Nanoco Share Price (NANO)

We do have an idea. It’s just ignored and mistrusted by some of the more vocal posters here. I’m not going to listen to the presentation and Q&A again because I don’t need to so I’m not going to quote the pertinent comments. DYOR.

Good spot !

On the end bit…However, FactSet analyst consensus is forecasting revenue to reach $10.7mn by 2025 as the operational investment starts to take effect.

That £10.7m Cavendish forecast to July 2025 is £6m allocation for samsung settlement and the ongoing £2.5m from the r&d work. With that £8.5m same as expected in the current year the company are still expecting £3.6 -£4.8m cash burn. In 2025m with the additional £2.2m of revenue for the year forecast they are still expected to burn of £3.5m to year end July 2025.

How do they get cashflow break even in CY2025….Like Cavendish …i have no idea.

Density = sensitivity

On a buy back note there does not appear to be the normal end of day print out in £99k worth of stock though volume was no lower than recent days..so maybe a change of tack. Will see on Monday if they were involved or not i guess.

How can you forecast revenues when you don't even know what products your dots will go into?

It's just making stuff up out off thin air you might as well say $20m or $50m revenues or whatever figure grabs the headlines.

Much is on trust and Yole predictions of potential sector growth..same as when display was the thang..which didn’t pan out as anyone expected. Company presentations and Cavendish note rely heavily on such industry wide research pieces and it has a place but it does not give any clues on how Nanoco itself plays a part in it any such growth ..repeating that STM went into a joint development agreement with Nanoco because they want to make money from commercial volumes from SWIR sensors does not provide a roadmap as to how Nanoco do.

Since it is open that STM is the development partner and customer and that stm have produced demos and papers on using CQDs in achieving enhanced performance ..its difficult to know what the commercial density clouding any detail is about. I’m sure competitors such as Samsung Sony et al will be more than aware what is in STMs film and in what sensors. It’s hardly top secret…also if as i understand it Nanoco are free to sell Gen 1 materials outside of the STM agreement so you would have thought getting publicity on the efficacy of the wares might have been a rather good thing ??