Member Info for ddubya

According to Bloomberg today Apple Is Secretly Developing screens using Micro Led technology and they will first be seen in their smart watches. https://www.bloomberg.com/news/articles/2018-03-19/apple-is-said-to-develop-displays-to-replace-samsung-screens

I feel sure we would all be surprised if Apple had no interest in QD but their intention to host discussions suggest a keen interest? Time will tell.

Yes very curious indeed that Apple would host a discussion on the future of a technology they do not market. I am not sure what to make of it but, if Apple considers QD worthy of discussion that is likely a good thing. Thanks for that NanoNano.

I like the nailed on analogy Bagpuss. If done securely, these products should bring some cheer to the share price at some point.

A very true statement NigWit. There are big winners out there feeling very pleased with their gain over recent months, and well done them. Ironically, as a long term investor I have made exactly the same gains in hard cash as the recent investors. I should feel very pleased too but having started from deep underwater, surfaced and gone back under again, I do not feel as satisfied as I would if in decent profit (which I still believe is coming).

2019 - I suspect you may be about right BTB and there is a little longer to wait yet. I sense we are moving closer, but this pace is deathly slow. We really have been exceptionally patient and if we are to be rewarded, I would have preferred it is sooner than later. I shall not be loading up with many more NANO shares, even at this price, but I shall not be selling either and will be here for Boom or Bust.

2019 - I suspect you may be about right BTB and there is a little longer to wait yet. I sense we are moving closer, but this pace is deathly slow. We really have been exceptionally patient and if we are to be rewarded, I would have preferred it is sooner than later. I shall not be loading up with many more NANO shares, even at this price, but I shall not be selling either and will be here for Boom or Bust.

Display may or may not be the end product for our US partner, although like NigWit, I do not think it quite fits the novel nano-particles for advanced electronic devices description. Kindle supply could be an as well as but whatever product NANO sells is a positive. The most exciting aspect of NANO, as a number have been saying, is the range of uses both traditional and ground breaking to which QD and its variants can be put. If NANO succeeds in securing volume production of any product and reinvests in research and development, the potential here is truly enormous.

Thank you NigWit/WellWell

Indeed WW. Has it been taken? If so, not to worry.

NigWit - I should have mentioned you already have me down for NSPCC but I previously made no choice as it would only have been a wild guess. I know Google is active in this field and the timing might fit with articles I have read, so why not Google.

NigWit. If Google is available, would you please add it as my choice. Entirely speculative of course but I am going to say they are developing computer memory from QD, along the lines you have been suggesting.

Possibly an indicator of the funder's location or perhaps a switch of focus from display sales to different market segments? What an impressive list of potential customers.

Thanks RC30. I remember the statement, although we have not seen evidence of the ramp up, as yet - perhaps in the next statement hence my caveat. I still think they have been a poor match for NANO, although I do not blame the BoD one bit. To build a factory was a huge commitment and I would have been persuaded to run with and exclusive deal in the circumstances, despite the obvious (and now crystallised) risk. Several years on, NANO appears to have multiple distribution channels, hence should not dependent upon Dow, Samsung, Wah Hong and possibly not even our sweepstake winner either? Having said that Samsung would be a huge feather in our cap, particularly in terms of credibility. On the question of Nanosys production, one third is cadmium light rather than CF. Unless it has managed to migrate all production to CF (and it might have), total output in Kg may not hold relevance in a post 2019 world. I doubt it is possible to mix and match QD from separate manufacturers and NANO tunes QD specifically for each application anyway.

Thanks for posting NigWit. I had not realised that Dow placed a �204 premium on a 55 inch TV, so it is perhaps little wonder that NANO lost out to Hansol, and at a time when Dow held exclusive rights to market. As you suggest, failure to secure the deal with Samsung cost NANO dear and almost sank it. Hopefully, we may now be working with Samsung too? In terms of what is public information, Dow has thus far proven itself to be about as useful to the cause as a chocolate teapot. I may need to eat my words, if we later learn it has been quietly selling our wares but am more than happy to do so, if required. On the brighter side, the circumstances have allowed opportunity to average down considerably, so not all bad.

Interestingly, the RNS does not state whether this extended trial will take place in both the USA, UK or both. As well as the hope it will modify the effects of DMD for a larger number of boys, having more families involved means that if and when SUMM needs support to persuade regulators of need for accelerated access it will be in a stronger position. Potentially a smart move.

All hail Eskers - well done (again). Of course, if NANO dots are confirmed in production with Samsung micro LED, then confirmation of a relationship with big S should be highly significant. And, irrespective, of whether dots are supplied from Dow or Runcorn, Samsung will be buying either now or soon for Q3 production/delivery. PS - I am sleeping better now, despite the best efforts of the SP to resist progress!

Good evening FM. If ezutromid goes well, I would not be surprised to see Summit attempt a transition to Pharmaceutical status and if the Discuva deal gives birth to some useful antibiotics that would certainly raise the game to a new level. I love your target valuation but think it might be a little while coming. So meantime, and to get the party started, I am willing to offload a few at a modest �20 each 😊 Any takers?

Thanks for sharing that AMacMan. Certainly that is how it should work. Either way, good results for ezutromid at or before 48 weeks will only to elevate the SUMM share price. The big question for me is that should the above comes to pass, how would SUMM ensure it derives best value for shareholders, most particularly if Sarepta were a potential suitor? I suspect best value would be secured only if we had more than one interested party in addition to Sarepta. I am well ahead of myself though. Let’s wait for the results and see what transpires. I have confidence in GE and team.

Yes Del77. As Sarepta contributes to costs already, I imagine they are entitled to some information that is not public, and if matters were proceeding as we suspect, Sarepta would form a view on ezutromids prospects and act accordingly. At the current share price, Sarepta could hoover up a significant % of SUMM shares and build a holding with just a small portion of the $228 million earned over a year from Eteplirsen in the USA. No doubt GE and team is aware and have a strategy to derive best possible value. Meantime, I shall be patiently adding to my holding.