Member Info for idontmessabout

The natural conclusion to this line of thought would be for Shoehi to buy Nanoco.

Thanks @Kooba, good point – I had missed this when listening live first time round.

So is this Nanoco going after Nanosys via LG? If Nanosys are supplying the dots to LG then I don’t see how they can’t be dragged into this?

Nanoco agreed to pull its cadmium-based product from the US, will they now be locking heads with non-cadmium patents - with LG as some sort of proxy?

Won't let me paste the link; it's on Director's Talk Interviews.

this article was posted on 9th april 2025 (according to the website) yet refers to stm in the present tense? sloppy editing rather than anything to get excited about? "a testament to nanoco’s industry leadership is its strategic partnership with stmicroelectronics, a collaboration that underscores the commercial viability and demand for nanoco’s quantum dot technology. this alliance not only validates the company’s innovative approach but also signals robust market confidence in its products."

https://www.***************************/nanocos-quantum-dots-driving-the-next-leap-in-imaging-tech/4121190919

Posted on LinkedIn by Dmitry recently:

"Our latest Quantum Dot research has been accepted for publication in the Nanoscale magazine. We at Nanoco believe that one day in the not-so-distant future this work will enable robust quantum memory, distributed quantum computing, and unbreakable quantum encryption. In the world where everything with "quantum" in the name is hyped up beyond belief - this is the real stuff!"

https://pubs.rsc.org/en/content/articlepdf/2025/nr/d4nr04558k

Given the article refers to 'Experimental MicroLED production' I'd infer from that they're still in the R&D stage which could mean that Nanoco are in the picture supplying/tuning a QD product alongside. That said, surely there would be 'news' relating to an on-going relationship if that was the case?

Thanks Kooba. I recall reading an article a while back about BOE developing a QD panel, could they be in the mix somewhere?

Https://uk.hisense.com/blog/hisense-explains-quantum-dot

If Milkwood really were just after the listing I can see them taking their profit and finding another target.

Interested to see just how clear a strategy they have when they present next week.

That’d be another kick in the balls it turns out Samsung are supplying a QD screen for Apple.

Pretty clear Milkwood just want to get hold of a listed company to turn into an investment fund. They’d be a fire sale of anything not bolted down.

They state that the financials are inline with previously forecast. I’m personally happy to wait 4 weeks so the presentation gives a clearer picture going forward and gets presented by the new CEO rather the one with one foot out the door.

@Kooba https://www.investormeetcompany.com/companies/nanoco-group-plc

They were also a footnote in one of Edison’s reports earlier this year. Although as Kooba puts it, being a footnote would be about right if they’re only a small player.

Https://www.emberion.com/emberion-demonstrates-fastest-quantum-dot-based-swir-camera-on-the-market/

Would tie up with them being able to state that they completed the buyback at the FY results presentation (whether or not continuing was itself a good or bad idea)

Interesting thought NGR. I know it’s not possible for a business acquiring Nanoco to make use of their net losses for tax, etc but what about in a reverse takeover… ?

Aledia’s website references bringing MicroLED manufacturing back to Europe. Includes several SMES but mentions QustomDot (a firm in Gent): https://www.aledia.com/en/news/Aledia-partners-with-European-consortium-to-bring-microLED-production-back-to-Europe/