Member Info for amerloque

Thanks, RC30. I can't keep up with Dow. I am still confused as to Rohm Haas' relation to the South Korea QD plant. I even question whether this plant is still producing Nanoco QDs. As someone mentioned earlier, there is no recent evidence of Dow paying royalties to Nanoco.

Makes sense. Rohm Haas, part of Dow, owns the QD plant in South Korea. Dow reaches agreement with Nanoco to expand the Runcorn and Manchester sites, then sells the Rohm Haas division to Kangde Xin. Rohm Haas, with 16,000+ employees, could be worth around 2.1B. If Nanoco were to agree to this, one would expect them to receive increased payments. Perhaps, Dow's funding of Nanoco's expansion is a condition of the agreement.

The partner could be Nokia (a NYSE listed company), who is a leader in graphene research. The market could be biosensing and chemical sensing, possibly even in clothing. In 2013, "Nokia was one of the recipients of a $1.35 billion grant from the European Union to do research and development on the supermaterial over the following 10 years." Recently, "Scientists from IEMN-CNRS, Graphenea, and Nokia have demonstrated flexible graphene transistors with a record high cut-off frequency of 39 GHz. The graphene devices, made on flexible polymer substrates, are stable against bending and fatigue of repeated flexing."" "The use of such sophisticated and optimized materials leads to the record high frequency performance as well as stability against bending. The GFET reportedly continues to operate even after 1,000 bending cycles and can be flexed to a radius of 12 mm with a cutoff frequency shift of up to 10%." Note that GFET appears to be crucial to biosensing and chemical sensing applications, which would have a huge market. .

Lots of engineers on this site defending the indefensible. Look at the results thus far guys.

Nigwit: Motley Fool has had enormous success over the years and is respected by many. Perhaps you can identify market analysts who have expressed high regard for ME. Despite their low opinion of ME, Motley Fool analysts are not disparaging Nanoco, but are taking a 'show me' attitude. Seems fair. Your comment regarding "slick salesmen" demonstrates naivety regarding sales. Top sales people act as high level consultants who are able to understand the prospects business needs, accurately match a product's benefits to these needs and then conclude a win-win proposition. These are skills that engineers often lack. Selling a bad fit is counter productive and the worst possible thing a company can do. The Dow agreement, for example, was not a win-win proposition.

I simply restated what top analysts are saying. Institutions need to have confidence in the leadership, and this confidence is lacking at the present time. I believe in Nanoco technology, but am convinced that we would all benefit if Nanoco replaced Edelman with a strong CEO who is forthright and understands the importance of setting and meeting milestones. While some may feel that comments such as these hurt the share price, please understand that I only care about the long term success of Nanoco. Until proven different, I have a very low opinion of Edelman.

Daltry: Valid observation on all points. Normally, the CEO is the most important person in a corporation, and the very smart people at Motley Fool rate Edelson a "0". However, Nanoco has continued to build a strong technical foundation despite weak leadership and is likely over the hump. This retracement was to be expected.