Member Info for Daz423

How does anyone know what the cost per order is ? Is there any links to this or is it assumptions.

Yeah apple holds vanity but it also holds full confirmation of the tech being produced.

BEC

I think its the validity that comes with supplying a major. I mean fact is we are supply a major BT has said so. Who will come out. But once validity is public from nano i suspect there will be a influx of new customers at nanoco door.

So we know QDs are being used in meta quest. So its feasibility works. Its not like apple to not be cutting edge of tech.

Nanonano

So arguably the STM camera shutter being developed again that may hold nano tech is a better option regarding product launch becase its going mass production. I still dont feel it fits aswell as apple in BT comments with how its written. But we will see.

Nanonono

Can you link me to where STM state a march release for sensor. This could be the 'product launch'. But it doesn't fit aswell in BT comments.

Kooba

The infliction point 👉👈

Kooba

Yes so in parallel/further alongside reads to me as well as. 🤔

Why wouldnt they just say ST micro now have the first order with them or something similar.

NGR

Your missing the point of why i post because i am turfing out details. Im not doing it for you and many new investors wont know this either.

Can you just confirm to me where you found that the first commercial order went to st micro. It isnt in the commercial production RNS or stated they were the recievers on the JDA announcement RNS?

Im not saying it hasnt btw just where you sourced it from.

Kooba noted

However does it not intrigue you that even IF its not apple.

The customer is a 'world leader in electronics' if your a world leader it can only be a hanful of firms hense world leader. So would be another large name that the order went too.

BT words not mine.

Kooba

That is from 2023 end of year results presentation. Direct quote from BT.

https://www.nanocotechnologies.com/investors/results-centre/ 😀

Kooba

BT describing what volume means

' At this time, the Board expects Nanoco’s first commercial production order before the end of CY23 and expects the first order to be for a low volume application (measured in millions of sensor units; mid-volume would be tens of millions and high volume would be hundreds of millions). '

So hundreds is not correct. So id suggest his reference of low volume is in some millions. Unsure how many is needed per item being built of course.

Atb

First ive seen of those specific statements and i have been DD on and off for some hours.

Dont forget all the market sees is often the title of a RNS and makes a decision to buy or sell on that alone. Dont underestimate markets ability to overlook important details kodal was in talks with a JV to fully fund its lithium project for months all in RNS. Market didnt budge then it landed big title. Then x3 bagged.

Couple beers in. That ok ?

Further quote

' The critical point is that for the first time in our 20 year history, we will have a product in commercial production with a world leading customer operating in electronics markets. A significant validation of our technology and production capacity. There is then clear scope for growth to other use cases'

Brian tanner ceo and i quote

'As previously announced, already published customer plans for a product launch in 2024 support our goal of a commercial production order by the end of calendar year 2023, though, as always, the final decision to adopt the technology lies with the customers of our customer and this cannot be taken for granted. Our task is to ensure that our materials consistently perform as required by our customer so that we are scaled up and ready for a potential production order.'

NGR

It isnt so much about the possible apple links.

It's more on every other avenue its a depressed stock price.

From the first commerical production

124% increase in profit

Funded to production

In demand tech

60mil litigation payment

Forget the apple links. Thats what makes it undervalued. However i agree with you market will decide.

The only tragedy is the market not seeing the value early before this price corrects.

They do have that potential feel about them. But have you seen the apple glassess also leaked and in the works. I feel they would have a permanent place in production line.

Theres too many tier 1 electronics names chasing this tech. If not apple it will be one of the others.

I mean samsung just tried to nick it lol

I don't think some links need proving as such.

They had a contract and they funded runcorn build expansion didnt request payback on 'charity' yeah sure thats how majors operate. They have been kept on radar ever since.

We don't

Due to NDA but what we do know is there is many many links between them but more importantly the tech nano produce looks to be coming more mainstream and nano have facility to produce at scale.

There's plenty of other tier tech manufacturers that could link in with nano.

The indirect link with apple is via st Microelectronics we have JDA with them they supply apple.

Something i cant confirm is the first production ordee is allegedly been delayed as the apple vision was.

November distribution February apple vision launch.