Stephan Bernstein, CEO of GreenRoc, details the PFS results for the new graphite processing plant. Watch the video here.
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Good post Basscadet. IF this gets over the 10p nominal could fly up but agree short-lived.
Can ME walk on water ??
Good analysis BC. Quite a few on here and ADVFN pumping this up as much as they can, I think any gains will be short lived, unless we get a miraculous RNS.
I agree with BtBs analysis and the Directors Talk view that current market cap greatly undervalues the sum of the parts but I don't necessarily think the SP will rise until there is clarity over the financial viability of the company. The MoneyAM piece for the Mail was not good by the way. Superficial analysis. Everything in that article has been true for the last 5 years at least but company has failed to capture any share of the valuable multiple markets.
The company has money until the middle of next year. Any company in that situation will raise new funds at least 9 months in advance of bankruptcy which leaves very little time to make money here before the financial situation is resolved.
To anyone new here I'd recommend reading the company's own presentations...
http://www.nanocotechnologies.com/investor-relations/news-publications/results-reports
They make it clear that none of the various opportunities still open woll be commercialised within a year. Anyone who's followed the story here long term knows also that any new contracts will take multi-year development before they stand a chance of making any serious money.
We're back to display. NANO has so far lost the battle to be a supplier of film. They are now concentrating on next-gen (few years away) technology. The ROHS ban may resurrect the company's prospects of putting some commercial film based display products out there but nothing so far has indicated that it will.
Agreed that not all nano particles are QD’s, but in this case I believe that’s what they were.
https://www.invision-news.de/allgemein/qd-full-hd-swir-imaging/amp/
True, but it's not true that all nanoparticles are QD's.
Quantum dots 2nm-10nm diameter Nanoparticles 1nm - 100nm diameter,
ATB
I think they are (or should that be were?) just QD’s tuned for the infrared spectrum btw. The nano particle talk, was I think just to keep people guessing. QD’a are nano particles after all.
I don’t know if the original use was to produce a full frame shutter type camera as built by Invision, who were purchased by Apple a year or two ago. Or if it was to improve a time-to-flight sensor for 3D imaging, or a combination of the two, in terms of suitability, they may have found a more economic process, switched QD supplier, or simply scaled back the spec/abilities of the product.
Spotted that too but could be they are suitable Troublesome and the customer is making a switch from nano-particle to QD or CFQD? Not knowing quite what nano-particle is does not help of course.
https://www.****************************************interviews.com/nanoco-group-share-price-fall-does-not-reflect-ip-value/412786012
Mentions - the client ( Apple) may have opted for an alternative architecture for the component (i-phone) deploying QD's
Anyone any ideas why Nanocos dots wouldn't be suitable ?
https://www.****************************************interviews.com/nanoco-group-share-price-fall-does-not-reflect-ip-value/412786012
Regards Apple and the iphones project , there were 5 different suppliers involved including Nanoco so if cost was an issue, it does not appear to have been solely exclusive to Nanoco.
As mentioned earlier, regards costs, it appears USA/China trade war and tariffs etc.. may have been the final nail in the coffin for this particular project.
There may be a reasonable chance that if discussions at the G20 go well and more stability and confidence is achieved, other avenues open up - might be wishful thinking but only time will tell.
If the EU ROHS extension applications are turned down. I would have thought demand for CFQD's would outstrip supply and Nanoco would be ideally placed, regardless of cost issues.
Was wondering if any info with regards the decisions had been leaked to Apple in that the extensions were likely to be approved - in that scenario, it may be impossible for a speedy recovery to occur.
Something is going on here. Drop friday was weird. Wait and see now I guess.
Not sure why it hit an all time low price. Value was clearly recognised before the contract was ever signed...and with the production facility now near complete I expect someone else will be interested. Zero debt, some serious IP in a hot field. Expect a bounce.
Gla
“The development is clearly a major blow to Nanoco’s prospects. However, we have previously highlighted that development activity in quantum dots appears to be accelerating across a number of applications and this view has not changed. The company is the largest IP holder in this field with c 750 patents and now has a new, nearly fully commissioned manufacturing facility able to output significant volumes of nanomaterials. The recent 74% share price drop values the business at a mere £24m market capitalisation, which we believe takes scant recognition of the company’s IP and asset base."