Member Info for FlyingHigher

There would be no breach of agreement.

The agreement is likely to be permitting mutual access to the patent portfolio. In which case, why would customers choose Nanoco not Shoei?

Please answer this key question.

I suspect this is why the Market has called time on Nanoco.

I did too £2.5k at 84p and I'll keep topping up

TW is it gormless speculation to say the agreement between Shoei and Nanoco renders Nanoco worthless if the reality is that they won't get any business?

They had their IP infringed before and got $150m for it. With no exclusive IP, what do they have? Nothing?

TW I'm genuinely interested to hear what you make of this and why your opinion is strong buy. Am I wrong about something?

The reason the share price is tanking is that Nanoco have just signed over all value of the QD patents, which they effectively did to Samsung for $150m dollars anyway, given Samsung are by far the largest producer. (Not especially big news)

Then the sensing patents, some people believed to be exclusive to Nanoco in the same way, turned out to be a collaboration between Shoei and Nanoco.

(THE BIG NEWS!)

So now we should sensibly be asking: why would anybody partner with Nanoco and not with the proven Shoei?

It's likely this realisation stopped them buying Nanoco and opting for an agreement, which Nanoco are in no position to benefit from anyway.

I stress these are only my thoughts and please do your own research, but it looks like Nanoco are completely finished as a company.

We have until the cash pile runs out, unless for some reason new business is struck.

However, Nanoco failed to make anything when they owned their IP.

Now they don't exclusively, what chance have they got?

Almost zero in my opinion.

There are no royalties. Get a grip.

The only potential light at the end of the tunnel is a sensing JV or takeover now that the IP is clarified.

That puts Nanoco in a leading position in a huge emerging market with some big fish.... where have we heard that before? I can't remember! Anyway if the new leaders and landscape can help get this right, my initial reaction could be wrong.

This is like trying to reconcile with a partner who has cheated on you 9 times assuring you there won't be a 10th, but it might be alright.

TerrorWit stop using AI, it ruins the forum.

Forums are for discussions with people

To scrape the bottom of the barrel, it's possible that the reason for Apple's discontinuation was the infringement of the patents Shoei now own and with this settled Apple will sign a JDA or even buy Nanoco. Somebody will buy Nanoco, it's just whether it's an absolute bargain basement sale or one that will offer something of a return to long-suffering shareholders. I predict the former.

A patent waiver will probably be signed formalising authorised use of eachother's disputed patents, meaning display is dead.

Nanoco don't have the required capital for sensing development.

Nanoco are finished.

Sorry for those about to lose all their capital here.

The fateful day has arrived.

I don't think this legal pursuit will take very long because it's in the interest of both parties to settle.

This is a gamble and I think many would have a lot more fun at the Casino where you get beer tokens too.

Kooba, the answer could be that the big fish considered it less hassle to keep everything in-house and just infringe Nanoco IP. It could be that commercial interest from Samsung and Apple had the sole aim of understanding Nanoco's seeding process to do it themselves.

This is not unique to Nanoco. Look at Apple and Sumsung's past infringement cases. They just stomp all over the small fish and pay a pittance in damages.

Fantastic, I'll buy some and manufacture TVs in my garage.

I sold my £800 holding for £800.97 last week and was surprised when I only got that on the bid. Now we know why. I don't know what's the sensible thing to do here. I need cash for soon in my personal finances, so I couldn't risk a loss, but there is the remote possibility of some positive litigation or sensing news in the near future. Selling at a historic low seems flippant but holding seems painful. Most likely response: do nothing, just wait and see.

Kooba - I was not surprised by the CDX conclusion. It felt like the lul in my relationships before they ended. They went flat for a while and just faded out before being officially ended.

I was most alarmed by the CEO's departure for the same reason you mentioned. It now feels like we're just ticking along until somebody decides to turn off the lights. I have no doubt more money will come from the litigation, but what's the point in surviving for another few years after that?

Nanoco appears to be finished, probably in 4 years time, but finished nonetheless.

It looks likely the share price will go up from here, but Nanoco are unlikely to ever get decent value for shareholders and a peanuts sale looks probable.

Nanoco will win this, I'm 99% certain. The questions are how much will they get and how will it impact the CDX?

This will clearly be a bigger sum than the LG case in my opinion.

This could get interesting!

I invested £800 back in here for pure banter on the off chance something closer to the bull case is realised.

As I said before, the market has clearly lost all confidence in Nanoco's commercialisation and is valuing them at cash. Fair enough.

The CDX process could produce any value or none.

I think Nanoco will go for peanuts now.

The optimistic value case I talked about before is:

Cash value - 8p per share.

IP - valued at £45m in the accounts / 24p

Sensing business - ?

Runcorn - ?

With interest and a competing bids, a buyout of 30p+ is possible.

Do I predict that? No I think peanuts or even nothing in 2 years time, but I mention it for balance.