Member Info for ddubya

Agree Arthur, unless there is news out there that we are not yet aware of?

You could be right invetmentpro. Certainly, I cannot make a logical argument for what is driving this level of gain. Perhaps it is an indicator of a change in government strategy to support potential winners, instead of making them fend for themselves? Really hope it is but meantime I am just enjoying the ride, having gone from well underwater last week to a decent profit now!

A cash call cannot be ruled out entirely pwa2477 but there should be near term news on Salarius , Salt Me and potential orders for micro salt, so there may be no need. There may be news on Belluscura well before the end of H2 too? Even if it is necessary, there should be good upside if the raise is on terms that are anything near sensible.

Multiple news opportunities is one of the things that makes TEK such an exciting play, although the downside is the occasional delay or disappointment.
It is not over though, just delayed and perhaps not by as much as six months?

FDA (spellcheck!)

Sounds like the FEW has requested some enhancements to the user instruction, or perhaps even the mechanics, so a few months delay but approval expected this year.

A good finish to the day for NANO, when many other shares are down. Just possibly positions are being built or added to, or news is close?

If it’s working, pleas feel free to avail yourself of another helping Growerson.

I remember the near £2 per share price tag too Warren. NANO really is the one to try our patience and sometimes. I suspect NANO has been punished for continued failure to convert its potential. UK markets always extract maximum discount, to the point it restricts options for growth, which is unhelpful for any developing company. Many will say the SP simply reflects true value but some markets, particularly America are are far more forgiving.

Too much focus on Display has in my view held us back, and it would have been better to ensure the business was a going concern having commercialised smaller income streams - easier said than done of course. On the positive side, we have no debt and IP so good that it seems Samsung is using it. Also, if ME's comes good on his strong Merck 'hint', I expect we might be much closer to break even - fingers crossed.

Hi Nige. The current SP does not yet reflect the value in the ST Micro contract because the development work is underway prior to placing of the main order and because the current Merck contract falls away shortly. If the latter is replaced with something more spicy and it brings near term sales, the market will price in what it has not presently.

So I agree it can all change exceptionally quickly and I believe it will - hopefully before the end of the month?

It is interesting that Pepsi owns Walkers - a standard 34.5g bag of Walkers ready salted crisps contains 0.5g of salt.
Also of interest is that a single can of Pepsi contains about 30 mg of sodium and in the United States alone they sell 600,000 bottles and cans each day, so whilst that is a lot less than in a bag of crisps , soft drinks is by itself another big market. Coca Cola contains 75mg of salt and worldwide 1.7 billion servings of Coke products are consumed every day. That's quite a lot of salt.

Yes, a pity about the late P3 failure of Summit’s Duchenne’s drug euroto, but now hoping Ridinazole delivers for C Diff next year.

I also expect much better news on NANO, although when it will arrive is much less certain.

4362p seems as good a place as any to place a limit order to sell! I shall get on to that right now.

Seems that way Feeks, including finding the right value for a share. Salarius mico salt alone could be big by itself, so I am uncertain why the market cap is this low when sales are starting? That’s the UK for you - were this listed on a US Index, I suspect it would be valued at several times the current. On the other hand that should make it even better value, if the products sell.

Over 6% down at close, which is disappointing but I shall not be selling any until either full value is realised.

Not sure why we do not list on NASDAQ. Another favourite of mine, Summit Theraputics was initially listed on AIM then dual listed on NASDA too. It later delisted in the UK, and is up well over 100% since. The UK does not seem to value its own.

I purchased 52,512, which the contract note shows was fulfilled at 2.02pm, but the transaction does not yet appear in the list of LSE trades. It is probably just a case of delayed reporting but you would think when firms are able to operate super-complicated algorithms and trade in milliseconds, an accurate and up to date report of trades made should not be beyond the wit of man?

Newboy. Thanks for the article - Mr Lee seems to agree that Samsung paid £21m to his friends charitable foundations, although it wanted nothing in return. that's probably why Samsung could not afford a licence, and he probably also thinks NANO was making a charitable donations of its CFQD patents to Samsung.

The. UK government should consider its to Anti Bribery and Corruption obligations before it signs any deal with Samsung.

As you will remember Amerloque, the last time OTC recorded a deal well in excess of market value, the following day saw announcement of the ST Micro agreement. Not suggesting the same will happen again tomorrow, but you never know, the share price was unusually depressed and volatile today.

None of us is a stranger to volatility as a NANO shareholder but today's price range has been wider than normal and without any visible justification.

I have followed NANO closely since 2011 and often wish we were closer to the end of a difficult journey. However, I do feel it is now a matter of time before more good news arrives, quite possibly flowing from the Merck relationship, where I hope/expect an agreement with lower margins but significantly increased sales volume. ME did come good on the ST Micro purchase order, and he has said both that Merck has been our most active partner and also to his watch this space.

There also appears to be a discrepancy in pricing today. Live prices on HL show NANO is down 8.27% , whereas LSE's delayed price is shown as 3.87% up, as it has for most of the morning. Could just be a technical hiccup on LSE but would prefer it were the other way round.