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This is just a buyback in tender offer clothing.

I’m not sure who 24p appeals to in honesty. Certainly not LTHs, not even traders. The premium is laughable. If they were serious about attracting any sort of interest in a tender offer, they would’ve pitched it closer to 30p. The tender offer is simply there for the optics. ‘You have a choice’ etc.

If you believe the narrative of commercialisation (and let’s face it that’s not a given) then you’ll be holding onto your shares because they may be worth a lot more than they otherwise might have been without the buyback.

I for one absolutely disagree with res 2. I think enough money has been extracted at the expense of shareholders and voting against res 2 means that board and shareholders are better aligned. Res 2 makes this whole operation an options massaging event.

Agree Morbox. It’s a no from me.

Don’t see how nearly 40% was consulted when so many shares are in the hands of PIs

As Nanonano alluded to before, the settlement and commercial prospects are most likely linked in the sense that the settlement underpinned the company for the projected commercial runway. However, it is becoming apparent that the commercial timeline is perhaps not running to schedule.

I’d much rather they update the market to such an effect rather than this radio silence, if that is the case…

Haha very good Troublesome 😉

My biggest concern is that they use the distribution to mask and fudge because ultimately the market will see right through it and it’ll only hurt shareholders in the long run.

As I’ve said before, a straight divi is bullish. To the board: accept the cratered SP as a reflection of your mismanagement of the company and rebuild from there. I think that’s the only way to properly signal to the market you are backing this company to grow, and most LTHs, especially ones who have been in it for years, will be prepared to hold to see that through.

This company and its shareholders don’t need the board protecting their little Fiefdoms. They need the board to commit to its own narrative of commercial viability by accepting the (what should be) the tempoeary dip in the SP ex div.

I see something in what you say but the truth is we are all speculating in this vacuum.

I don’t give the current leadership much credit, but I’m sure even they realise that drifting delay on concluding a painful and disappointing chapter of Nano’s dealings with Samsung is hurting sentiment, and their viability as a leadership, far more than a few quid in interest will benefit.

Well I suppose the sliver lining is that whether or not they are in the AVP there is absolute 0 speculation baked into the current SP!

Let’s get some perspective here. The guy is raking in 25k a month pre tax. In a majority PI owned company. If he can’t get his act together and respond to PIs, you know, the ones paying his wages, or at least get someone else to do it, then to me that seems a dereliction of duty.

This delay and radio silence is incredibly frustrating and a sad indictment on the empty words of improving comms.

Final litigation funds were received 24th Jan, for me ‘shortly’ will no longer apply once a full month has elapsed, that leaves today and tomorrow. If there’s still nothing then I’ll be in touch with investor relations.

Really appreciate your time and insights nano, thanks!

Are you still of the mind our dots are in this thing nano?

Great insights nano, thank you.

A quick question on the whole idea of the sensors sitting behind a ‘firewall’ why do you think this particular bit of tech would be singled out to be protected from a tear down ?

Thanks

I think you also have to take account of the options. A full blooded divi shows bullishness that the SP will recover. Anything else is just posturing and/or SP preservation which will be sold into and ultimately won’t return value to long suffering holders, because it signals directors putting themselves first.

NGR that’s fair enough and I do remember you were one of those who urged caution.

But there’s no point still poring over the settlement. I’m hopeful that the divi and the re rate will bring fresh eyes to observe the nano case.

Question is, will we ever know if our dots are in the VP?

FH this is why I want to see a divi as it’ll just wipe the capital from the SP and really expose how ludicrous the current valuation is…

I for one have enjoyed Daz’s enthusiasm, even if it is at odds with the mood music in the room at the moment.

There is cause for optimism with the company. I don’t think it can be overstated at the moment how attractive being so cash positive is to any potential customer. This is our edge against competitors so it’s a critical time for the company to grab market share. I’m fairly convinced by that last RNS that they’re positioning themselves well to exploit this advantage and to fire up RandD into the next gear.

I just want the divi, we can all move on from this chapter and look forward to the next. I think the re rate that would occur from the cash being divested will put into sharp focus how ludicrous the current valuation of this company is.

One hurdle cleared then Daz! Thanks for sharing.

FH you can be a NED on more than one board…

Well well well…