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I heard that during the latest Needham presentation that three people ****ed themselves laughing. Only 2 investors attended and Brian Tena has a weak bladder. Dilution imminent. Hold on to your cash for now IMO.
I genuinely have no idea but it's on very low volume. Speculative share that's nor followed closely by majority of PIs. IIs may choose to provide short term support for all kinds of reasons and sometimes then participate on heavily discounted share issuance ;
Cash flow management has not been a term understood by Nanoco during it's lifetime - they have been running out of control for years - c suite - general dept headcount - main listing - R&D focus - vanity vanity vanity
27" HP QDOG is cad free - claimed both by Nanosys and HP - it's available March CFQD is trademarked hence "heavy metal free" etc being used by various incl Nano A 'heavy metal' in this context is used to identify relative toxicity - pretty common usage - there's no subterfuge
Feeks - I didn't mention the nanomaterials revenue as the deal is opaque - commercial production may or may not start in July since a) ME does not have a great track record in forward looking statements and b) commercial production does not necessarily mean sustainable revenue (the Wah Hong deal could be termed as commenced 'commercial production' since 2017). I note also that the milestone structure ended following the laboratory refit ie purely capex funding which is able to be clawed back (further reducing initial revenues). No further development / volume supply milestones are attached which means to me there are no financial commitments benefiting Nano in the event of delays to the suggested timeline beyond their control. Display pushed back further to 2020. Other developments such as plessey way out. I could go on (and may well do) but just finished nights. Don't see Apple being the partner for various reasons and it wouldn't be a negative for me anyway - maybe you've identified them as there's no other visible customers left that Nano has failed to supply. LOL. Don't bet the house on 'credible' banking analysts/brokers "I thinks". Cash is key.
Looks like failure in display looking at CES (which is a B2B trade show incidentally). ME's comments regarding further development required for 8k sounded like bs at the time - and if it smells like bs it usually is. So commercial target lost and all investors hopes pinned on 'the US partner'. If you don't see current SP as an opportunity to get out before fund raising then you're a fool.
Nanosys have been pretty clear that they offer a cadmium free film (as well as cadmium and Hyperion) and have been demonstrating for some time now. Given past reliability in their claims I'd say that they can deliver and it would be required for their future applications. I believe they are sampling for AUO's own microled/qd program and have similar CF programs. Not worth ignoring evidence in front of you just because it doesn't fit with some preconceived ideas or desires. It clouds people's judgement. If there is a complete failure at this stage in display commercialisation then it points to serious doubts in the technology and the company's short to mid term viability.
Suspect our definitions of positive contribution are entirely different. 1000's of nonsense posts purporting to have any insight or knowledge are not my idea of positive contribution. Dislike bullshitters and those aiming to deceive other investors.
Reality: "Other demonstrations on the Plessey booth include a 0.7 inch 1080p microLED comprising separate red, green and blue panels, and an addressable blue 0.7 inch microLED display running 1080p video" Fantasy: Imminent application for Apple watch neglecting no prototype demonstration of an addressable display outside monochrome - development of display - development of material - development of material application - development of mass production - adoption by industry with their own technology etc etc etc. Continuation of a company with low cash reserves and an appetite for increasing R&D spend with no revenue generation. Think posters understand potential for technology leaps. Commercialisation of current generations of technology is what enables businesses to reap the rewards and progress. Most get such in "Death Valley"
Agree BTB on the fund raising, not so sure on Apple. I think there's other more likely candidates. Not banking on buying the dip immediately this time round though as serious credibility issues surround management and their attitude toward investors is poor (understatement - I don't have much trust left). The usual fantasists have jumped on the latest news drop with renewed enthusiasm for invention however I think posters have a (healthier) appetite for a little more realism. Hope fundraising is done a little better (earlier) this time round and that LTH have opportunity, denied previously. GLA