Member Info for BlahBlahDoh

Congratulations to everyone here. Probably the most informed board on LSE. Well done to those who predicted a settlement, I thought it unlikely. I was wrong - me too! The market seems to be predicting a low-ball figure, but we'll see about that, and as some have pointed out, it's the ongoing business which has been vindicated, that should be the most important aspect for LTHs.

It grates somewhat that the malicious thieves at Samsung are able to buy immunity for their harmful criminality, and I still think the incredible story here would be a good basis for a book or film, notwithstanding the restrictions of any "no fault" settlement. Let's face it, pretending there is no fault here is utterly mendacious, like the old religious scam of selling pardons for sin.

As a pedant, I'd just like to add that using the dismissive pejorative "troll" underplays the role companies like Solas play in the landscape in which Nanoco operates. The PTAB, for example, has undergone major changes of direction due to legislation attempting to level the playing field and curb the excesses of exploitative patent chasers. This makes Nanoco's 47-0 win even more impressive, imo.

Delirious. Careful observers will have noticed I was expanding on your point, not just correcting it's misleading factual inaccuracy, so I expect, as a fan of discussion boards, you are also extremely happy: dancing around your laptop, I imagine? Solas would no doubt defend their business model as being legitimate, characterising it as protecting IP, and pointing to successes in court as showing who the real bad guys are.

Solas is also a "practising company with staff". The difference is in the nature of the business. Solas's business is acquiring and attempting to monetize inactive patents by convincing large companies or courts that there is an infringement. The activities of companies like Solas have been used as an excuse by large tech companies, when "lobbying" politicians, to weaken patent protection across the board, allowing them more scope to exploit small inventors like Nanoco. The other big difference in the cases is the presence of an independent financial backer

Nothing we can do about it? We can stamp out tiny feet and pout Sir! And we will do! The suspension over a potential suspension is making bums squeak, and no amount of Neflix can quell that. On a point of order, we have left the EU, so Que Sera Sera no longer applies - new rules are to run around like headless chickens on an ice rink, then sack the prime minister.

Scinv_temp, I think you may have forgotten to thank Ricky for correcting your embarrassing error about the timing of Omicron challenge studies? It's important to thank people who add to the understanding of the board by calling out misleading and ignorant posts. It would probably also be wise to desist from calling other posters "morons", and to stop fantasizing about Moany Man in a cheerleaders outfit

Even the antigen tests work, as thousands can attest, and PCR is more accurate than them. The earth isn't really round though...
it's an oblate spheroid

Trading statement due next Tuesday (10th Jan)
Last years triggered a massive fall after results slightly below expectations due to a range of issues including supply chain problems and delivery costs. We've only seen a partial recovery from that, with the current SP less than half what it was then. A lot of that is due to continued uncertainty over the implications of the court loss.

Not sure what to expect, but hope for another solid quarter and an attempt by management to clarify future prospects convincingly.

The author of that article points to the Apple Worldwide Developers Conference as the logical venue for announcement of the oft-delayed headset. The WWDC is scheduled for June, so January seems somewhat unlikely, if not quite impossible

"Reasonably accurate apart from saying Nanoco is an AIM company. "
It is remarkable how often that falsehood is repeated. Easy to check, yet apparently neither the journalist or editor could be bothered? You wonder why they even include the information - it's hardly crucial to the story.

Posted on behalf of cantankerous old farts (COFs) everywhere: the answer is blowing in the wind

"BlahBlahDo we need your estimate of SP after Texas please."
Really? Gulp. You are probably better at judging that than me Nanogeddon. Let's call it a guess rather than an estimate! "after Texas" could mean after settlement, appeal, first trial, second trial, etc. but I'm going to assume you mean after a jury decision released soon after the January 6th trial (due to end 12-1-23, I think?). I can envisage the price shooting up to the high 50s based on my optimistic expectation of a substantial award, then settling down into high 40s, because it would be further validation of this specific technology, and of Nanoco's business generally, and a considerable lengthening of the cash runway. If a commercially operating license also emerges, the SP might settle somewhere in the mid 50s for a start, and perhaps build gradually from there? These are vague guesses based on how I think the general market and market makers will react, based on their perception of potential profitability and certainty. Strangely, the market rarely does what I think it will, despite years of yelling at it, quite vigorously.

Timing does seem to be S's remaining potential leverage to minimise the price of using the technology. Nanoco should be confident of raising that price from S's initial valuation of zero early next year, and thereafter must be hopeful of bending or snapping the lever of timing by getting enforcement internationally, under penalty of court sanctions

Why don't we send BT there in a box, along with something which may, or may not, kill him, like Schrodinger's cat. That way he can potentially both be there and not be there, satisfying both sides of this riveting debate

Even sharper decline now, some throwing in the towel. Revenue trajectory ought to be good, but management failure to make any comment to stem this freefall suggests either a lack of confidence, or complete indifference. Market seems to be anticipating severe disappointment coming. Communicate Creo!

Share price is now about half what it was 5 years ago. The last 8 months have been uninterrupted descent. The management silence on dilution has clearly unnerved the market - better bite the bullet, boyos, or should that be "lance the boil"?

Sorry, correction - £122 million is the value of the deal for ALL of Crestchic. Rockwood only holds a share of that, so maybe £10-12m is closer to the mark: still representing a massive chunk of their market value.

The Crestchic takeover, assuming it goes ahead, theoretically releases £122 million in cash for reinvestment in a depressed market. Fabulous position for Rockwood. Get in!

The two (soon maybe 3) successful bidders have all paid (will pay) the same price, so high bidding hasn't really given businesses any advantage, apart from an early launch for MTN. The two market leaders will potentially now dominate the market even more than before, which doesn't seem great for Nigerian consumers. This kind of unpredictable government shenanigans is a discouraging aspect of operating in Africa, but AAF management and it's Indian majority owners seem to have a good grasp of the situation and of how to navigate choppy waters - parent company Airtel has faced similar challenges in India.

The recent behavior of the Nigerian govt. is what has suppressed the SP, imo, because it is their largest and fastest growing market. Despite this, a likely continuation of strong underlying growth may force the SP back to a rising trend fairly soon, imo.

Who are "they"? Some imaginary foe of yours? The person calling for the vaccine is Professor Adam Finn. Since he has spent his life on this work, who are you to question whether he "cares". What difference would it make for him to go to Dover and test migrants? That seems like a silly and impractical idea which you haven't really thought through properly. You seem to be making a weird, deranged link between migrants and dead children based on nothing but bigotry and xenophobia. Perhaps you were just attention seeking? What exactly is a "medieval" disease? This one is obviously contemporary, as it has killed children very recently, as you may have noticed from the post or the link. You seem to have nothing useful, interesting or entertaining to say. How sad for you, and for anyone reading the board.

Does anyone know if HVO has had any previous involvement in Strep A work?

Infectious disease expert, Professor Adam Finn, is calling for development of a Strep A vaccine, after 4 children died: https://www.youtube.com/watch?v=4-l_v7dWnHI