Member Info for Ecclescake

Transporting the oil from the well is easy, they built an all weather road for hgv and all they need is storage tanks at the well. Easy peas. Price could range from well head contract to FOB.

Every shareholder had and has the opportunity to attend the GM and AGM. There they would have been to question BT and members of the board. They all made themselves available for conversations after meetings ended. Hamoodi turned up with his collection of coincidence and guesses and made him self look immature to say the least. It looks to me that if you had the opportunity to clarify and challenge, but haven't taken it you lack credibility IMHO.

The cost of any sensor has nothing to do with the retail price price of the item its in. The same mistake was made by some with the qd in a TV.

Nanoco sell QD by the kilo. Price for 1kg of a particular formula will by higher per kilo than a 5 kilo purchase. What it goes into has no baring what's so ever.

Tender offers aren't a good mechanism to return a fixed amount to shareholders it OK if they intend to return up to a certain amount. There is also another calculation for shareholders which entails selling part or none of the offer and what you resulting hold values at if the tender is fully or partly exercised. A dividend gives them control.

A possible bid could come from a chemical company simular to the Shoei / Nanosys deal. Not sure how welcome a bid would be recieved. Nanoco are so well placed for the future, research, production, funding etc. It would have to be a exceptional offer.

https://nanosys.com/press-releases/shoei-chemical-acquires-quantum-dot-business-from-nanosys

Success òf the Vision pro is neither here or there but the technology used is.

Doesn't refer to QD, they are the RGB layer

https://www.cnet.com/tech/computing/what-is-micro-oled-apple-vision-pros-screen-tech-explained/

From what I can see the Visionpro uses screens from Sony and LG its highly likely they use quantum dot Color Conversion with the OLED.

The Meta Quest uses Nanosys quantum dots in the displays. A result would be for Sony to be Nanoco's Asian partner.

Https://www.imveurope.com/analysis-opinion/quantum-dots-spark-new-swir-wave

There have been a couple of BOMs floating around the web, they tend to have similarities. Not sure how much credibility to give them, but here is one.

For Apple to be at the front of tech they do the work in design and innovation requiring development with 3, 4, 5th level companies in the supply chain. I think its unlikely to find out if Nanoco are involved until it doesn't matter about the tech because everyone is using it or moved on the the next level.

https://omdia.tech.informa.com/blogs/2023/jul/oledos-and-oled-displays-will-account-for-35-of-apples-vision-pro-vr-device-component-costs

I don't see a date on the hedge but we're a couple of million on the up side at 1.263 this morning. Good move to hedge

The hedge means that Nanoco will receive £58.8m in return for selling $71.75m, which is the net receipt from the second tranche of litigation proceeds ($75m less withholding tax $3.25m). The hedge has no deposit and no margin collateral.

The hedge has a translation rate of GBP1:USD1.22, which is in line with the rate ruling on the day that the litigation settlement was signed.

I was looking for the $ hedge value and came across this which states during Feb, but I think the Samsung payment will arrive by the 3 Feb.

The Capital Reduction will facilitate the previously announced return of capital to Shareholders of between £33 million and £40 million (or approximately 10 pence to 12 pence per share) using the second tranche of the proceeds of the Samsung litigation ($75 million) which is expected to be received during February 2024. No decision has yet been taken as to the method of any such return of capital.

You might be giving LB more credit than he deserves. I think they are setting it up to over achieve, maybe.

Highlighted the de risk approach with turnkey EPC.

Update from May 23

Apple investments with European suppliers top €20 billion in 2022

https://www.apple.com/uk/newsroom/2023/05/apple-investments-with-european-suppliers-top-20-billion-in-2022/

Looks like PL has achieved the desired subdued response. Just a wild guess, expect a problem with the rig at some stage just to spook the traders.

Try this

https://youtu.be/4ZQ3pjCmWEM

not much to add in this clip apart from attending cop, becoming a bit repetitive.

https://*********************/media/atome-energy-ceo-banging-the-drum-for-green-ammonia-at-cop28/id/19578

Should be installing the BOP for the Paraguay drill to commence. It could be reasonable to expect all of the well head work to be completed and even some depth drilling to have been completed, if only to test the rig. They know the geology to know what depth would be safe without a BOP in place. If that's the case a a shorter drill time could be expected. I suspect some gamesmanship in play here to thwart the speculators and traders. I won't be surprised to learn of a rig brakedown just to unsettle those traders ;)

Does it make a difference who the end user is, I suspect not. It's unlikely to find out unless we're told. It's the nature of the businesses using this tech to keep it a secret. Even if we find out a product uses QDs it isn't going to say who's dots. What matters here is there use increases performance and or reduces cost and that is now confirmed by these orders. It's already been proven in display. All down to BT