The latest Investing Matters Podcast episode featuring Jeremy Skillington, CEO of Poolbeg Pharma has just been released. Listen here.
Badlands, you have exactly the same logic as I do, but I believe, IMHO, that this does have a way to go yet.
Noting that Nano was £1.86 back in 2013 when the Samsung discussions were happening back then, since then Samsung have sold 26m TV's globally with the Nanodots.
I'm now 300% up, and I'm still holding, and so is every LTH who has known the business for many years.
Read the Nano LSE board, there are some very clever people on that board who are extremely knowledgeable , both in court cases and CD Free quantum dots.
This week (Thurs/Fri) is the judge banging heads together week.
Then, if that doesn't work, then it's the court case 12th Sept, or one week.
So either a settlement this week, or beginning of next week, or court case outcome on 19th Sept.
Now being slated as potentially the biggest Patent payout ever.
26m TV's, anywhere from $14-$18 is lower end for missing licenses x 3 for wilful infringement + minimum 26m TV's for the future total 104m x $15 = $1,5bn, or $5 a share (£4.20 ish)
Don't forget, in 2013 we were at 186 (re-adjusted already) on the back of all the positives.
So £2 a share is not exactly an unreasonable expectation noting that if we had signed the deal with S we would have been high back then.
Never seen this before, but anyone interested in the "charts" I think they say it all.
A 100% buy, with a 100% upward direction.
https://www.barchart.com/stocks/quotes/NANO.L.IX/overview
I thought I would change the starting lyrics, as obviously we are destined to be piiiissssed off more and more by this fccuking share
liquid..........well sssshhhhiiiitttt....... You are absolutely right, and I apologise.
If you wait long enough, yes.
I've held Nano for 3 - 4 years.
RR will be at a minimum £3 in 2024, maybe more.
Of course, unless WW3 starts of course.
Yep.
12p.
It's a shame now that I didn't load up even more when it dropped to 6p ish after covid
They have 2.8bn in cash + 1.7bn from sales = 4.5bn.
They have nett debt of 3.2bn, excluding leases.
Why wouldn't they pay down all debt.........
They have an open liquidity credit line to re-borrow if needed, but with flight hours increasing by the week, revenue will only increase, and therefore cash at bank...............
We have committed to rebuilding our balance sheet in the medium-term. Our liquidity position remains strong with £7.3bn of liquidity including £2.8bn in cash at the period end. Net debt of £(5.1)bn included £1.9bn leases and we have no significant debt maturities before 2024. No interim shareholder payment will be made for 2022.
We have received all the required regulatory approvals for the sale of ITP Aero and expect the transaction to complete in the coming weeks. The proceeds will be used to reduce debt by repaying early the £2bn loan, which is supported by an 80% guarantee from UK Export Finance. This loan expires in 2025 and is our only drawn debt exposed to interest rate movements.
I'm already in. Have been for 3 years.
My avg is 12p
21% undervalued from today's price.....Nah.
235 pre covid.
375 all time high
Order book now bigger than ever before
Debt just about to lower than ever before
All previous Trent issues resolved.
This should be at a minimum of 161
straight to the bank to pay down debt.
Nanoco (NANO)
So 26m x $18 x 3 then = $1.4bn, or approx. £3.75 per share.
That will do me for a few years...........or maybe two year when my wife gets her hands on it.
It's August, getting closer and closer to Christmas.....
Is it time yet.?
https://uk.yahoo.com/finance/news/exclusive-kazakhstan-start-oil-sales-060537235.html
Feeks, 100% agreed,
and not forgetting, a small offer from Samsung in real terms is a gigantic offer to Nano.
If they settled for lets say $300m, that's nothing to Samsung, and as long as Nano got the "future" licenses then Nano is set.
Whether this is 100m, 300m, 1bn, 3bn, 6bn, all of those numbers literally change the face of Nano forever, and Nigel with his 11m+ shares will be set for life.!
It wasn't me :-)
RR101.
Read up, and take the decision to/not to at the moment.
It may well retrace slightly in typical Nano fashion, on the other hand it may well shoot through the roof.
As Nano is not an AIM stock, but it is very very small, the MM's do play with it.
Saying all of that, I do think the judge, who is one of the worlds foremost patent experts will bang heads together next week, and they may well get a settlement out of it sooner than the court case.
That is just my opinion, so please read up and be comfortable yourself.
The only time we will get something, if it happens, is next Friday, or maybe Monday the following week, after the "come to Jesus meeting" with the judge, which is on Thursday and Friday next week, if nothing happens then, it's not happening, end of.
and then it's the court date, so then it will be potentially Monday 19th September.