Our live Investing Matters Podcast Special which took place at the Master Investor Show discussing 'How undervalued is the UK stock market?', has just been released. Listen here.
London South East prides itself on its community spirit, and in order to keep the chat section problem free, we ask all members to follow these simple rules. In these rules, we refer to ourselves as "we", "us", "our". The user of the website is referred to as "you" and "your".
By posting on our share chat boards you are agreeing to the following:
The IP address of all posts is recorded to aid in enforcing these conditions. As a user you agree to any information you have entered being stored in a database. You agree that we have the right to remove, edit, move or close any topic or board at any time should we see fit. You agree that we have the right to remove any post without notice. You agree that we have the right to suspend your account without notice.
Please note some users may not behave properly and may post content that is misleading, untrue or offensive.
It is not possible for us to fully monitor all content all of the time but where we have actually received notice of any content that is potentially misleading, untrue, offensive, unlawful, infringes third party rights or is potentially in breach of these terms and conditions, then we will review such content, decide whether to remove it from this website and act accordingly.
Premium Members are members that have a premium subscription with London South East. You can subscribe here.
London South East does not endorse such members, and posts should not be construed as advice and represent the opinions of the authors, not those of London South East Ltd, or its affiliates.
Still holding personally... in hope
Nanoco hold all the key Nano Dot patents & many for Nano materials; validated by world authorities.
Many TVs from LG, Hinsense & Samsung now out in production & on sale in Costco now use Quantum Dots... from Nanaco or using Nanoco technology are interesting questions?
Thanks, I too have been in since then and experienced the raised hopes repeatedly dashed, hence my almost disbelief that they may actually, finally, manage to sell their product. You may well be right about Samsung's malign influence, I hadn't considered that.
Fulfilling the first such order would do wonders for their credibility, both with investors and potential customers.
Barbon: With the commitment that STM is making to infrared dots, I would expect STM to have a multiple suppliers. I don't know who else could compete with Nanoco. The fact that STM continue to advance thru multiple stages and extend contracts gives me hope that Nanoco will finally succeed. Having been invested since before the Dow contract, I have experienced many disappointments, most of which I attribute to Samsung applying various pressure to Nanoco partners. Samsung's success with Nanoco product testifies to Nanoco ability to produce quality product. Although Samsung's influence now appears to be greatly reduced, I recognize that Nanoco has not yet commercialized its product. A commercial order would produce enormous value.
How certain are we that STM is using/intending to use/ testing/contemplating the use of, Nanoco QDs as opposed to material from another supplier or even a different sensor material without QDs?
@Screenlearner: The Asian prospect is still a secret, but STM is has significant contracts with Volkswagon Group (2nd largest auto group in the world) and Tesla. They must also be working with Ferrari, as they recently hired a top STM Engineering Executive as CEO. They will use infrared sensors for automated driving and to monitor passengers (seat belts) and driver (sleepiness, distractions, inebriation). Expect STM infrared TOF sensors to be very successful in consumer wearable goods, industrial manufacturing and robotics, health, and agricultural quality control markets. STMicro is also very strong in the home robotics market where improved vision can offer huge improvements for robot vacuum cleaners, mops, lawn mowers and other home devices.
One gramme od suspicion weighs heavier than a kilo of truth.
Hawi, never seen that article before and I’ve been invested since 2012,
Especially (Samsung and LG. Each 60-inch TV will use one gramme of quantum dots, which will vastly improve its colours)
Happy times at the moment, long may it last.
I don't remember seeing them but I would be interested in reading your thoughts
Yes, it certainly seems that way. Sitting tightly on my holding. A few weeks ago I was about to post about the damages angles, and started to prepare this but can anyone remember if I actually did? As I recall it was all getting a bit agitated here on the BB so maybe I didn't? It is presumably now felt that it would be a better time to discuss this aspect again though..?
amerloque, well said, Sony's top of the range TV uses the Samsung QD panel. Should the case go Nanoco's way to continue to supply Sony Samsung will have to resolve supply/production of QDs with Nanoco. Otherwise Samsung Display's reputation as a reliable supplier to other big players is severely damaged.
Someone wants these shares in a hurry, have a look at the order book
Settlement with Samsung will necessarily involve contracts with Samsung and/or with companies that Samsung are currently supplying. I doubt that these companies could afford to have their supply lines disrupted.
IG have gone "Closing Only" so unable to open a position now with Nano. Good job I am in already. Must be expecting some wild movements ......
Was still an untested market back then though.
Hawi, and as we know Nano has never been profitable.
If we go from an R&D company to a commercial business, and noting that we were £1.86 pre all this fiasco, who the hell knows what the SP could be.
Noting that the court case/settlement only deals with the past, and then we still have 30m TV's ish for the future at license fees as well.
I do dummy buys and sells all the buy.
Normally you can maybe get away with 25k, at best price.
Wind the clock back 6 months and it would be 2.5k.
Times are a changing.!
I take a long term view too, as apart form the court case we have imminent prospect of a commercial order which would put this company on a totally different level altogether. I just tried a dummy sell for the first time ever and it say they will take 100,000 shares. That seems extraordinarily high for a normal market trade or maybe it says more about the sort of shares I normally invest. Is it normal for NANO?
Looking at the volumes (nearly a million shares traded within the first hour) that tells me that this share is largely in the hands of momentum traders and algos. It will probably be this way til news of a settlement or commencement of trial.
Wouldn’t blame anyone for taking a bit off the table if it helped them sleep at night but it’s important to remember that the SP is largely an illusion that’s being created by people/computers playing a completely different game to us. For me, I came here back in 2020 because I believed our legal chances were good. That view has been strengthened considerably since then. So until our day comes, I won’t be selling a bean. I hope, and believe, that our patience will be handsomely rewarded.
Looking forward to the possible organic growth, has anyone any idea who are potential customers for the new materials are apart from STmicro? Indeed are we absolutely sure the first out of the blocks for Nanoco will be STmicro?I notice STmicro has a conference coming up "STMicroelectronics is eager to welcome you back to our first in-person, hosted event in the Southern California area since the COVID-19 shutdown! The ST Technology Tour is where experts will present on a variety of electronics technologies in markets poised for rapid growth in the coming years. Join us in Newport Beach, CA on August 25th to expand your knowledge and network with your peers, while experiencing new technology demonstrations from ST and our partners." https://content.st.com/technology-tour-2022-newportbeach.html
@Hawi: Personally I am holding out for the trial because a) it is with us shortly and b) N enters the trial with a very strong hand.
However, I could understand if some people take say 25% of their chips off the table… but personally I let them all remain on the table.
Don't forget, in 2013 we were at 186 (re-adjusted already) on the back of all the positives.
So £2 a share is not exactly an unreasonable expectation noting that if we had signed the deal with S we would have been high back then.
According to Google the 5 year high is between 54p and 55p! I wonder if we can break this soon (pre-trial) or whether it will all be too much for the poor old SP!