Member Info for FlyingHigher

The drop suggests somebody is loading up in the background? No it suggests the opposite.

When you write Lol with loads of !!!! and start name-calling, how does that make you feel? What does it achieve for you?

I'm saying all the IP and sensing business is worth £15m, but that part is a guestimate of course.
However, watch dragons den. You won't get away with a lofty price tag on an unproven loss-making business, which is what the sensing applications business currently is.

Brian will be be put into an advisory role and Mike will come back.
Then after he makes loads of money for the board of directors and little progress for the business, they'll rotate again. Rinse and repeat.
I was hoping they had something to offset the trial disappointment against, but it appears not.
I'm encouraged by LOAM increasing their holding though.
I think current falls are due to wider market carnage more than anything else.
It makes me nervous for Nanoco because there's no rationale.
They have £6m cash, an incoming £69m, a production facility worth at least £10m, a sensing business with STM and lots of IP, which is difficult to value, but as others have stated maybe the 2D materials IP is worth more. So how Nanoco can be valued at £69m is beyond me.
The only thing we can definitely hope for or 'look forward to' is some progress with STM, but we know that's not close to full-scale production.
I'm hoping for a cyclical upward correction in the share price to better reflect the value of what Nanoco currently have.
My money's now on a formal sale process with the eventual sale for around £100m - 31p.

The problem is that at just under £100m I don't think this is cheap given the P/E.
I worry it might have even further to go if there's a more general market sell-off.

No giantsquid, I've studied the US backed ultra-nationalist Maidan Coup of 2014, the subsequent bombardment of the Russian communities by the Ukrainian regime and the Rand 2019 - 'Extending Russia' publication in which this advisory group explored the possibility of the US trying to drain Russia with support for the ultra-nationalist groups and a provocation in the East. That's the evidence!
Sorry for the O/T but what we should be asking ourselves is if this current Ukrainian Regime regarded the East as part of them, why did they remove their native Russian language (in media, history, education etc) and more importantly, why have they been bombing them for the past 8 years?
Anyway, this is all part of the wider US collapse from my perspective.
Lowerrisk - I certainly haven't sold my soul to anyone or anything!

Good Afternoon,
I've warned repeatedly on numerous forums that this is the end of US hegemony and the start of a new era where the world is on a level playing field with no discernible superpower.
The Eurasian alliance is growing, hoarding minerals and resources, whilst trading outside of the fiat system.
The coming crash is not a blip.
The Ukrainian conflict is the product of a dying US superpower drunk on its gluttonous global exploits from the past few decades, sleep-walking into a long-overdue economic and societal meltdown. They thought they could flex their muscles one final time, but they've arrogantly neglected their own stockpiles. Ukraine as a nation made the wrong choice. They rejected cultural and economic conservatism and instead draped themselves in the blood-soaked robes of the US-led hedonistic globalist agenda. For that choice their nation will fall and with them, any other country that allies too closely with the US. I say this with a heavy heart. You have been warned.

Good Afternoon,
I've warned repeatedly on numerous forums that this is the end of US hegemony and the start of a new era where the world is on a level playing field with no discernible superpower.
The Eurasian alliance is growing, hoarding minerals and resources, whilst trading outside of the fiat system.
The coming crash is not a blip.
The Ukrainian conflict is the product of a dying US superpower drunk on its gluttonous global exploits from the past few decades, sleep-walking into a long-overdue economic and societal meltdown. They thought they could flex their muscles one final time, but they've arrogantly neglected their own stockpiles. Ukraine as a nation made the wrong choice. They rejected cultural and economic conservatism and instead draped themselves in the blood-soaked robes of the US-led hedonistic globalist agenda. For that choice their nation will fall and with them, any other country that allies too closely with the US. I say this with a heavy heart. You have been warned.

before not being*

Like Brian Tenner, I'm excited about the prospect of Nano taking minnows through the courts, getting a pre-court settlement and this time, ending up having to pay millions in legal fees. That really excites me.
Another thing that really excites me is the likely prospect of STM ending their collaboration with Nanoco just being any commercialisation.

AngerSharkz - Go over to the Nano board and tell everyone what you know about the company to support your conclusion that it's rubbish. At least that company doesn't follow the general FTSE so closely and therefore is more immune to geopolitical instability.
Today's BARC recovery is very lethargic. It's because there are big falls to come.
Don't say you weren't warned.

This is not oversold, it will go lower. Stay on the sidelines, a big crash is coming to the market.
The market has been midrange for too long and failed to break out repeatedly.
It has one way to go, which is down and back to well established support lines, but this crash will be massive.
It's the start of the US collapse and the end of US hegemony.
US alligned economies will see a collapse of their currencies and spiraling debts.
Housing markets will be in tatters with people forced to face the harsh reality of negative equity and a burst bubble.

My hair has been transformed from brown to grey

If you're making £2.5bn but recording a loss of £500m then £1.3bn will last just under 3 years.
Valuing a loss making tech company like this is very difficult, but the reality is if they fail to prove commercial viability soon, it will be curtains.
Certainly sub £3 coming here.

from a chart perspective this is certainly going sub 20p, but how low remains to be seen, perhaps 16p.
I suppose on this basis I can't have a buy call on Nanoco.

For as valid as the fears around the banking sector are, I think the share price trajectory is more a return from the mid-range no man's land we've been in for several months to well established support levels.
Barc should fall to close to 130p.
This is a game of patience now.
Don't get caught.

Down down down and down a bit further. I'm nervously wondering how low this will go. It's definitely oversold though so I'm hoping logic will prevail soon.

This is a strange investment proposition. The business is in decline, now losing half a billion if the last year is anything to go by, but has £1.3bn in the bank and makes £2.5bn revenue. The cash isn't that appealing because of the current losses.
Valuing it at maybe £2bn would give a share price of around 233p, but I'd be cautious on that because they're leaking cash. The results were appalling and I'm not surprised this is getting battered.
Definitely take another look around 233p but I wouldn't bet on that holding at this rate.
Does it matter if you can generate loads of revenue but lose loads of money? I'm not sure.

HH I completely agree with your views on Brian Tenner. He wilfully misled investors directly and by refusing to correct Edison if they had misled investors.

I've just added myself targeting 28p