Rainbow Rare Earths Phalaborwa project shaping up to be one of the lowest cost producers globally. Watch the video here.
I'm just half jokingly speculating on the share price movement..
The thing I do like about Samsung, is their strong commitment to the QD market. Just can't wait to hear the actual reality of what happened behind the scenes, if it ever comes out...
*Signed
Maybe we'll get a nice RNS on Monday. Maybe they've finally singed a licencing deal and agreed an out of court settlement..
Maybe they should build a courthouse in Texas, seen as they are often there!
I'm with your stance Cholertona, in that the more new Qd products launched, the more the market will mature, opening up the demand for quantum dots. We need this tech to be as widely used as possible.
When I first invested into Nanoco years ago, I was under the impression that they were the only producers of Cad-free dots and that the process was protected by the patent, or a group of patents. Now, I know we believe Samsung to have used the tech, but what about Nanosys and other companies having cad free as an offering. What process are they using. As mentioned by someone here, LG have had long standing partnerships with us too. Could our tech have been "borrowed"by them too?
Thanks for this Amerloque!
I am super hopeful on the court case front but very much view it as a bonus.. Some new contract, licence or partnership wins would really strengthen our position.
Thanks BTB..
I love the car analogy PPE!
Wow, thats a fine looking TV...
Guys, I was just wondering.. Does anyone know what happened with the 2017 team up Nano started with Kyulux? The creation of Cadmium-Free Quantum Dot Hybrid QLED - OLED. Did anything ever come of that? I couldn't find any info unf..
Sorry, I copied and pasted and ran out of characters!
Wishing you all the best.
HFTB
A section of Nano's prospectus from 2015. Gives an idea of their patent strategy historically.
Relationship Between Wong Cabello and Nanoco
Wong Cabello is a law firm based in Houston, Texas, U.S.A. The firm’s practice is limited primarily
to the area of intellectual property. At present, the firm has twenty-four attorneys.
The firm has acted as IP counsel to Nanoco since 2009. In 2011, Wong Cabello was asked to assist
Nanoco in developing Nanoco’s patent portfolio and IP strategy. Wong Cabello has primary
responsibility for the preparation and prosecution of Nanoco’s patent applications in the U.S. For
related applications in the rest of the world, Wong Cabello coordinates the activities of patent
advisors in those other countries. For example, Wong Cabello works with Marks and Clerk for filings
in Europe.
Nanoco’s IP Strategy
Nanoco uses all forms of IP protection to protect its technology, including patents, trade secret
protection, and copyrights. With respect to patents, Nanoco seeks to build a portfolio that at least (1)
protects Nanoco’s core technologies, (2) demonstrates Nanoco is a technology leader; (3) has
significant market potential; and (4) may be useful to counter assertions made against the Company.
Nanoco builds its portfolio by filing patent applications on its own innovations and by strategic
acquisitions.
Nanoco will also acquire or license in patents that are strategically important to the Company. An
example are those patents that have been assigned to Nanoco and that originated at The University
of Manchester. Nanoco purchased two patents and a patent application in 2011 from Evident
Technologies, Inc. Those patents are listed as items 4 – 6 under Miscellaneous in Addendum 1.
Nanoco aims to protect its IP in key markets across the globe. The countries in which it files for
patent protection are selected to maintain a balance between the cost of protection and the value of
the resulting IP. As shown in Addendum 1, those countries include the United Kingdom, Germany,
France, U.S.A., Japan, South Korea, and Taiwan.
Implementation
Nanoco directs and manages its IP program through its senior management team, a Patent Review
Board which includes some of senior management, and with the assistance of Wong Cabello. The
Patent Review Board includes both technical and marketing members to assist in assessing the
potential value of IP.
In the normal process, scientists involved in the development of new or improved technology, such as
process or material improvements, will submit an invention disclosure form when it is believed
appropriate. The PRB reviews invention disclosures quarterly (or more frequently depending on
circumstances specific to the disclosure) to decide whether the disclosure should be the subject of a
patent application. In making that determination, the PRB is guided by the strategy outlined above,
as well as practical considerations, such as whether the likely scope of patent p
An interesting snippet i found..
LG recently unveiled its "QNED" Mini LED TV, to be launched at CES 2021 in January. This came as an unpleasant surprise to Samsung, which has been developing its next-generation TV display technology under the same name.
Samsung and LG are the top two players in the global market for TVs. The two have been competing with their respective flagship models ? Samsung's QLED made with LCD panels and LG's OLED.
Last year Samsung began developing QNED technology which applies fine quantum dot material to LEDs to enhance image quality. The company had intended on developing a new model incorporating QNED technology to succeed its QLED. QNED stands for quantum nano-emitting diode.
But LG recently applied for QNED trademark rights in Korea, the U.S., Europe and Australia, with Samsung following suit. The trademark rights of both companies are currently under review in the respective countries.
LG said its QNED TV integrates mini LED technology with quantum nanocell technology. LG's QNED technology ? quantum dot and nanocell ? is said to be different from Samsung's QNED quantum nano-emitting diode technology.
Why such a price fluctuation today? Hopefully Nanoco are involved in the new LG product!
Guys your insights and analysis are always interesting to read through, so thanks for that.
I wonder if Nanoco would still consider selling the company if any offer came through? To me, its still strange that they were trying to sell up before Covid hit. Then, decided to pursue Samsung.. Id love to know what was happening behind the scenes!
I've been invested for years and think the tech is fantastic but this whole process is very painful. Luckily I was able to top up a few weeks back.
Samsung could do with having someone like the fictional character, Saul Goodman on their legal team! They often find themselves subject to claims like Nanos on a regular.
Innovate Uk have been very supportive of Nano over the years if you look at the different grants we have benefitted from. Thank goodness for schemes like this.
I really do hope for a big payout to Nano as the outcome here. We would then have the cash to really drive the company. I know we're going to be quite focused on the Dots now but R&D is so key to this future tech. Cash reserves in the bank could open up alot of possibilities.
Great insights and thoughts guys. As an investor, I alsosometimes get frustrated by the lack of available info, especially as I've been a holder for years. I look at the company that has so much potential and from the info given, cant see that much happening. From the other perspective, there could be loads, but with not many updates, that is unknown. I guess that's the risk. The news today was refreshing. Thanks all.
Let's just hope that there aren't any of those dirty tricks that ME mentioned won't go unseen.