Member Info for ddubya

Quite - lol

Thanks for posting Crow - a lot of information available from the hyperlinks, including two requests to extend the current exclusion for display lighting applications. I note Najing technology Co.Ltd has requested a two year extension based on the assertion that "Cadmium free QDs still can not satisfy customers with its normal performance even in October 2019."

Applicants will need to persuade the European Commission of their views and may not be able to do so, but deviation from existing arrangements will have a bearing on the take up of CFQD in display.

Still, given a worst case scenario for CFQD, the market for nano-particles remains and could be sizeable - Purchase Order needed.

Further extension of the exemption or even a lengthy grace period would do just as you suggest Crow, at least for a period of years. It is also a good fit fo recent events. Ignoring the 8 year opportunity cost, I am still just about in profit but I am not sufficiently brave to risk more at this stage.

Thanks Basscadet. I shall delay my call the Samaritans and concentrate on the balance of my portfolio, some of which is performing rather better :)

The main event for NANO is commercialisation and NW is simply a distraction. ME sells and history repeats itself. The SP, which was over 54p in April but today is 41.5p and threatening the 40p barrier. I am perhaps guilty of not listening to my head and selling some immediately after the RNS. Who can know whether NANO will come good or is deserving of PI support?

We would all like it to be true and should find out shortly one way or another. Even NANO’s marketing machine would grab the opportunity to capitalise on this news, if involved. It has not done so yet and as Basscadet reminds us, the first life science products are not penned until 2022.

Certainly some commonality between what NANO might be developing with help of UCL and the Pink Drink but there does not seem to be anything to suggest that QD are being used to fluoresce.

Yes Screenlearner. I believe that is very much the case for 5-ALA.

The link below references the same story Tilly but I cannot see anything to identify NANO's involvement. Past articles have referenced CFQD use in a fluorescent product which is administered ahead of surgery but is this it?

https://www.braintumourresearch.org/media/news/news-item/2019/05/13/5-ala-(-pink-drink-)-will-be-made-available-in-all-neurological-centres-in-england

How ironic if the illness that ultimately took Paul O’Brien, Nanoco’s founder, is now more readily identifiable as a result of his life’s work. Really hope that is how it is.

I would like to see confirmation this is indeed NANO product but if it were, volume seems like an irrelevance. Success in life sciences would herald new opportunity, and the market is the world rather than the UK alone. Nothing on Nanoco’s site yet.

Just been opening the MEN app Tilly. I have read the article and it looks like great news, although I did not spot the part that states it is from the NANO life sciences stable. Did you pick that part up in the article, or elsewhere?

It could be this is just a good ‘Tree shake’ following a Director sale Well Well. Despite not understanding the rationale for ME’s sale and feeling let down (again) I shall not be putting any shares up for sale.

Calendar years is what I recollect.

I recollect that last year first deliveries were muted for July 2019, itself a six month slippage from the previous target of Dec 2018. Mike stated during the last Interim presentation that NANO held no firm order for nano-particles from the American partner (then at least) and a key task was to have production quality at the right before end 2019. Hoping ME sales do not suggest further delay, quality issues or difficulty with securing that order.

Even NigWit would need to accept that sale of so many ME shares is unhelpful for shareholder value, in the short term and is hardly a vote of confidence for the long term. The likelihood of strong share performance in these circumstances is low, and his action does not fit well either with the positive outlook he presented in the interims or buys from other Directors. Has something changed since the Interims, or could something else be in play, for example, a new round of options under the NANO LTIP?

As far as I am aware Paolo, ME purchased shares only once in the last 7 years when he was able to secure them at a rock bottom 18p (Nov 2017). More recent transactions have not been well received in the market despite the charitable element but more positively, there have been three purchases from other Directors in the past year.

As we are currently in an 'Open' period I am not expecting much in the way of news over the summer but would dearly love to be surprised in the positive.

Despite the fact that NigWit dismissed many posters and views, and assured us the future of Display was bright, I miss both the information he brought to this board and his view of the world. I'm sure we shall have him back at some point.

Brian Gally appears now to be a Product Director with Californian start up named Frore systems, which operates in "Advance computing" and "Micro-electronic Mechanical engineering" sectors. Frore is currently advertising for employees with experience of signal acquisition systems for sensors and actuators. If he had been excluded from the American deal, it looks like he is fully in the sensor game now.

Sorry Crow - I was thinking of Keith Wiggins’s departure last year!

Hello Crow. On BG’s departure, I recollect some discussion was had here.

A number of posters thought it a simple and rational cost saving, unconnected with sales. My view (and others) was that it was odd to shed a role dedicated to operations (and quality), when also claiming increased uptake/sales of CFQD. Also, that for nano-particles, the American partner could be playing a significant role in managing Quality Checks. The implication being that BG had no meaningful role to play there. Continued delay in Display might suggest it was a cost cutting measure pure and simple in the knowledge it was not about to blossom.