RE: Interim Results9 Apr 2019 12:13
I've turned bearish on Nanoco recently. Still like the company prospects long term, but re: the US company - they are now in a position where everything has to go 'right' from here to ensure upwards trajectory.... A delay of just a few months from the US Co (either due to market conditions or testing taking longer / another member of the supply chain not performing etc...) will have big implications on Nanoco.
If everything goes right - great, but it is all to easy to envisage a least a little bit of delay in getting that all important final order - and that will eat into Nanoco's cash....
Case in point - Still waiting for that gaming display.....