Member Info for FlyingHigher

I don't think the Samsung settlement absolved their entire supply chain of any liability.

I've also speculated that Hansol and Nanosys would be sued.

Any company involved in Samsung's commercial production of CFQDs could have infringed the patents.

However, I don't think they've made much money, so we're probably looking at small settlements, even cashless settlements.

I don't know anything about what happened in 2009

Exactly idontmessabout. Nanoco are picking apart the supply chain. Many of us on here thought this would happen. We don't know how much this one will be worth but they got £4m from LG very easily, so I think it will be quite routine. I also don't think this will be the last. It all extends the cash runway to make takeover/investment talks more favourable hopefully!

I think it's likely to trigger a lawsuit with another settlement of a few more million.

This was a pragmatic approach with honest communication. They clearly stated the damages award would be small. They exited early with a bit of cash. All good with me! The issue I had with the first one was the deliberately indicative statements made by the former leadership and the attempt to frame the eventual settlement as a positive when it didn't come close to the calculations they had given us! I've said this 100 times, but even if they'd stated that it was a much smaller amount but a pragmatic decision I would have been OK. It was immoral because they signalled a settlement, the big fish bailed, then they signalled again that it would not be in line with expectations. That was blatant market abuse, but we see it all the time. Unfortunately small fish like us, who didn't know the reality, got stung whilst the big fish got out with their money. It was an appalling state of affairs.

The question now is: How much value is there in Nanoco?

£17m of cash means the shareprice is trading at cash value because the market can't see what else is there.

The share price should logically deplete by 500k per month in that case.

Of course, shareholders hope there is a some form of golden nugget remaining for the sale.

I've lost all confidence now and think this will probably be picked up for peanuts.

Contrarian - I don't think the rest of the business is worth very much or interesting to anybody, which is probably why it's been omitted from the offer.

ITV would become a bit of a shell after any sale of M&E. If M&E sold for 1.6bn, would the rest of the business be worth £1.48bn? I can't see how it would be!

Why has the share price gone up today? The offer proposed would represent 40.71p per share and a substantial discount on yesterday's close, yet the share price has gone up further. I don't believe there is £3.08bn of value here and neither do sky clearly.

Get out before the market wakes up! It's unlikely any offer will come close to the current market cap.

This is absolute madness!

There's no chance of a bid coming in at anything close to 37p. It won't even be 20p at this rate. It will most likely be at something like a 20% premium to the share price in my opinion. Around 12p.

Never mind flooding in, business slowly dripping in would be a good start.

Yes and I think LG's potential legal losses could spark a decent offer, but I'm bored of this now, like everyone else

Let's be honest, £72m is looking unrealistically optimistic here.

I made the case that £70m seemed fair a while back, but I've been worn down.

I fear we're in for yet another Nano disappointment.

It should still be at a premium to the current price though, but what consolation is that for those who could have sold at 24p?

"The rise tomorrow is gonna be astronomical."

That's what I tried to convince my ex-girlfriend of, but sadly it remained flaccid.

This forum is going to get really dull if we all just exchange AI output. Keep your brain sharp, do your own research, and think about how to articulate it to share with others.

Whilst we can't forecast anything, the new BoD have been very clear that any damages will not be on the same scale as the Samsung case.

Worth pursuing but nothing like $150m could be any number. I guess that Nanoco will retain something up to £10m if they're successful.

I'm hoping the overall value of Nanoco becomes clear to those involved in the CDX process and shareholders can leave with something meaningful and above the 24p offer many declined for the buyback. The latter part is certainly optimistic!

TwoGood2Die - you've clearly lost all objectivity on Nanoco and will present absolutely everything through the prism of your own cynicism.

Buyers will get VRS assets from the administrators.

A new shell will possibly buy them and form a new VRS.

Paul.baay@hotmail.co.uk

Oops sorry I thought you posted that on the Nano forum, but this is an example of me getting sucked into something with an unclear valuation and speculative prospects that has worked for other stocks but never the ones I've been involved in :D

To be honest Fleccy, when I stumbled upon some coverage of Nanoco about 10 years ago, I hoped that the same kind of madness would happen at Nanoco. Whilst it was obviously speculative, I hoped it would go like Tesla and get an obscene valuation on hot air!

The reason not to is there is potentially more value here than what is currently reflected in the share price.

It's easy to find £70m of value here. IP with an accounting value of £45m + runcorn assets + cash + core business + LG lawsuit.

£70m looks slightly conservative in fact. However, we have no idea how much someone will be willing to pay or if they will be willing at all.

The horrible reality with Nanoco is I have no idea what's going to happen, so making the right choice is pure guesswork and a gamble.

I believe the takeover or court case(s) will bump up the share price, but you may have more fun at a casino.

That's up to you!