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Roger - it is not just Bradclad - just look at the history of failed announcements. VDTK has had all this time to do some meaningful deals.... for all the world it still looks as though the most panels they have ever shifted was the result of a theft from the Italian factory ! Solvius came onto the scene later but with similar tech and yet does not seem to be experiencing such problems:

https://www.solivus.com/news

"Company is in advanced discussions with multiple strategic funding partners........ "

But what does that mean in practice....? It sounds to me rather like a fire sale of the family silver, and hence why the SP has languished. The only thing to find out is whether the investment price will be north or south of current SP.

This company comes with a health warning after giving out a series of failed order announcements. History keeps repeating ...... The only thing you can place your trust in is money on the balance sheet.

Agfo, LSE investing comes with many many health warnings. It is mainly a place to lose money (God knows I've suffered this). I speak generally, not about this stock.

No, I am not tempted to re-buy Nanogeddon. If I am right then there will be a very long wait for commercialisation, or maybe a slightly shorter wait that ends with yet more disappointment. If 2028 comes about without any mass commercialisation of the tech then Nanoco may face the same sort of business pressure to do a cut-price deal like the one it did with the Samsung litigation, but for now at least that outcome is not a barometer for the future value of the IP simply because Nanoco has a cash pile and can afford to wait it out. I just don't see an exploding mass market emerging for SWIR any time soon.

The previous promise has already slipped into the distance. Now what was it ...... to have "order visibility" by end of last calendar year....? Moving closer to commercialisation means nothing much at all when it is all so far off the horizon. This is an investment in a cash pile in the hope something turns up eventually - but for the life of me that makes for a pretty unattractive investment (and the market agrees). It's also patently why the Director's took the Samsung money on offer. The best thing you can say for it is that it has guaranteed a few jobs !

Well done holders, it has been a long wait but the future looks bright with this company

MOU's don't mean an awful lot in practice. Show me the money....!

Many exploration shares end up languishing when the hype has evaporated. It is reported that Kobold has more than 60 projects like this one so the SP is probably where it deserves to be unless and until something magical turns up.

My expectation is that many investors have strapped themselves in for a long wait for what is likely to be news of only a small commercial order - lots of them hoping to bail out on a sharp price rise - but 'when' (or 'if') that commercial order comes the selling is likely to be relentless. If I still held any shares I would not be voting for the Board due to their past performance as they have done nothing to enrich investors and have done little to deserve such sizeable share options and salaries. Investors' fear of upsetting the apple cart is the only thing that they can really cling to and admittedly it seems to be enough to win the day, but I very much doubt a new Board would do any worse

Apologies for the few typos which crept in at the end :

For the record:

I chose to sell, which (IMO) remains the only sensible decision.

It seems shareholders in Nanoco are left with an invidious choice between the present Board (which in the eyes of many people, myself included, has utterly failed), and a proposed Board of new incumbents who are likely to fare not much better unless the prospect of generating organic business from the IP is really as close as we are led to believe. However, 2+ years is still a long time..... and the practical reality is that those time-frames keep slipping. It does not warrant attributing any present value to the SP.

My take:

The current value of the Nanoco 'business' lies in the executive salaries paid annually, which is the most direct and obvious benefit of the litigation settlement with Samsung. I see no reason why those vast sums should not be massively cut, but if I were Tariq Hamoodi I would see a take-over as a good way of making up my personal investment losses. For that reason alone I would actually give him a chance. He is far more deserving than the current Board, and who knows, he might even restore some credibility to the company. (Note: I'll gladly make myself available for a non-exec Director role....!).

are not now vastly reduced

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I chose to seell, which remains the onyls senble deicson.

I am wondering if the cut in FAME II subsidy has caused a delay. It might explain the recent share price fall.

Admittedly, I am no longer following the debate. I spotted your recent post Nanono, to whicjb I give this reply:

I think your 2025 forecast is highly optimistic, as I don't see any mass market for face recognition SWIR before 2027. And so I had no hesitation to sell out (just as fast as the Directors did by collapsing the Samsung litigation in our collective faces). I believe anyone interested in Nanoco is investing in a dwindling cash pile.

The Directors sold out the litigation because it secures a future for the company and for its Directors, but at what cost......?

I sold up at approx. 4p after deciding to avoid any further losses, which I don't regret as it was good for me to reduce my investment risk here and everywhere, but well done to those who have held on and made a buck!

I'd say that the Propel business is capable of sustaining the current share price by itself. Units are on for sale at c.£10,000 per piece. It may take 2-3 years for sales to ramp up to a significant number but in the meantime it could be useful and meaningful revenue - and if one looks at the competition they are now able to compete with, there is a big market to go for.

Propel has announced on linked in its first electric outboard motor has now been shipped and is in the hands of a customer.

Major Tom, it all comes down to belief in management. On 7 March they released what I thought was a good RNS because even though it said parts of the business were delayed, the important news indicated full steam ahead on the core business (India 2 lightweight market), and that production was coming soon (May '23). The market did not agree with my assessment, and I suffered as did others, as the price was smashed down. The SVB crisis came quickly on the back of that and made the situation even worse. Now we have a business selling product and it gives the Board valuable credibility about their expectations of announcing an India production contract next month. That really is not long to wait for potentially stellar news which woul dwarf what they have announced today!

I mentioned this a few weeks ago as a worthy investment substitute for Nanoco in your portfolio. It is a really interesting company and it's a good time to take a look in if you haven't done so already. It has been on fire for the past week, up from 20p to 65p today.

I was offered 54p on 70,000