Member Info for clairesmith

surprised the shorts are reducing, probably could push this share down by another £40m off the MCAP
That debt (700m) a year expected profit of 28m is looking risky

still some profit in the hands of those that got in in the 600 regions, expect a sell-off pre-weekend

could see a bit of a cool-off back to the 150 regions>?

strikes coming to a resolution, and the share price is at its lowest since December.
looks like a good entry point now, with plenty of upside potential

@HenryHistorian, do you actually understand tech litigation and settlement?

What appears to have happened is Samsung had an agreement with Nanoco, they breached that agreement and had to pay for a full license. That's why Samsung bought the patents, as they were trying to welch and got caught.
Samsung didn't break into Nanoco and steal, they misused and failed to pay, and that's why Nanco won the case.

seriously people, if you are going to invest in stocks, please at least read up on the basics of contract law, and how to value companies/markets.

One case settled a settlement equal to the MCAP.
Thats why the big funds are dragging this down and buying everything, because they have the knowledge to understand what has happened and its future applications.

When patent cases are won, anyone who could also be sued often quickly contacts the winning party and buy a license to save court costs or high fees on a loss.
By winning against Samsung, means other tech companies will be calling to get a deal done now.
This case win is one of the best ways to drive inbound sales opportunities.

Brian Tenner could have been a bit more magnanimous in his wording, I concede that. However, i think most of us would let our egos run riot on a win against samsung.

Anyway, thank you for the cheap shares to all that sold.

when a company is valued at circa £85m, and you have buys going through at £500k and £250k, that is a massive indicator that the real money in the market is taking an interest. The price drop on Friday was orchestrated, if you read back through the buys/sells, it was small PI sells and massive hedge fund buys.

all the whining about BT is because you all thought a quick buck was coming on the settlement.
however like pearls to swine, you don't see that nanoco has been validated and secured its position to grow 10x from this.

I've spent 15 years working in displays, and know a lot about this area.
there are only a few actual panel manufacturers in the world, everyone else (Apple etc..) buy white label and re-brand.
Samsung has settled because:
A) they were in the wrong
B) they want patents for quantum dot, as this will replace OLED tech and be the main type for new phone/tv
C) AR / VR products in the pipeline will rely on quantum dot in order to get the costs down and resolution up.

Nanoco is the leading company in quantum dot, and infra-red sensing, and has all the big players now in line to give massive contracts. fact is personal tech sales have stagnated, and the big tech companies are about to launch new stuff to drive the market and out-compete each other in a consolidated market.

if you honestly think this company is only worth £85m then you need to read up on some Peter Lynch and learn to value a company on its value in context. I hope a big investment firm throws £200m on the table and buys up this company, as you all seem to have an issue with the BoD it would resolve some this.

The win against Samsung validates that what Nanoco have is essential, and sets case law for them to defend their tech easier and ensure payments for use.
Samsung buying the rights of the patents they infringed on is standard practice and is the best way to keep good relations between the companies.

Tech company valuation always takes into account potentials more than other sectors, and the fact is this company is now sat on a massive pile of cash, so can keep funding new research.

do you people bother to read the trades and look at what the buys/sells are?

All the shares sold on Friday got bought up, and there was about £2m worth of buys passed through after trading hours to hide the big buys.

fact is, the company has £6m cash and getting a $150m payout from Samsung, they have relocated to a new low-cost production facility, and they have 2 new infra-red sensing materials coming to market.

This company is providing the leading tech to the biggest tech companies in the world. fun fact those big tech companies sue each other regularly and still keep doing business, so can imagine that Samsung will be standing by to use whatever is the latest tech to keep their competitive edge.

