Chris Heminway, Exec-Chair at Time To ACT, explains why now is the right time for the Group to IPO. Watch the video here.
Not so sure on that one trouble. Depends on what they've seen in the patent potential and for what applications. A lot of the research seems to be in the shell/surface/ligand area rather than core material which in turn seems to be focussed on InP-type now for application rather than CdSe. Merck bought Qlight a few years ago which spun out from Yissum. In that case i think the attraction was tetrahedral dots which produce polarised light, useful for colour filter apps among others? This may be something similiar. Who knows?
Think on the market Nanosys have HP/AUO cad free products - a film based monitor and a QDOG monitor but I suspect that number will increase this year, even if only via AUO. My general impression is display have dropped Nanoco for whatever reason as they seem to have pulled out of many of the previously attended and involved in conferences/summits/shows etc.
All eggs (1) in the basket and that egg broken (on investor's faces). Mike clean though. Weak customer relationships is Nano's issue IMO.
Ha ha - maybe just a worrier trouble - no skin in this any more - far more negatives than positives now. Would hope things can turn round some time in the future though - just think that's going to take a lot of time. ME needs taking out - untrustworthy - just hope shareholders don't get fu**ed over which looks possible.
100k just under 7p mark. Always held 25k which I'd built up trading previously which effectively cost zero but was my entire 'profit' over years. Think I had just over 40k at the crash point RNS. Don't regret coming out (actually do still have few in my kid's ISAs come to think of it so some exposure) due to unreliable information flow coming out the company, consistent failure to commercialise and dubious director dealings. Keeping an eye out though. GL
Sold all trouble as soon as I could sub 10 - broke even but had to sell other holdings to release the cash to do it. Even cynical me never saw that announcement coming (at least the timing of it I should say). Not about to invest here again unless a radical change. Looks a dead duck presently. Latest RNA says it all - nothing commercial.
Also add and agree that the below irrelevant as I don't expect InP to be prohibited in preference to far more toxic Cd based materials. Nanosys are successful however in supplying a ROHS compliant product with top 3 OEMs into international markets. Nanosys also are successful in supplying cadmium free product into international markets. Nanoco sold 500k worth of dots to WH two years ago with no apparent product release subsequent. Nanosys attracted investment from both of the top 2 display manufacturers. Incompetent BODs, this is not a company but a publicly funded research establishment with daily diminishing credibility, both commercially and technically. Sucked dry by its own MD. Dilution best scenario, total failure worst. Bod seems unlikely IMO. Steering clear for now but watching still (More out of habit probably)
Nanoco never claimed CFQDs don't contain InP - only that they are not InP - they're not - labouring a point but they are essentially InP based and would be included in any ban due to environmental issues in production and disposal. Why else would Nanoco defend their use? InP can be assumed with Nanoco-specific advantages due to their ability to incorporate stability enhancing elements. They are IMO essentially InP based QDs. Molecular SEEDING PROCESS is key but no apparent commercial bite yet. Flux is the issue with QD application with narrowing pixel - not QD shell dimension- QDs are ****ing tiny.
Hi ub - Cd content less than 100ppm does not rely on the exemption - it already complies. Worth noting though outside of the film application that they would struggle to keep below this limit due to the higher concentrations of material required (Colour filter, QD/OLED, EF etc). More than a little premature to claim no toxicity for use as being investigated as no clinical trials and some big question marks if you read the pre clinical reports. Also MASSIVE investment required which would not trickle through to Nanoco for many years even if ultimately successful. Still not seeing what's going to sustain the business moving forward. Watch and wait is my advice. BIG dilution coming up seems most likely scenario to me. BOD not about to illuminate ;)
Looking very sickly to me. Not sure what the basis for investment is other than a blind punt.
As regards the cadmium ban it seems still up in the air, Nanoco don't have time to capitalise on it even if forthcoming given timeframes for enforcement. Nanosys already commercialised InP alternative. Hansol manufacturing (toll based - it's Samsung IP and technology) on behalf of Samsung and well ahead in development and resources.
InP ban just seems a cynical attempt to thwart introduction of In based but may be successful in doing so. Nanoco CFQD I believe would be included in the ban as they are InP based anyway. CFQD are InP cores, doped with Mg, (or Al/Zn/Ca potentially) which helps stabilise (see Ostwald Ripening). So a ban on InP far from an advantage to them.
Samsung (and recently LG) are investors in Nanosys not in a Nanosys Cd QD manufacturing plant - the plant capital dedicated to Cd is minimal and can be easily restructured toward In based or other QD manufacture.
Nanoco stuck with completing development of nanoparticles on behalf of Apple which takes resources away from display. Redundancies further reducing development activities.
Microled potential again too far out for Nanoco now. I suspect the supplier for Apple watch next year will be PlayNitride and they do not use QDs. Plessey dubious progress.
Not sure where the positives are.
Samsung hold 3000+ patents in QD manufacture and application. Nanoco lucky to make top 5 largest holders. Could correct more NigeW but busy day ahead. Are you NiGwit under another name? See he's causing havoc over on ADVFN:)
Don't think commissioning had been completed as yet so stress testing I'm going 6 months.
Little graphic from Plessey explaining their development roadmap. (It's not imminent)
https://youtu.be/aWLdkIm-rMw