Member Info for ddubya

Just notice the share price is up nearly 10% Now - if we can just hold on or do even better for the close that would make for a very pleasant end to the day.

Very much agree BtB. Display, at least in TV and Monitor formats is not likely to be NANO's primary source of income for some time, although if and when it comes of age and surprises in the positive, there will be no complaints.

Nige-W. Whilst I agree with some of what you say I think BtBs description of display as “stagnant” a fairer description of the Display offering than “...just delayed a bit”. Display, which is what most of us initially invested for, has been delayed over 5 years and there is little evidence of positive change near term.

I would agree with all of that Mars1

The American partner may well not be Apple itself but rather one of its suppliers, and another good fit is TSMC, also US listed. NANO and its partner have done well to lock down the name involved so long but then again, perhaps journalists simply do not view it as sufficiently news worthy to dig for it?

Following on from a good day yesterday, the share price was first up a little, down for most of it and then up over 5.16% right at the close. Strange but welcome. We seem to be holding gains more often than not and hopefully, the latest one bodes well for a good start next week?

There is some interesting chat going on over on the other board, with Brian Gally quoted as having said the following: “If you buy a Samsung premium TV, you are getting a TV with quantum dot film,” said Brian Gally, head of products for Nanoco. “Gaming displays also use QD film. Nothing to suggest this is anything other than a statement of fact and we would expect such film to have Hansol QD - probably simply promoting the view that QD film has come of age?

Four new deals since Christmas is a fantastic performance by WAND. Keep it coming please.

That could be the explanation Troublesome, in which respect the article could be deemed a little misleading. Then again, I believe Nanosys has described ROHS compliant as CF in the past.

Thanks Eskers, so if the article can be taken at face value, Nanosys is either sourcing CFQD from Samsung/Hansol or elsewhere, or has developed its own CF capabilities?

This is interesting Eskers, as usual. Definitely CFQD but I wonder where they come from? NANO, Hansol, or perhaps sourced from another manufacturer that can make only in small quantities?

I agree NigWit. I have always viewed the multiple uses of QD as perhaps it’s most attractive feature. It will take a while yet but I believe QD will render many existing technologies redundant.

Our trust has been stretched beyond reasonable limits but I am going to stay long and remain positive on all but Display (even that could even turn a corner). Whether the Apple rumours are right or wrong, and whether funds are required or not should all play out before the end of 2019, so we can reflect on predictions then.

It seems is inevitable that Apple will adopt Micro LED display at some point soon, starting with its smart watch NigWit. The article below from way back in 2017 is one of a many on the subject.

There were rumours a Micro LED version would be launched with the Series 4 last September 18 but something prevented that - most likely the tech needed to be refined and/or perhaps they could not source enough of the components?

https://www.macrumors.com/2017/06/07/apple-watch-track-micro-led-2018/

It is of course pure speculation but that's my best guess on where the first nano-particle sales will show up in volume.

Yes spot on Tilly. The news is thinner display with better definition and lower power consumption. These are key ingredients to help the wearable market (and others) move forward.

It seems like a bit of both alto. We are level, whilst technology companies are not faring well at all. However, I was hoping for a little more interest. Early days perhaps but possibly a trace of 'crying wolf' syndrome?

This sounds like great news and seems to suggest that Plessey will be using smaller blue CFQD in its products by year end? Plessey also markets grow lights for agriculture does it not, so another potential application in addition to those mentioned? Given that other uses include watches/mobile display, it will be interesting to see how that could impact upon the American partnership? If it were Apple, how would they respond to competitors having similar access to this highly significant advance in display tech? Particularly keen on the energy saving and what that could mean in the wearable/mobile markets.

Abandoned may perhaps not be the best descriptor but NANO has been certainly been unsuccessful in its efforts to have manufacturers adopt its CFQD technology in Display. So I share the questions over Dow’s extended inactivity and have long felt there are issues such as performance/cost to overcome. I also believe the new partnership has sufficient potential by itself. Runcorn’s increased capacity suggests that if/when income arrives it will be transformational. Not keen on NANO being too dependent upon its partner but that should not happen if profit is subsequently reinvested in R&D.

I agree one offs can be a positive indicator NW and probably is for nano-particles and 2D but it is of course recurring orders and income streams that elevate shareholder value.

Increased revenue there certainly was NW, and always welcome whatever the form, but of that £6.5m, how much was non-recurring, or unrelated to Display? The focus has been moving firmly from Display toward the relationship with the American partner for many months, although PI have needed to read between the lines to work that out for themselves.