Member Info for ddubya

Good evening all. I am taking a break from posting on this board until there is news to impact the share price in a material way, something akin to word on the US partner, or an extensive range of CFQD enabled Displays. It could be just a few days, weeks, or more probably months but I look forward to returning and hopefully well before Xmas. I shall keep looking in though, just to see what you are up to.

Yes Bucheron. NigWit has mentioned quantum computers as a possibility. I selected Alphabet in the sweepstake, mostly for Google's work in that space - but I suspect that Apple of Qualcomm are more likely candidates. Yet another reason why Nano engineering will be huge but not sure how many of NANO's patents are relevant to Quantum computing though? NigWit do you have a view on that?

Small screens of course mean fewer QD required (but lots of them). As you say, Apple may well not be the partner. There are rumors that Apple will launch OLED first and later a slimmer Mico-LED version. Agreed NigWit, a strong and increasing market for QD with almost infinite possibilities. We have a full house.

Mars. You seem to be leading discussion back to our favourite game of guess the US Corp!

Commentators are talking about micro-LED screens in the Apple watch 4, which is expected soon. However, latest NANO reports of a nano-particle production ramp up in H1 of 2019, does not seem to fit too well.

If Apple watch 4 launches with a micro-LED screen, it might rule out the micro-LED partnership idea and suggest InVisage has capability to supply? However, if it launches with an OLED screen instead, my faith in the possibility will be further strengthened.

But NigWit this is not a discussion over whether or not an inflection point lies ahead or not. We hope it does but do not know. The points BTB makes are based on facts and circumstances that have arisen over the course of the NANO journey. I am not sure why you would want to place the brokers or IC on a pedestal either. Their track record in terms of forecasts has not been on target. Can we not simply agree there have been failings in the past and move on, rather than doubt the motives of those posters here. I am certain some post for ulterior motives but I am sure BTB has not one of them.

I think that a fair and concise version of events/issues BtB. It is not that we do not want NANO to be a success but as you illustrate, there is valid concern over delivery...

I of courage meant 2020!

Royalties are likely start to be received some time after sales commence in late 2019. It is not inconceivable that the first payment could be made in 2010. The final milestone for nano-particle development could come around year end 2018. We all know the possibilities and the size of the potential markets but in between the above dates Nano needs income from somewhere. Hopefully, some of the work streams will generate it but ironicallly the most tangible form of ongoing income we have is CFQD, just not enough of it yet, unless RoHS bites and orders move faster.

Now you are talking NigWit and credit to you for the admission that Display might not be what you initially thought. That shift in thinking is what some on this board, including myself have been saying for rather a long time now. Unfortunately, Display was supposed to be the product that cemented our financial future and it has not proved to be so. All eyes are now on nano-particles to rescue Nano fortunes and to allow it to develop other great ideas such as vertical agriculture, medical science and I hope solar too. In the absence of a very rapid increase in CFQD sales and/or receipt of other milestone payments (each possible but not certain) a ‘hole’ at the end of 2018 remains a very real risk.

I agree that market share is important Tilly, which is why we need rather more of it. And Cadmium is clearly not dead, or at least not just yet, or there would be more CFQD alternatives for sale in Display.

Unfortunately it is only good news that sells, so not many posters are interested in anything that smacks of caution. I suggest We should not allows ourselves to build hopes until the point we see real pipeline orders that turn into revenue and profit. If and when that happens the share price could move fast.

In some ways Edison’s latest really says less jam tomorrow than we expected, and much less than in our previous forecasts.

I am certain Nano technology will be huge but NANO really needs to fight for its share. Other commercial interests have actively been campaigning to defer introduction of RoHS and no doubt doing whatever else is possible to limit the impact of NANO and CFQD.

Having said that we do have increased sales and potential developments in 2D. We ideally need that news of new pipeline deals, since there is little better than a full order book to restore confidence.

Dyson is an interesting parallel and NANO is in desperate need of a barrow equivalent.

The longer NANO fails to capitalise on its technology, the less advantage it holds and the lower its IP value. Without a decent R&D budget it becomes difficult to remain at the forefront with Samsung and others.

We need cash so our PhD’s can deliver solutions and with Display moving so slowly, the US Corp deal is pivotal. However, income has been pushed further out and is there potential for a ‘hole’ at the end of 2018 where milestones payments cease yet there is little in terms of nano-particle sales?

I rather like ME’s demure style, but he needs further reminder that as CEO his purpose is to deliver value for shareholders, and not only the most recent purchasers. He must dig deep and find a creative way to get more CFQD out of the factory and in to product.

I wonder what size of market would be created if we could give them away?

Unless you are of the same view there is no sense in agreement. Occasionally though, we unexpectedly gain a whole new perspective, or see good sense in others posts.

Current disillusionment is likely about timing as much anything else. At around 18 months into a six year plan, some have realised a profit whereas at the end of a similar term others retain 23% (ish) of capital, unless of course they averaged down.

I agree, Nano is compelling (but still frustrating) which is why I remain, and some moderately good news could put us back above yesterday's value. It is also much closer to break even.

Yes NigWit. Edison phrase it as "...(royalty payments (from the tier 1 partner and others)", suggesting all customers pay via the same royalty method and reliant upon NANO IP, as you suggest.

Well done to you and BtB for being in profit but today does help to explain why investors find NANO so frustrating. I just hope the minimum six-month delay does not also indicate technical difficulty?

Undoubtedly another set of lacklustre financials but also a change of direction in sales and perhaps more potential to surprise in a positive way.

According to the information provided in the past Nanonano, the nano-particles will be manufactured and sold to the US Corp by year end. So perhaps earlier than years away. Then again, why should we believe everything we are told. Not a surprise to us all but ME has over promised again and under delivered again.

I am sure the largest shareholders had greater knowledge than PI, who continue to receive ‘mushroom’ treatment. Ironically, I have greater confidence now than at any point in the past two years that NANO is moving in the right direction. Just wish I had taken the Sell option like BTB and then bought back in this lunchtime! Silly me.

And quite correct to set the threshold high, although it is of course impractical/impossible to discount all possibilities to a scientific standard, especially with public information. It is understandable that investors like to hear about possibilities that could fit, however, I am also confident posters are not getting ahead of themselves and are very aware of reality.

As wellWell suggests the science and possibilities here are incredible and far reaching so NANO will have a long term future, if it can just reach break even.

None of us is armed with fact but are you saying that you are now warming to that part of the conjecture NigWit?

Display has certainly not been uppermost on my mind Nanonano but news happens when least expected.

Good advice on the chickens - NANO is operating to the Northern Rail timetable, so the journey could take a while longer yet.

Apple does like to own it all NigWit but there is a first time for everything and it could perhaps be the case that reinventing four wheels is a bit too much, even for Apple. We are all just having a bit of fun speculating who and what. Quite possibly we are all wrong and the deal is to add CFQD to Nivea sun cream? Pity we have missed out on this years market.