The latest Investing Matters Podcast episode featuring financial educator and author Jared Dillian has been released. Listen here.
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Anyone here know any phones/phablets in production at the moment or recently that use QD's in their displays?
I can't think of a single one, but the chart presented on page 13 of the interims presentation shows tens of millions as of 2023, and that figure estimated to be rising to hundreds of millions by 2030.
https://i.postimg.cc/mZwRc8qb/nanoco.jpg
But Tenner says longer-term institutional investors now feel more comfortable with the firm's offering."..
Better check the major shareholders list Brian LOAN is down to 14.5%, Tariq Hammodi is suing LOAM, while Oryx has vanished!
So much for institutional support when was the last time you or the Board bought any shares to have what's known as 'skin in the game' rather than getting free hand outs!....absolute joke!
Truth is Universal.
Yes but that’s from your perspective though…..
It has absolutely nothing to do with 'perspective' and everything to do with 'blatantly' being lied to and getting caught red handed!
I’ve said it before much of this is about perspective and many in the “speculative” camp have had their view changed completely post settlement and now most of the contributions are prejudiced against. If they fail to deliver as guided then you have cause for complaint but right now these recurring bleats are not helping anyone.
They weren’t comfortable at all when he announced he had settled and ran for the hills as soon as they could into strength then carried on selling down to low 30s below the pre settlement level.
Now the stock has halved from pre settlement and trading close to cash they finally get comfortable ..interesting. The comfort level seems to be placing virtually no value on the management or prospects and he’s bragging. Very good.
Nanoco has an unusually high volume of retail shareholders, with Hargreaves Lansdown and Interactive Investors users accounting for its first and third biggest investors, respectively.
Many of them bought shares speculatively as the prospect of a Samsung payout became imminent, but Tenner says longer-term institutional investors now feel more comfortable with the firm's offering.
Thanks for nothing Brian at least our institutional investors feel comfortable!
Seems most of the Instutional investor's are happy having bagged a huge profit at retail investors expense and exited stage left..I thank you!
hTtps://www.nanocotechnologies.com/investors/major-shareholders/
He's probably got enough wind to blow his own trumpet at least !
What's not been highlighted is the disparaging remarks towards Nanoco's army of small investors...no thanks or gratitude towards them supporting the business with the 2022 placement or during Covid I might add without which the business would have folded!
'Some shareholders actually didn't want us to return anything,' he adds......Really?
'Given we'd already made the commitment, we felt we couldn't go as far as that.....How generous of him.
'We've already got the factory for sending material that can make 500million-plus sensors'
So wonder how many 2026 smart phones will be manufactured with Nanoco tech inside and in terms of revenue?
'brokerage Cavendish said it believes Nanoco 'is capable of delivering £30million to £40million of revenue in the medium-term and an EBITDA margin of 35 to 45 per cent'
Average 40% margin £35m equates to pre tax earnings £14m gets you to circa 70p share price for 2026.
'So we decided to err on the side of caution and that's why we went for the £33million'...code for we are not confident of hitting breakeven next year...Happy to treble monthly opex from £100k to £300k/£400k though equivalent to up to £4.8m per year....No idea where the money is going not manufacturing anything of merit yet so why has monthly cash burn trebbled?
'We're not last man standing but getting to cash breakeven sometime in 2025, for a QD company, would probably be a world first.'.....Need some large chunky deals first Brian to cover that £4.8m cash spend!
That’s not what he said. He said “ We believe that once a device is launched in the market with this technology - whoever launches - it will be bragging about it and trumpeting it.'”
It’s nothing to do with breaking even.
it’s simply an off the cuff observation about the importance o f the technology. You twist everything for no good reason.
Cheers Pete.
@NGR He said it in the “This is Money” article.
When did he say that? He said he expects more orders this year and is guiding break even in 2025 and has indicated a possible link to mass mobile adoption in 2026. He’s taken this juncture to embark on a PR exercise and I don’t think now is the time in the midst of the corporate action but absent of other news perhaps this is the opportunity to use the platforms available.
Bt believes trumpeting and bragging will enable break even by increasing orders.
I’m not sure you understand what you’re talking about. Trumpeting something doesn’t pay the bills . It’s about breaking even so revenue needs to increase not sentiment.
Troublesome I’m prepared to not get into a pathetic spatt. Hence why I’ve asked you to desist. If you want to keep going that’s up to you but it’s not going to be helpful for others here who’ve had enough of such behaviours. So can we just park it? Thanks.
Oooh I say, you sound a tad upset, prat.
Anyway Brian has said that being cash neutral in 2025 is a goal that sounds unambitious - mmmm
He seems to be relying on the belief that once a device is launched with the 1st generation materials that 'everyone will be bragging about it and truimpeting it' - can't wait, I'm sure the reverberations will be heard all around the world.
Just hope that we as investors will get to know first.
I already stated what I think as a possibility on growth in 2024-2026
As for what others say on other boards I don’t really care. Can you stop being a dick?
Would like to hear what NGR has to say as he insists we should trust the guidance.
By coincidence, Terrorwit on the Advfn board seems to be saying similiar !
I'm with Nanonano on this one guidance say's low value non mobile commercial deal yet cash burn will be over £4m a year..We will need a pretty damed big mobile deal early next year £6m to £10m+ to stand a remote snow ball in h@ll chance of reaching breakeven even in FY 2025, is that a bridge too far, has BT over egged the cake and been caught out already misguiding investors yet again ffs!
The numbers simply don't stack up!
Not according to Nanoco's annual report.
"Nanoco’s view that initial use cases in 2024 will be for low volume applications outside mobile phones."