Member Info for Eskers

I know this won't set pulses racing, but it's a good development nonetheless: http://www.transportweekly.com/pages/en/news/articles/144976/

Nanonano - this is a pretty informative article about the BFGD. Still no idea whether they are CFQD's though:

https://www.rockpapershotgun.com/2018/08/13/nvidia-big-format-gaming-displays-bfgd-price-specs-release-date/

Gamescom 2018 is next week (apparently Europe's biggest trade fair for gaming... who knew!).
No idea if there will be any product launches, but there are 36 companies set to exhibit gaming monitors:
http://www.gamescom.global/exhibitors-and-products/exhibitor-list/exhibitor-list.php?fw_goto=aussteller/index&&tab=2&stichwort=&warengruppe=011010&suchart=&suchort=

May be nothing, but this article suggests that Philips are set to launch a series of gaming monitors at IFA2018 at the end of the month..:
"We do however know a dedicated space is being set aside for Philips' new line-up of curved, ultra-slim gaming monitors, with some measuring as little as 6.1mm. There'll also be a number of Philips Hue lighting products that have yet to launch, including a new circular smart mirror alongside more usual wall and ceiling lightbulbs."
https://www.techradar.com/uk/news/ifa-2018-what-to-expect-from-berlins-massive-tech-show
I suspect though that if there is any near term product launches relevant to Nanoco, then it is more likely to come from the Touch Taiwan event...

"Investors hoping to see a substantial increase in revenues at Nanoco (NANO) in upcoming final results have been sadly disappointed. Once again, the quantum dot specialist has revealed that commercial sales are still an evasive target and revenues in the year to July 2018 will only be £3.3m – well below Peel Hunt’s £7.5m target.

Still, it’s not all bad news. The group has signed some impressive partnership agreements in the past 12 months and its newly expanded Runcorn manufacturing facility should start delivering commercial sales in the final quarter of 2018. Substantial revenues aren’t expected by analysts until the end of 2019.

IC View

We never expected an immediate turn-around in fortunes at Nanoco – management has disappointed too many times for that. Our buy tip (42p, 28 Jun 2018) was based on the group’s expertise in a rapidly expanding field of science and as more global organisations understand the value of quantum dots, we think the group’s services will be in high demand. Investors may just have to wait a while. Buy"

https://www.investorschronicle.co.uk/tips-ideas/2018/08/15/nanoco-disappoints-sales-hopes/

Seems like we are back to the 'guess the gaming monitor' game.

AUO have said they are due to ship miniLED panels for gaming monitors in Q4 2018
https://www.techpowerup.com/245322/auo-reportedly-shipping-mini-led-panels-for-gaming-monitors-in-4q18
and they did display a miniLED gaming panel at Display Week earlier this year which featured QD's (See from c. 40 seconds onwards on this video):
https://www.youtube.com/watch?v=Pz_BGp2FPcI

Looking out for gaming monitor launches that feature miniLED could therefore be a signal…?

On the SP - disappointed in today's fall, but in context, we are back to the level we were at c. 2 weeks ago (at the moment anyway). I'll continue to hold for the time being as if there is to be a product in the market for Christmas, then I suspect we'll glean more detail from IFA2018 and Touch Taiwan in a few weeks time.

Stepped down as Director of Westminster International:
https://beta.companieshouse.gov.uk/company/04090560/filing-history

From what I can see, this brochure was aded to the Nanoco Tech website 5 days ago:

http://www.nanocotechnologies.com/sites/default/files/attachments/pdf/Nanoco%20Brochure%20Japanese.pdf

Seems to hint at a tie up with Kisco...?

http://iran-daily.com/News/219265.html

Both these big conferences come along at the end of August. There will be plenty of announcements over the coming weeks as to product launches from various OEM. Fingers crossed.

Think it may have been this submission from Nanoco in which I read about Sony's policy: "• The number one manufacturer of televisions (Samsung) and other leading display providers (LG, Apple and Sony) have already adopted a no-Cadmium policy." https://ec.europa.eu/info/law/better-regulation/initiatives/ares-2017-644052/feedback/F1369_da?p_id=9125

Struggling to find it now, but I'm sure I read that Sony have a policy against using cadmium. I'll do some digging and post if I can find it again... This CSR policy however gives reason for slight optimism: https://www.sony.net/SonyInfo/csr_report/environment/products/replace.html

"AUO is ramping up the capacity at its 8B fab as recent demand for high-end display products has outpaced its supply capacity".... hopefully 'high - end display products' includes QD.

https://www.digitimes.com/news/a20180801PD203.html

It's not all about display...: https://m.youtube.com/watch?v=ZkKqQXg2hSM

This article suggests Sharp are using "cadmium-free volatile quantum chromophoric material"

http://www.tvhome.com/article/110676.html

I'm still confused by Sharp.

I keep seeing articles such as the one below which say that Sharp are using Cadmium Free wide gamut technology, but I can't seem to find further information (or indeed if the TV's are QD)... Nonetheless, Sharp are definitely pushing the environmental credentials:

http://www.twoeggz.com/news/9284804.html

"At this stage, in order to improve the gamut value, the most direct method is to use quantum dot heavy metal color film and other backlight wide color gamut technology. Sharp uses cadmium-free color gamut technology. In Sharp's TV-based applications, its color gamut coverage NTSC reaches 102% to 130%......the cadmium-free color gamut technology backlight material does not contain cadmium, so it also has environmentally friendly characteristics, which can be described as true color, environmental protection and health"

A couple of other articles worth reposting below (one needs translation so I've highlighted the pertinent sentences [albeit with poor grammar provide by Google Translate]):
All circumstantial, but in light of Samsung now saying they will showcase their 8K cad free QLEDS at IFA in August and have the 65 inch 8K TV's launched to the market in Q3, I believe the dots can be joined back to AUO / hopefully Nanoco cad free dots… (albeit I accept I have some confirmation basis - so I will allow people to draw their own conclusions):

https://www.channelnews.com.au/samsung-to-debut-65-inch-8k-tvs-in-q3/

http://www.eefocus.com/component/m/408062
"The key to the growth of the overall 8K TV market is the boost of Samsung and Sony TV brands. According to the annual product plans of the two brands, 8K flagship models will be launched in 2018, and the size will be locked on oversized panels of 65 inches, 75 inches, and 85 inches. It is estimated that Samsung and Sony will eat Samsung, AUO and the group. 8K TV panel production capacity."

Reposting this article from January. Needs translation, but the pertinent sentences are:

"The 85-inch 8K TV panels that Samsung and Sony exhibited at CES this year all adopted AUO's 85-inch 8K quantum dot panel."
"It is understood that this year's Samsung, Sony launched 8K TV, are using AUO's 85 8K QD quantum dot panel. Peng Shuanglang stated that the mass production of AUO's 8K TV is ready. Last year, Touch Taiwan released an 85-inch 8K TV. This year, it will produce a volume of goods. In the second half, it will also mass-produce 65-inch 8K TVs and prepare 75-inch 8K TVs."

http://www.chinatimes.com/cn/newspapers/20180115000178-260202

If Samsung are teasing this now - It means I am more hopeful that Sony may also have some news about their 8K QD TV ready for IFA 2018.... As per CES 2018, Sony are also set to use AUO panels for their 8K QD models. With IFA and Touch Taiwan all happening at the same time next month, end of August could see some decent news flow (albeit, emphasis on the could - don't want to get ahead of myself).

Excellent - I hoped they may announce this at IFA in August, but great they have teased it sooner.... The Samsung Q9S 8K is set to use AUO panels (as per CES 2018) - and we know that as it is a Samsung QLED, it will be Cad free.