Member Info for Feeks

He is a day trader, and probably gone now with the 3% drop on the day.

dave198, you really don't . That is unless there will be a 'no discount' placing to start production to support a wonderful new purchase order.

Gigs I was being kind and conciliatory towards you with my last post and was indeed trying to share your point with others who might be more readily inclined to listen to my words over yours. And you ruined it. I do have more relevant experience in this field than you do. I make critical judgment calls all the time and I am well used to doing it - but I also think it is hopefully irrelevant to enter into a bragging contest simply to back up my honestly held views. As I have said here more than once, I have lost out with my investments in the past by not trusting my own judgement, listening more to others when they did not know better. I made my own big decision on Nanoco and stuck to it, and very glad that I did so. The RNS on 6/1/23 was great news, the one on 9/1/23 less so. We can all agree on that. Overall, however, your judgement has not been very good over a long duration and you do not seem to be aware of that, but to me it is clear you have avoided some of the necessary hard work needed in getting to know the case better. I won't bother speaking to you about it from here.

Placing? Nonsense. They have said they will spend the cash on the ConMet deal (production ramp up) at the end of 2023

Gigs, I dont disagree with your basic message that people should be careful and not to over-expose themselves with risk because that is eminently sensible advice and I would endorse it thoroughly for everyone who has invested more than they can afford to lose. But I do not need your advice on this as I am very happy with my decision making. And that's whether this rises or falls I will not worry about it one way or other. I would be prepared to endorse your comments more often if you did not seek to dismiss others, belittle them and to do it with such rudenes . I think maybe you feel that you have been driven to that, but whether it is the best way to get your message across ....... I don't think it is.

who have been on the same journey will do that too. But right now there is huge value in the historic and future Samsung sales, make no mistake about that. Like LOAM I am heavly invested and want to be holding for that moment.
My wife knows about the Settlement RNS. She knows we didnt sell at.70p too. I was out that day at a funeral, but I hope to do better in time.

And if it all turns out bad I'll read the Rudyard Kipling poem to myself whilst skilfully avoiding to answer any questions from my wife. In a way LOAM investor managers too may have to answer some tricky questions of their own

Stt1 you just described an event. Now please give me your narrative summary of the entire case, right from inception in Feb '20 to settlement talks in Feb '23. It will be enjoyable to look back at your summary of the highlights.

Here is my investing journey in Nanoco. It has been a good ride. The SP was just 10p when Nanoco started its litigation case in Feb '20. That was a great entry price for me, but I've actually been an investor in Nanoco for around 10 years in total. Twice before I have completely sold out my holding for what turned out to be within 1p of the long term peak. The first time I did that was when the price was 120p as I had forecast (and stated on here at the time) that I thought the DOW deal was empty/ not working. I spoke about a fall to sub 50p levels, and got a lot of abuse from some people on here for it!! .The price fell to about 40p over the.next few months. I was back in sometime later at sub 20p and sold out at 50p which was again the long term peak just a few days before the Apple deal collapsed. I had been looking hard at Plessey technology and got cold feet. The price crashed to around 6p very soon after, and sometime after that I bought back in again, at 10p, for the right reasons as it turned out, and now three years later here we are.

I have built up a large stake since the 10p days, and made no sales at all during 2021 and for most of 2022, whilst during that period LOAM was a notable seller. I was forced to sell about 25% in Autumn '22, to release cash for a house move which completed in October and to appease my wife who wanted a bit of risk reduction (same reasons as LOAM except in an individual investor context!). I was happy to do that simply becase Nanoco had come to totally dominate my portfolio, and I wanted to buy some shares with different investment profiles. The rest I continue to hold and don't feel very inclined to sell. I bought 3 times since settlement news. Sold those shares at a loss this week (!) to buy other stock. To look at it coldy I have overall been a seller just like LOAM over the most recent period.

So I have had a great time following the fortunes of Nanoco and I have made a lot of good decisions on when to buy and more importantly when to sell, so much so that you might accuse me of knowing something...... But I don't. I only know as much as LOAM. I might have done a bit better than they have with my timing. I put it down to luck and the benefit of gaining a lot of experience investing in AIM small caps for 20 years since the early days of AIM. The biggest improvement I have made is detachment. I could sell everything tomorrow (for a thrd time) but if I do, then I don't know it now as I am happy to hold. At this point, however, when the case ends ths company is morphing from one type of company to another so that's a change, and I might reduce a bit. Others who have been on the same journey will do that too. But right now there is huge value in the historic

I was expecting LOAM to sell more than they have done stt1. This is tbe end of the case and it came about fast. For me, it's a total non-issue.

Nuts if you assumed they would just do nothing......

Ok so I will ignore him. Nice if a deal can be announced soon so we can go back to being a boring share waiting on contract news

You missed my post stt1. Here is all you need to know. N is effectively selling off display business with this deal, and that totallly changes the risk profile.:

" Why would LOAM not sell part of their stake to bank some profits?? NANO is not one but TWO separate businesses. One is ending with Patent Peace (displays), and one is just getting started (sensors). As Hawi rightly points out they also undertake active portfolio management."

No stt1 that would be utter madness!! LOAM sold into a fast rising share price. That was sensible. They are waiting to find out the deal just are we all. It works both ways. I am sure they will be uber happy if it goes shooting up on the deal announcement. They won't be crying over the ones they sold (which is far less than they hold).

It really is not so hard to understand

Stt the answer is because they know no more than anyone else!! . They are prudently trimming some profit. It is not hard to understand. I think the LOAM selling scare mongering here is well and truly over. You have had your fun.

Lejjb, it's the quality we have here.
Suggest everyone newly invested reads back from Feb '20 to discoblver what a good board this has always been. It will help sort out some of the wheat from the chaff too.

Why doesn't BT just weigh up a consensus of the views on this board to keep shareholders happy, stick it on a piece of paper, and ask Samsumg to agree.

If S is happy everyone is happy. Right now $500m would do it for me.

Why doesn't BT just weigh up a consensus of the views on this board to keep shareholders happy, stick it on a.oiece of paper, and aak Samsumg to agree.

$500m would do o for me

Why would LOAM not sell part of their stake to bank some profits?? NANO is not one but TWO separate businesses. One is ending with Patent Peace (displays), and one is just getting started (sensors). As Hawi rightly points out they also undertake active portfolio management.

Hawi much as I value your posts, how do you square the 5x6 input costs funder's share with the 20-50% statement. I don't recall any mention of a cap, but maybe there was?

What face do they care enough about to save Troublesome. The same company has been through countless corruption scandals

Thank you for your persistence Hawi. I don't blame the others for quitting the debate though. I have enjoyed reading back over the posts from 6-9 Jan which I am now doing in my downtime instead of keeping up with current discussion here which is mostly pointless now.

I have just started on the morning of 9 Jan. It is interesting to see that many of the instant reactions then were IMO spot on, which is a big contrast with the convoluted garbage we have been subjected to since then.

NGR, that would be a good thing IMO. They have done their business! And well done to them!

I don't know about you but I can see a lot of value in the smaller company sphere right now, and that will be the same for maybe over the next 12-18 months. That's a buying opportunity, but selection is critical. I am already weighing up my options for my next Nanoco-style investment ride.