Applicant: Sharp Display Technology
UV-PATTERNED CONDUCTIVE POLYMER ELECTRODE FOR QLED
Patent: US-20230037057-A1
Publication Data: 2023-02-02
https://image-ppubs.uspto.gov/dirsearch-public/print/downloadPdf/20230037057

The new license agreement with Samsung gives market value to the company.
Read the RNS, Nanoco has retained valuable IP rights and patents, and the license for entry-level QD tech is £150m for 5 years (please check).
Quantum Dot is the future of display, and the majority of VR is looking to deploy VR tech over the next 5 years to the market is the biggest growth market for consumer tech.

The fair market value for the tech is nearer £5billon taking into account the global market and fundamental application of tech.
Quantum Dot really is the best way we currently know (apart from Elon brain tech), to have good VR.

Trust me, Samsung settling and getting a license is the biggest signal that this company is worth 10x the current value.

The IP rights that this company owns have now been solidified by a court ruling.
This makes them an ideal takeover target to capture the valuable rights for display tech.
Remember what happened with Motorola Mobility, bought by Google and stripped of tech and patents.

It would be cheaper for Samsung to buy the company rather than pay the settlement at 50 per share.
Looking at the major holders, if a takeover bid big enough comes along it could be a quick sale.

Nanoco winning the positive court ruling and keeping the core Quantum Dot IP is massive.
Now Nanoco can open discussions with Apple, Mtea et al for Quantum Dot Partnerships.

The cash settlement bonus provides a solid platform for this company to grow and become a UK powerhouse of display technology.

The UK Gov wants to drive production in the UK of high-end tech, as such scaling the production of Quantum Dot displays and tech is good potential.

VR becoming the biggest growth market over the next 5 to 10 years.
Big tech companies push VR and wearables as a way to garner growing revenue streams:

https://phys.org/news/2022-06-principle-inkjet-applications-arvr-micro-displays.html

looks like it will be dumped over the next couple of days, could get back in at 150 region

yes, there has been some great news, and the rise is nice (I have done very well).
However, there is now a big potential for the price to be tanked by shorts and profit takers.

steady build of the share price since Nov 2022, no big spikes or ramps, with lots of room for the share price to grow and keep rising into the Easter and Summer trading periods.
The demographic going to Marstons has not really been affected by the macroeconomics as they are generally older customers that are cash and asset rich.

2 RNS out with The Wellcome Trust taking a 3% stake, and Coltrane Asset Management increasing holding by 1%.

The trading statement says:
"Like-for-like sales for the 16-week period to 21 January 2023 were +12.9% vs. FY2022"

And now we have the Spring and Summer trade, with the coronation due and everyone looking to get out an about following covid/gas crisis.

DYOR - GLA

someone is buying up all the shares in the background by the looks of things.
considering this brand is set up, with an established sales channel, and making profit, the chance to be taken over is here

well, looking at the trades, it appears we finally have squeezed the last of the weak hands out, and there is no major sellers left.
just the Autos playing silly games on peaks and dips.
also looks like a good level of consolation happening, and expect some big averaging down of prices with big buys to start happening now.

The drop has been well overdone, Doc Martens is still on track for £200+ profit, and dividend payments to be announced.

less than 1% of the available shares got sold on the 19th Jan, and there was a 30% drop in price.
Looking at the main holders, they have broadly kept their positions, and I would expect that they will now be looking to massively average down their price and will be buying up lots while the share price is low.

I expect with a large buy and some consolidation next week this can fast return to 180 levels.
And from them start to build back over the 200 with the dividend on the way.

the drop on the 19th Jan was to be expected. Look at the whole stock market over the past 6 months, it does not matter what news good/bad is released there is an overreaction from the market, as this is a lot of jitters and fear.

However, the facts will win:
Company looking £200m + profit.
The company is resolving the LA hub issues and appears that a flood of revenue from the USA market is coming.
The brand is well-known, and respected, and has a growing base in the youth market.
Retail and consumer brands and shares have had a very rough time since May 2021, so Doc Martens have felt the same downward trend as everyone and will get the same bounce upwards.

GLA = DYOR