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Https://www.milkwoodcap.com/docs/milkwood-dsm-july-2024.pdf

8” Wafer-Processible INFIQ® QD Ink Development for SWIR QD Photodetector Manufacturing

https://gtr.ukri.org/projects?ref=10073758

if that kit was bought and commissioned exclusively for use as part of the stm agreement and there was no clause covering nanoco's **** in the event that stm pulled the plug then that's a serious problem.

Https://www.microledconnect.com/post/quantumdots-qd-swir-microled-nanoimprint

https://www.microledconnect.com/

Https://www.researchgate.net/publication/383195826_Enhanced_Thermal_Stability_of_Conductive_Mercury_Telluride_Colloidal_Quantum_Dot_Thin_Films_Using_Atomic_Layer_Deposition

TG2D… you’re forgetting the bit where he got Samsung in court.

Morbox kindly did the honours a few days ago but it was lost in all the 'noise':

"So just under £1m to go. (£940,000) approx with rounding."

Https://wp-nanoco-2020.s3.eu-west-2.amazonaws.com/media/2024/08/Senior-Device-Physicist-JD-Aug-2024.pdf

Talking of seafood and pembrokeshire, you can’t beat some freshly line caught mackerel out of Porthgain

Can’t believe you lot missed Nanoco’s visit to Chester Zoo… such a rich ground for analogies, metaphors and quick jibes.

*2nd hand

Do we know where the 2nd fab came from? It’s not like this thing was sat on EBay? I still consider it something closely linked to a customer/agreement to speed up the process of getting something to market.

Https://global.canon/en/news/2023/20230529.html

I’d like to think that they regularly conduct a strategic review/SWOT analysis but I wouldn’t expect them to share the details.

Risks abound. What if STm manufacturing plant catches fire, what if there’s more supply chain disruption, what if Russia press the red button?

They’d benefit from more irons in the fire for sure.

Yes, and shortly after that he goes on to explain in some detail about the manufacturing process of sensors, and wafers etc. The fact that the client will need time to build up to manufacturer at scale, as process, build up inventory, before releasing to the market. If think the notion that Nanoco don’t know what the end user products are exactly is likely to be true however they must know which sensors these dots are going into for STm.

I’d say our wagon is pretty much hitched to STmicros. This 2nd-hand fab appeared rather conveniently with talk of 300mm wafers. Steps to reduce the time/lag with testing and sampling back and forth across Europe and beyond all points to something brewing. Unless of course it’s a red herring.

As for the buyback pause; I’m not sure there’s a scenario whereby Nanoco can ask the buyback to be paused without also notifying the market of the reason? If they’ve paused the buyback based on their own decisions I’d have thought unless it resumes within the next few days/weeks then Nanoco should also be asking questions as to why they’re not benefiting from the lower price. July’s a little to far off to be holding on to any significant news .

If buying the bottom was that easy everyone would be doing it. I bought back the portion I tendered a lot higher than 17p but comfortably below 24 for it to be a worthwhile exercise… providing of course things start to happen with the organic business!

Thanks for the video. They mentioned the use of cadmium free dots. I’m sure I recall BT saying that they can’t be manufactured at scale without using Nanoco IP?

So Hamoodi tendered then.