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Even the company itself gave up on horticulture when LED technology advanced. Why do punters still imagine that nanotechnology has anything to offer in this area? LEDs have become cheap, effective and tunable. What value does nanotechnology add? There is zero evidence that it can improve yields or reduce costs, so what else is there that dreamers think it can do to turn a profit in this market? What do they see that the company doesn't? Is there a single vertical/indoor farmer who now use anything other than LEDs?
There are no doubt many applications for nanomaterials, but let's be realistic about which ones are viable, and also about the potential revenue from any of them - years of experience have demonstrated that it is far less than previously hoped for.
Intuitive reported revenue of $6.431B last year. Estimated global market for surgical robots was $8.5B. That works out at 75.7% share of total revenue - extremely impressive, although substantially less than "over 90%" in terms of revenue.
If they are interested in taking over CREO, they have shown no sign of it so far - not participating in the fundraising, for example - but it should be noted that they are really just evaluating the usage of CREOs tools at the moment, if they like them for any specific application then the uptake could be swift and dramatic. Also, although huge, they are not the only big player in this area, and there is at least one smaller, nimbler rival who also have a contract with CREO, which could lead to big European sales. On top of that, the global market is predicted to more than double over the next four years.
Some good reasons to be positive on this stock, with the usual cautions and awareness of recent CREO history and disappointments.
Long term holders have been shafted by misjudgement, of course. If they had fundraised when it was obviously needed, then the long SP decline and heavy dilution could have been substantially reduced. The fundraising issue was highlighted on this board long before it destroyed 90% of shareholder value: if we could see it, why couldn't the people who are paid to?
Hi 1eyedman
Before the fundraising in Feb, there were 180 million shares in issue, so at £2.20 the MCAP would have been approx £396m. That seems to demonstrate the potential for this to go much higher if the revenue numbers are pleasing.
Those who bought at 20p got an absolute steal!
I would have thought the obvious conclusion from the trial outcome is that the potential of Nanoco has been vastly overestimated and hyped. They not only conceded rights to the key display application for a tiny fraction of it's supposed value, they were also forced to sell off other IP for a very modest lump sum. Just one-off settlements - a dead end, not a business future. They didn't fight either of these sales, they welcomed them, giving a sobering lesson in the real world value of their offerings.
Surely it's much more than an "accountant moving figures around"? They are saying the cost of delivery has turned out to be less than expected, which effectively means an upwards shift in margins? Looks like they are hammering home the inflection point from product development to profitable trading which is happening about now.
MCAP is only £88.6M, so it's a confident punt, if you'll pardon my language.
Presumably institutional: Cannacord or M&G maybe?
It's HBO Max doing the Harry Potter TV adaptations, btw, due to screen starting 2025/6:
https://eu.usatoday.com/story/tech/reviewed/2023/04/19/harry-potter-tv-series-max-everything-we-know-so-far/11687365002/#:~:text=Warner%20Bros.%20Discovery%20has%20officially,that%20arrives%20on%20May%2023.
Yes, it's going to be one TV series per book, so effectively a decade long promotion for the books.
Results show outstanding performance, yet again, and a proposed 10% increase in dividend. Wow.
Great news for CREO that their microwave ablation tool has been used against lung cancer lesions for the first time on a patient. Apparently this trial has been made possible by new screening techniques, a game changer in the fight against lung cancer. Potentially, this technology could obviate the need for chemotherapy and radiation for some patients. Congrats to all involved, especially heroic doctors at Royal Brompton Hospital
Spot on Maddox. Pretty bouyant. Remarkably, the all time high occurred more than 23 years ago, during the dotcom boom: £9.3074 (Feb 9th 2000) - are we nearly there yet?
Sorry 1eyed, I completely missed that, even with two good eyes ( :
Yes, long termers here are possibly underwater and 'waving', but for new investors it could become a shiny speedboat
The significance is how they've gone all in, very quickly, clearly seeing CREO's system as MUCH better than old methods in every respect - so not just a buy, but ongoing revenue. Assuming they successfully save money while improving patient outcomes, it seems like a no-brainer for lots of others to follow fairly swiftly?
That's tough OWLS, seems like you bought near the all time high. What could possibly go wrong, eh? At least you recouped most of your losses, plus a decent dividend. You may have got out a bit early, but probably just happy to see the back of this one for now (:
"multiples of the market capitalisation" was obviously untrue. Pretending otherwise seems like a weak, if not disingenuous, argument. It's not normal management-speak, it's specific quantification
That report is "issuer paid research", i.e. paid for by Angle, not an unbiased, independent assessment. Posting it without that caveat seems misleading, but presumably unintentional?
When someone responds, it's a basis for discussion, but when they just ignore you and instead indulge themselves in random predictions with no reasoning or logic, it makes the board dull and sterile. It makes you wonder what their motive is in posting here, because it's obviously not discussion
Are we having the annual offer rumour? Maybe Prudential want us back? A good fit for rapid expansion from their Asian base, with outstanding opportunities for cross-selling to an ageing population? ( :
@Robina. You imply that AAF is in a bad business sector and operating in the wrong region. So did you inherent these shares, or perhaps pressed the wrong button by accident when you meant to buy a diary? If so, there's not much point making cryptic comments on a discussion board, you may as well just sell up and buy a stock in a sector and region you actually see value in, or maybe a calendar?
I don't understand your reasoning, Robina. The attributes of the industry are no different from when you invested, they are intrinsic, not reasons to sell now. The pundits give reasons for their optimism specific to the stock, so if you disagree you should have solid rebuttal points, not vague suspicions. "Where it operates" is 13 different regions, more if you include the parent company, and it's the fastest growing population on the planet - most investors see that as a positive. If you see it as yet another vague, unspecified negative for some reason, then it seems odd that you chose to invest here, given the vast choice of investments available. Stocks go up and down for many reasons. Selling when they are down doesn't seem like the best timing, unless you think they are a basket case. I'd suggest there are obvious reasons why they are down now, very little to do with costs or geography, and obvious reasons for positivity too: just look at the growth and the dividend.