RE: Analysis of selling22 Apr 2024 12:13
Call it just under 200m with employee share benefits.
The question is whether there is £40m of value here.
Well possibly with £23m cash +IP +Runcorn +Business.
Runcorn was expanded. I don't know about the leasing arrangement, but Nanoco and Apple have put lots into it, which Nanoco own.
It's likely to be worth at least £10m.
£7m for IP and the business seems ridiculous, but it's unproven.
IF value from the business can become clearer, there's potential for Nanoco shares to rise.
I'm back to hold, I don't think 16-17p will be realized.