Member Info for Basscadet

I'm counting the LC-70X500E out for NANO as I can't find mention of QDs anywhere.

Sharp launched the first 8k TV globally yesterday with the LC-70X500E. Other brands are expected to launch at IFA in August so I guess that's the timeline. We just have to hope that a lot are using the AUO panel. Sounds like LG have an 8k OLED ready to go as well. It will be interesting to see if they can put it out at a competitive price seeing as OLED is supposed to get harder as screens get bigger.

So far anyway.

True BtB but as the first display on the market that we can be confident has NANO dots it's an important milestone. However, I'm never 100% sure about what these Chinese sites are saying. If customers can order them now it's great news.

More great news. Thanks Eskers.

I don't think there will be one on milestone payments alone. There might be if display sales take off but as of now I'm still pretty sue we have no display products on the market.

Could be ddubya. Certainly heartening to hear that it included companies much larger than Nanoco. Sounds like we've been punching above our weight,

troublesome, I assume that listing Nanoco's competitors to the tender would reveal too much information about the work involved.

I was interested in what exclusivity was built into the contract. We could have been held to supplying a single narrow product line. This news in encouraging in that it seems the partner's ambitions are not limited in that regard.

Great news!

It's just the way he says it wellwell and I assume he'd be choosing his words carefully. Can't be sure no but in this game it's best to base one's expectations on minimum guidance.

Crikey. Is this a genuine publicity blitz! Comforting to hear reassuring words on funding but nothing new to be honest. Missed that there would be another tax payment this year. So at full year results assuming nothing changes there will be more like $6.5M in the bank rather than the $4.9M I mentioned in another thread.That does look better and includes nothing from the new partner (- costs). Spinning off Life Sciences sounds like a good idea. Commercialisation in the medical world takes a lot more investment and a different skill set as ME says. Emphasises no TVs this year though. Display income will come from monitors.

Boring stuff like the electricity bill and paperclips. I'm sure not significant but stranger things have happened. Overall, like everyone on here seems to be I'm excited by the prospect.

Sorry, yes staff costs but also operating expenses for the site expansion (may or may not be included in the CAPEX) and costs for any research that still needs doing to get these particles ready. Research costs I think would go to Nanoco with them owning any resultant IP but there maybe specifics around it in the contract with some or all costs being covered by the partner and some ownership going to them.

I don't know either way what will happen at the moment BBD. If the uncertainties were removed I'm sure the SP would be a lot higher. I'm prepared to bet they will be removed to our favour by owning some shares. That's about all I can say for sure. I don't think the new contract is a magic bullet but it sounds very positive. I'm also not very worried about execution risk. The company's been around for 17 years developing nano particles and industrialising the production process. I'm willing to back the fact that they know what they're doing.

Yes BBD 'if'. I'm not saying that will happen and don't think it will but if it does then I think they'll be fund raising around full year results. I'm confident display revenue will rise but only when there are product launches. Let's hope they come soon. I'm not with NigWit in thinking we can rest easy in our beds yet that the new partnership will be cash flow positive this year. I've seen the CAPEX OPEX thing before. NANO will definitely have costs. What we can take comfort from is the language of the board and in the know company brokers. They are using the right words and I would hope Peel Hunt have some visibility on the contract so I'm confident it is. We could do with more concrete info but it doesn't look like we'll get any until the results. Assuming worst case on display but new contract providing financial cover that just leaves execution risk on the contract.

Hi BlahBlahDoh, I was also concerned by the numbers in the report. If we look at them there's $9.64M in the bank including the owed tax credit. If spending and revenue remains constant that will go down to $4.84M. Although the company say they will be funded until the middle of next year they will have $0.4M left! I'm sure they will look for more funding when they get to $5M or, in time for the full year results. The new partnership will come with new costs as well as new revenue. I will also be encouraged by product launches that will increase display revenue. So will upfront money for the contract plus revenue from display sales minus increased costs reduce the $4.8M loss? I don't know. Peel Hunt's and Edison's numbers are easily enough to do so though so I see both sets of analysis as positive.

My money moved to Nvidia (for what it's worth) after the reveal that it was for vehicle sensors given the work on BFGDs and 4k monitors.

Thanks all.

Excellent. I've not kept up with this one. Can anybody explain the current state of research regarding chances of being Nanoco's dots please?