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Interesting typo in today’s second RNS. Form 8.3 - Nanaco Group Plc. Perhaps Fyffes Plc has expressed interest?

I wonder if NANO initiated the preliminary discussions, or was approached to discuss?

The RNS invites offers to inform NANO’s strategic review, rather than notify the market of receipt of specific interest. Still there is no bad publicity and general awareness will be raised. Hopefully the EU will also take note and realise that it needs to support the cadmium free market, if it wants to realise its Directive.

Secured orders would have launched the purchase price any suitor(s) would be willing to pay, so unless ME has news there too, it feels like we shall not be going back to the share price of yesteryear. A positive RoHS announcement would be very helpful at this point.

Thanks Surprised. Interesting and should help the share price in the short term at least. If any takeover were agreed, what price I wonder, and will the UK lose another asset on the cheap?

All about orders as you say Nano, since without it our value is limited to IP. The next few days/weeks should demonstrate whether today's uplift is likely to endure and the next few months whether NANO has a wide market for product. Sure hope so, since the upside potential could be enormous.

Grateful for today's uplift Troublesome but wrankled by knowledge that performance of CFQD in previous years must have been sub optimal compared to cadmium alternatives, whereas (in my view) shareholders were led to believe otherwise. Hopefully, performance of CFQD is at least as good as cadmium and there are infra red and Display option possibilities to progress but we should exercise caution before taking it as read from this team. Having said that, ME has purchased most recently, so the barometer I find most reliable is saying 'Buy'.

A bit of a drop today but still a decent rise, if we consider the last two weeks rise and (a little) up over 12 months. Today's drop is probably just a reaction to the Timetable vote defeat last night in HoC.

In general terms, either a decent Brexit deal, or a Remain decision would be good for Banks, including RBoS. As either is more likely than no deal, I am quietly optimistic about the next 12 months here.

Very unlucky Nitro. NANO has surprised many again but good luck with your remaining third. Not much consolation for you I am sure but at least that part is moving north, even if the rationale for it is not visible.

Good spot upbeat. It is possible/likely the Chinese have formed opinion that RoHS in Europe will proceed. In any event, it puts pressure on the EU not to defer and/or to limit the extent of any planned grace period.

All of the ME sales (mostly) and purchases that I can recall in nearly seven years here have been timed to near perfection. I don’t need anything more to form my opinion of events. ME’s most recent decision was a buy (at a favourable price of course).

I thought a change of CEO would be appropriate after the RNS announcing loss of the Apple contract but whilst most shareholders have been forced further underwater, it does not follow that there cannot be unexpected and good news soon, so I am hanging around just in case.

Yes. 2D a new and developing area of nano science, which should open up a whole range of new markets.

Interesting that it is a 2D graphene application though. Is this what NANO describes as a “nano-particle” ?
It could even be something entirely new and not part of the original Apple contract?

It certainly fits the bill Upbeat in the sense there is obvious use in Apple product and it is being produced on commercial scale. Just need a different buyer, or perhaps for Apple to somehow reinstate its original plan.

It might be around a month or so since Mike's comment but it infers no active customers in hand at that point, and the article also warns of potential for impairment in the year-end accounts. It also feels like ME is clinging to hope of rekindling the Apple relationship. I am not bothered how the minor miracle presents itself but one is needed.

You are right Hawi - there is no info there. I was looking at the code no’s from Morbox’s list, whereas you are asking what signal 10, 11, or 12 shares traded might indicate - low on funds?

Good morning Hawi. Morbox included a link to a list of codes from an American site yesterday, which includes 10, 11, and 12.

If there are RNS due, here’s hoping for something more upbeat than recent announcements.

For me, the facts suggest that what ME has achieved best in his time at NANO is to buy and sell just ahead of the news that result in a large swing one way or another.

I would be happy for ME to advise me on the timing of my sales and purchases, but if he accepted that role I somehow suspect he would perform rather better on NANO than he would with the rest of my portfolio.

Hi Basscadet. Nano has a production site that cost ‘nada’ and if it is able to secure an order for nano-particles, it has no loan repayments to meet from sales either. Certainly, there are costs associated with the site but it seems as close to a gift as is possible.

Unfortunately, the site is not capable of producing income by itself. If RoHS is enforced there could be a quick turnaround, and otherwise any large order would be very welcome and sorely needed.

Speaks volumes when a £4.25m gift fails to lift the share price on the day. Unfortunately, the markets are looking for new and near term income stream(s), which appear to be eluding NANO at present.