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... and the counterpoint ... https://www.techradar.com/reviews/asus-rog-swift-pg27uq

Yep. The previews are starting to roll.

https://www.techradar.com/reviews/acer-predator-x27

I don't think they're Nanoco's dots for reasons already stated. It's just the wrong price point and feels like an odd product. If they are our dots then I would think they are actually through Dow. Nanoco 'working with' means absolutely nothing in terms of individual product lines. I'm sure Phillips are 'working with' every supplier. On the other hand it is interesting that Nanosys don't make the direct claim they are supplying the dots. Maybe this is their way of bypassing an NDA?

Yep this is finger in the air stuff. Shift work takes us up to 1000kg or 1M m2 a year. Which, using Edison's estimate �37 a m2 is $37m revenue. If that was stepping up with 9 - 6 months left. If they hit that with 6 months to go they will get to around �18m display revenue in the second half. I think that's pretty far fetched. If they are on a slow ramp up to the end of the year they may hit Peel Hunt's target of �6M ish. That's if the hiring wasn't for the new contract of course.

This is an interesting discussion. I reckon these launches are a very important milestone. Firstly, they are the first display products I know for sure contain Nanoco's dots. I forget how though. Just got the 'yes they are' switch turned on from previous research. ... and secondly, they will set a quality benchmark others are going to be clamouring to catch up with. Early indications imply a step change in image quality and performance over existing technology. They are very expensive though. It will take a �2,500 PC minimum to start getting the best out of them. I don't think 5% of gamers can afford �5,000 Mars1. However, don't count out AOC. I definitely saw a release schedule that had all 3 monitors launching around the same time. I don't think we hear much about the AOC one because it's China only. So let's conservatively guess Nanoco pulls in �0.5M from this. NVIDEA's BFGDs are not going to be far behind. I think they will cause even more of a splash. They are also bound to very expensive but come with added living room appeal and more inches. I can see them doing better than the 27" monitors but let's say �0.5M again. NVidea's next gen 1180 specs just got leaked (pinch of salt). It beats a 1080 Titan. That should bring our monitors towards the mainstream, especially if they get a price drop at the same time, and sales should take off. Then comes 8k TVs. I'm starting to see where Peel Hunt get their revenue guidance from. We should be there or not far behind with a great launchpad into 2019. All it would take is a more mainstream 4ker or two in there to start hitting really good revenue. Or, heaven forbid, Dow figuring out how to sell a few.

I have a first generation LG OLED TV. It started to burn in straight away. On the first day. It was very noticecable but due to the fact I was trying out all the settings. Reducing brightness and avoiding the more cinematic picture options rectified the problem. Thankfully I caught it in time and have had no issues at all since. It being several years later now. The picture is much better on muted settings anyway. Incheon airport must have that TV on stupid settings. However, no burn in at all on QD screens is still a considerable advantage if all other areas of performance can be brought up to comparable levels.

It doesn't contradict it either. How many units will that require? New recruitment means they are going up to 1000 kg a year for shift work right? That would be a huge leap from the 200k revenue in the last half and beyond the profit expectations of our house brokers. It would indeed be welcome but the only piece of evidence to support it is that the job adverts you guys found were for 'shift' chemists. However, there's nothing to say this new production line doesn't also need shift workers to meet expected volumes. Unless you're talking about the direct reference to Philips? I also don't think that monitor is using Nanoco dots. The price and specs don't seem right.

Could be for our US chums.

Think you're being too pessimistic about display BTB. Our products aren't expansive because they use Nanoco dots but because AOU have decided to incorporate them into their new high end production lines. It's frustrating because they then go in products OEMs approach as perfectionists which take ages to get right and also results in high prices. AUO are probably doing this because they're looking forward to the cadmium ban next year and want to be in position to be no. 1 in the hot tech at that time. In the meantime OEMs can still use old production lines to get quick cheap products out. That Phillips monitor looks like a real odd ball pushed out for console gamers. It doesn't have anything like the specs the new Asus and Acer ones do. They're not expensive because of the dots. They're expensive because they're G-synch compatible and 144hz and HDR and WCG and 1000 nits and FALD. Same with TVs. Every OEM seems to be sorted for now for 4K but it looks like they're all running to AUO to supply their 8K panels which also appear to have Nanoco dots. The way things are panning out sales will be slow this year but we should hopefully become the quality brand next.

Fingers crossed as IQE went up to over a billion market cap. That would put me in happy days territory. Nothing can be assumed at this stage though.

Correct wellwell. GBP is better than USD. A happy mistake for me to make. I don't think we can assume anything about future payments though. Certainly �2.6M by this stage is much more than I was expecting. I was thinking more in the 100ks. These are unusually positive sums for a joint venture starting from scratch. Whatever the product line under development our partner is very keen and has deep pockets. I'm happy finances are now secure barring any huge rise in costs for some undisclosed reason. No reasons to think there will be.

$1.8M is much more than I expected from a milestone payment! :)

That is a cracking preview.

Just stated, "Focused on regaining momentum in the LCD business by using new technology such as quantum materials." TV was on as background noise so exact wording may have been different. Still, interesting that such a large company would choose to highlight that point in what couldn't have been much more than a minute long interview.

I agree. Otherwise the financial part makes no sense whatsoever.

wellwell, If I had a � for every time I've heard a CEO say, "We have no plans to raise funds," Only to to followed by a huge dilution event I wouldn't need to invest at all. I'd be very very rich.

It's all happening at Nanoco! A few observations from me... - This is long term. There won't be any commercial success for several years. - We don't know what materials are under investigation. The isolation of graphene has been quickly followed by the modelling and demonstration many other 2D materials in academic institutions that in various scenarios have more promising properties than the wonder material itself. - �400,000 is peanuts. I would guess Nanoco is contributing a fair whack as well. Especially to keep the subsidiary going in the loner term. I guess this money is just a way for Manchester Uni to keep a stake which is totally fair enough. Assuming success we won't notice the resulting dilution at all. - Competition will be intense. Success is not guaranteed. It feels like we wake up every morning to another story of some team at some university finding a new way to cheaply produce graphene. Last one I read about was about MIT using copper rollers... https://www.techradar.com/news/mass-produced-graphene-mit-may-have-cracked-it - If successful the rewards will be massive! On balance I come down on Nigwit's side regarding canabilisation of Display. After the company added the risks of becoming a one customer company and our US chums pulling resources from Display it's feels right to put some Chinese walls up between the teams. One point of confusion. Will the new subsidiary be doing the US work? That is for novel 2D nanoparticles isn't it but the RNS states that the new subsidiary will be working on particles that can't currently be produced in industrial quantities. Overall, it's heartening to see the company has concrete and exciting long term plans beyond current target markets. BtB, I also agree with NIgwit that milestone payments are for pre-production. Based on the wording used by the company and house brokers they will put us into the millions of revenue for end of year thereby avoiding the need for any new funding. This is on wording used though and nothing scientific. I wouldn't be surprised if I was wide of the mark on that.

Good day today alright :) So far anyway.

The following Techradar article makes a couple of interesting points... https://www.techradar.com/news/do-we-really-need-8k-tvs-yet 1) The LC-70X500E needs to have 4 HDMI connections to use an 8k source and 2) 8k screens need to hit 100 / 120 fps to prevent motion blur. Both mean we are probably still a long way off from having decent 8k native content. The brand with the best up scaling will have a considerable advantage. Looks like Samsung is making the early running by using AI. Fingers crossed the article Eskers found a few months ago stating that Samsung and Sony would use AOU panels was accurate. Also good to know, from the work done with NVidea, that the panels AUO are producing using NANO dots can run at 144 fps.