Member Info for Ecclescake

The company sale process was almost certainly getting in the way of the new order. We could could think the new order is a better option that selling company, I'm feeling positive.

I'm not sure how much time a buyer might have to run the clock down to a low buy out price. The TV panel makers are in tech race with each other and that puts them under pressure. Samsung can not let the completion catch the or get ahead. Lot of disruption in the panel market ate the moment

Samsung can't bring themselves to metion QDs
https://news.samsung.com/kr/%ea%b8%b0%ea%b3%a0%eb%ac%b8-%ec%82%bc%ec%84%b1%ec%a0%84%ec%9e%90%ea%b0%80-%ec%9d%b4%eb%af%b8%ec%a7%80%ec%84%bc%ec%84%9c%ec%97%90-%ec%a3%bc%eb%aa%a9%ed%95%98%eb%8a%94-%ec%9d%b4%ec%9c%a0

An article from a couple of weeks ago, informative
https://spectrum.ieee.org/consumer-electronics/audiovideo/move-over-cmos-here-come-snapshots-by-quantum-dots

https://twitter.com/PresidentPlc/status/1252614783351820293?s=19

I would have been too embarrassed by that and would have broken up the sell :)

236142 buy this morning at 8.11
Sold 30 mins later at a £260 loss
Even the day traders loose here, that's dire after that RNS

Nanoco current in 3rd place on today's share risers, that will get noticed

Blimey a trade went though at 27p only to be cancelled moments later nearly punch a hole in the ceiling

https://twitter.com/PresidentPlc/status/1229682321957232640?s=19
Peel Hunt recommend buy with a target of 10.5p

Iofina have tweeted an article about an industry worth 22 billion in 2022 they plan to be part of it I expect
https://twitter.com/iofinaplc/status/1227553936812498944?s=19

We've had various sellers since the fund raise this is the 4th time they have reduced the SP to 22 - 23 p support the latest seller was mr Banks in case you missed the late RNS the other day.
The fundamentals are strong, iodine price rising, new production plant comming on stream, CBD and strong chemical sales, the question is when will the selling stop? When it does and buyers move in we won't see 23p again strong buy from me.

GA fund raise is could be a possibility, but unlikely at this point. The company had 6m in the bank at the end of 2019 and contracts of 3.5m for 2020 plus agreements in place with several well placed distributors. I'm sure no manipulation has taken place, this will be under close scrutiny and everything will become transparent after the event buyout or not.

If your interested you can read through Nanoco's patents to see if you can spot the money spinners
https://patents.justia.com/assignee/nanoco-technologies-ltd
The Web page relating to the kodak patent purchase is not working
https://www.nanocotechnologies.com/media/press-releases/acquires-quantum-dot-patents-kodak?utm_content=buffer4aceb&utm_medium=social&utm_source=twitter.com&utm_campaign=buffer
Valuing this lot will be tricky

BTB
I'M being pessimistic with you and I think after the journey we've had its not going to cause any harm. I'm wondering where this is going and trying to formulate a plan.

I think the companies attitude towards its private investors has changed. They do appear less ingaged. I got the impression from PL the last interview he was not positive about the markets reaction and they are less and less dependant on the market to raise money. Maybe it's that they just keep missing targets, how many of the objectives where missed last year. I lost count.
I hope he doesn't forget us little guys, I was there on the last 8p raise and the ones before.
What does everyone else feel

Article on Apple AR glasses.
https://www.macworld.co.uk/news/apple/ar-glasses-3601447/
I believe this was the project Apple set up the JV with Nanoco to supply the CFQD.

The list of buyers could number could be 4 or 5 but don't dicount a bid from private equity, if they think there is a chance for multiple customers.

After the elevated trades on Friday I half expected an RNS this morning. More SP action this morning, news must be about to land. I'm starting to think that this time taken has to be impacting on the employees and the business.

Outlines what we already know with an overview of prospects. Looks reassuring.
https://www.petroleum-economist.com/articles/upstream/exploration-production/2020/trafigura-targets-argentinian-potential