nm to 800 nm.
Furthermore, the patent details specific configurations and compositions for the photoabsorbing layers, including the percentage of 2D nanosheets and 2D QDs present in each layer. The patent also mentions the thickness and dimensions of the nanosheets, emphasizing their properties for optimal performance. Additionally, the inclusion of charge transport materials in each layer further enhances the photodetector's capabilities. Overall, the patent highlights a novel design for a heterostructure photodetector that leverages unique materials and layering techniques to improve its efficiency and sensitivity in detecting light.
Re : 15.09 comment.
@charty
Your discussion with Kooba was on the "Sub 20p" thread.
You seem to have croosed over, probably in error but makes things difficult to follow.
Where's Xenon these days ?
Tweedledum without Tweedledee !
That was of course aimed squarely at charty not you troublesome!
You are such a child ...and my time is too precious to be dealing with childish questions incessantly as much as you like the attention. Post your childish drivel ..its just irrelevant and rather boring.
'There's none so blind as those who will not see '.
Saying that can't find my specs ! - probably lost in the undergrowth - great day today, just wish grass would stop growing.
TGTD
"No doubt LOAM off into the £3m buy back another blinder by them leaving retail investors picking up the tab!"
They have their strategy which I believe is good. They voted for a buy back of shares. I have followed there lead as I also believe the sp will drop in after the buy back is completed, before rising substantially on news.
What tab are you picking up? You are as free to trade as they are. You have even given your view of what will happen using Loam as supporting evidence. So why aren't you doing the same as them instead of continuing with your incessant winging.
It does look like some are starting to cotton on though..even with a reduced number of shares in issue! ..as i said i don’t believe in magic…its just temporary sleight of hand thats all.
Seems LOAM do ..but they are smart guys.
Because there are idiots who don’t understand ex entitlement adjustment and make it up as they go along is my only explanation…i hope that helps.
@Kooba I was clear that I'd sold out before the tender and hoped to buy in below 20.03p, which would give me a lower average. A bit high risk, but I just bought some at 19.39.
I'm back in!
I think charty is broken ..maybe turn off and turn back on again.
'sell off'