Member Info for Ecclescake

Claire, I agree.
Brian Tenner, Chief Executive Officer of Nanoco Group plc, said:
“Today marks the start of a new chapter for Nanoco. We have successfully validated our core IP against one of the world’s biggest electronics companies, who were advised by one of the most expensive law firms in the world. Others operating in our space should take note.
“We therefore remain vigilant to other potential infringement activity, as well as opportunities to pro-actively deliver new licence agreements. The confirmation of the validity of our IP is already encouraging more commercial interest in Nanoco as a supplier of leading edge nano-materials.
“We have also generated a transformational amount of value for our stakeholders, whilst providing the funding for investment in the business. We have done this while transforming Nanoco and positioning ourselves for significant organic growth in the near term. Most importantly, we have a foundation on which to focus on the organic business as we continue to build on the significant positive momentum achieved in the last few years.”

Market cap £47 million EBTA $10.5 P/E 5.4.
There will be a rerating and more output to come.

FYI
Receiving more attention.

https://twitter.com/ArgentinaProj/status/1621946696833040384?t=jz8Sdbp_XBvDb8dlH_9TEQ&s=19

FYI
FUNDERS Chicago-based litigation funding firm GLS Capital

Read more at:
https://cio.economictimes.indiatimes.com/news/corporate-news/samsung-led-settlement-worth-150-million-nanotech-firm-says/97595175?redirect=1
https://money.usnews.com/investing/news/articles/2023-02-03/samsung-led-settlement-worth-150-million-nanotech-firm-says

Not Belgium, Holland.
Not 400k, 1.47m
Not clever, muppet
https://www.marketscreener.com/quote/stock/NANOCO-GROUP-PLC-5273194/company/

The Nanosys twitter feed shows links to Hisense and TCL. Infringement target maybe.

https://twitter.com/NanosysInc?t=NDOimTNaAkD1UikWQxnHWA&s=09

QD films currently set the benchmark in terms of performance and cost-efficiency. However, some industry analysts believe that QD films are merely a precursor to more advanced technologies like QD on-chip and QD color filters (QDCFs).
Other external drivers come into play like power consumption, EU already restricting larger TVs because of power consumption. One of the benefits of just supplying qd being at the forefront of the tech curve.
https://www.flatpanelshd.com/focus.php?subaction=showfull&id=1665647227

I posted a philips article a couple of weeks ago and tried to drill down where the panels were coming from and couldn't find any link to Samsung. It doesn't take much to find who uses Samsung but I can't link Philips so suspect alternative, but can't offer any more info, tech arm is based in Belgium so expect these to be RoSH compliance. Lots of news in the last month or so.
I wondered what was going on with this error
https://www.digitaltrends.com/home-theater/tcl-qd-oled-tv-ces-2023-error/
Second thoughts, maybe leapfrog tech.
https://dealerscope.com/2023/01/tcl-is-not-putting-out-a-qd-oled-tv-this-year-after-all/#:~:text=%E2%80%9CA%20line%20in%20the%20TCL,company%20to%20that%20site%20said.

https://www.soundandvision.com/content/sony-previews-lower-cost-modular-microled-displays.

https://www.thisismoney.co.uk/money/markets/article-11710865/MARKET-REPORT-Nanoco-plunges-despite-David-Goliath-victory.html
Nanoco expects to pocket more than £74million after its litigation costs are paid.
Its chairman Chris Richards hailed the outcome as 'remarkable' and said the firm would look to use the fee to invest in the business and reward shareholders.

A number of reasons to get this settled, this 1st stage of qd film for display is already entering the later faze commercially, starting to see discounts from the main players and competitors undercutting. Holding out for more might have ended up being overtaken by next tech micro led, reducing the value even further. This results enables IP enforcement now. Opportunities with cash on hand, IP enforcement, company standing as world leaders in CFQD with a portfolio of patents.
The second stage of micro led are entering the market now, but they are already talking about the 3rd generation emmisive QD.

Seen as a Positive outcome.
https://www.prolificnorth.co.uk/news/agency-news/2023/02/nanoco-wins-transformative-150million-settlement

Bit more detail on Patents.
https://www.nanocotechnologies.com/products-applications/patents/#1582196118853-672d71cb-9a67

Possibly requires Nanoco tech.
https://www.avforums.com/threads/video-in-conversation-with-danny-tack-philips-tv-tech-a-qd-oled-in-2023-discussion-thread.2439164/
Nanoco's largest export market last year was Belgium, about £400k from memory, I thought it might be STM, but it could be Phillips as well.

I'm optimistic and think Nanoco will have a good year. I think the BoD and management team are up to it.
Forward looking statements inherently contain risks and uncertainties as they relate to events or circumstances in the future.

Onwards and upwards.

Busy upto todays close

Busy upto today.

Here we go

Dual source in the supply chain is a strong reason. Sometimes the second source never gets used and Samsung heavily invested in this so I expect its been addressed. Nanoco would only supply the dots I believe Hansol supply the film.
Less than 1 gram per 55-inch apparently. Nanoco's strategy of supplying CFQD
'We have significant potential capacity for revenue generation from our multiple revenue streams. Our “dot only” strategy is to focus on producing the highest quality dots and meeting the needs of our customers through the application of innovative nanomaterials technology.'

Looks like the latest reincarnation has gone MIA
won't be missed by everyone