Member Info for amerloque

Amerloque - 191088 @ .290168p avg

Thanks for the support, ddubya. Gigawitty has shown his true face.
Color him Nigwit. Because he called me a four letter word, I am sending him to the trash along with his brothers. These past months with the *wit family blocked out have been enjoyable. I would recommend it to everyone.

Help me understand, Gigawitt, why acquiring shares in a company with a recent $7-$8B drop in quarterly profit would make sense. It appears that you learned how to read balance sheet from your twin, who once advocated buying now defunct Quantum Materials (QTMM) shares.

Halfpenny post is on ADVFN. although many posters have mocked Halfpenny, he now seems to have had inside information or psychic talent.

1) The following 7/1/23 Halfpenny post excerpt may explain Lombardier's and RG' reason for selling at low prices:
"Guys, you miss the point of the Deal. Samsung will buy a substantial stake in NANOCO thereby having control of Sales and future product developments so they are ahead of competitors. PLUS, an undisclosed Payment to NANOCO. (400 million) happy days.

"This is why CEO said Deal would be Transformative for NANOCO.

"RNS expected next week with Deal agreed. Then we will see a price of 125-200. Some say higher 300-500. With one-off payment (400 million which is peanuts for Samsung).

(2) Samsung would thus acquire partial ownership in Nanoco and drive sales and development. Despite increasing the # of shares, Nanoco's share value should far exceed values previously suggested. Samsung probably has massive development plans.

3) How does this explain Lombardier and RG selling shares? Answer: If they knew of Samsung's plans, they might be willing to sell shares at lower prices, recognizing that fewer shares at much higher prices would produce much higher initial profits.

4) Nanoco must ensure that Samsung cannot gain controlling interest in Nanoco. An investment in Nanoco is acceptable, whereas controlling interest is not.
5) If Nanoco is smart, they should also be considering multiple possible investors (STM, Sony, ?).

Good point, Dwstudios! If Samsung added at least a 1.5x willfulness award, I would willingly forego admission of fault.

On a related manner, Samsung's ~$7-$8B quarterly profit drop plus increasing dependence and quantum dots might put more pressure on Samsung to reach an equitable settlement.

Perhaps, someone with legal background can clarify the 'No Fault' aspect of the current agreement. I suspect that a defendant would never assume fault under a tentative settlement sine the trial would continue a later time. Is it likely that 'fault' will be reestablished in the final settlement? A large global settlement would seem to constitute admission of fault.

@nanogeddon: STMicro revealed the VB56G4A advanced global shutter image sensor in April, 2022. I doubt that STMicro would call the earlier sensors 'advanced', even if they incorporated global shutters. SOC (System On Chip) is an integrated circuit that integrates most or all components of a computer or other electronic system. I could be wrong as
to advanced sensor capabilities. We will know more in the next few days. If I understand correctly, STMicro's SOIC technology component stacking and variable chip size should enable rapid production adaption to new design needs.

Take another look, Nanonano. I may be wrong, but the SOC design and inclusion of a global shutter strongly suggests that this is a very advanced design.

https://www.yahoo.com/now/stmicroelectronics-eys3d-microelectronics-showcase-collaboration-140000107.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAAP_Ndr_Y1fdnyJ8wS0ywVCvfYxplgRP9A52nbZKrXhA6eYozJ3gfhQAzNoa7kFTBACOjIkkGtlBMVzQ5nh_N2fL6fUq0N7b5IydEghwgM-bmWE17hZJF1Ks7B9EYRY32HyZ_GggOEqznhvXqhVRgnZ82zhZywWgEzD4y9VQICD7

STMicro is demonstrating infrared vision at CES. This should produce new sales. Hopefully, it still uses Nanoco Heatwave.

I concur, LordWM. I have enjoyed the general tone of many contributors who have often provided substantial history, thought and research. It is possible that Nanoco's legal team may even benefit from some small part of this.

Happy New Year to all!

What is the link for following the Nanoco Samsung trial in some facsimile of realtime?

https://work.chron.com/facetoface-negotiation-advantages-3209.html.
Your question surprises me, Sammy. You just screwed up (haha) and gave me a soapbox.

I have found that most successful negotiators prefer to do so face to face. Reading customers has often been Nanoco's most serious past failure. Poor sales skills made things worse. Edelman fallaciously believed that scientists are more suited to running a company than are business and sales people (thankfully, BT has business expertise). When Nanoco did finally hire an executive sales people, they chose someone they hoped held influence over customers. Never forget that a good sales person's most important skill is the ability to read customers. Still, DOW and Samsung were not closely managed. I suspect that more frequent face to face involvement might have helped Nanoco recognize their intentions earlier.

As discussed, BT needs to be at the trial for mulitple reasons. There is another possible need for his presence--negotiating new deals. Companies dependent of future supplies of CFQD or Heatwave products would do well to lock in future orders ASAP. It is likely that Nanoco have already begun negotiations with multiple companies and are awaiting trial results to finalize agreements. No company or prospective partner should risk being left out in the cold.

Many countries will require interior monitoring in 2024 cars. Since many 2024 cars hit the market in 2023, it is likely that STMicro will begin producing image sensing products in 2023. Hopefully, they will utilize Nanoco technology.

Thanks Nanonano and Bonzoful. I had forgotten about the AGM. good to know.

I am happy with the trial date, but disappointed at revenue expectations. Where is the predicted visibility this quarter? Has trial delays impacted visibility? I would like to hear from Nanoco.

@sammy88: Your input and opinions are greatly appreciated. While your legal knowledge and opinions have clearly improved this blog, your relatively recent involvement may limit your ability to recognize fully the totality of Samsung's egregious behavior vis-a-vis Nanoco, which has been fully documented in past blogs. As you say, "BT...has consistently talked about being satisfied with a fair value settlement and a settlement requiring compromise from both parties." While he is obliged to appear reasonable, I am certain that his view of "fair" is light years from that of Samsung. Nanoco has demanded fair treatment for many years, to no avail. Compromise will eventually occur, but the right to define 'fair' now belongs to Nanoco, at which point compromise can begin.

Sammy88: It may boil down to Nanoco's cards and expectations. If you were convinced that 3x willfulness on top of a very large award is highly probably, would you settle for much less?

Do not trade 'at market' on OTC!! The Market Maker will give you a horrible price!! Protect yourself by always specifying a "Limit" price.