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I can't see there being anything meaningful announced this close to the tender offer concluding and the buyback still underway.

Yes. Shares have been granted under the bonus scheme; the tax liability of which is being covered by Nanoco by selling shares.

There’s a table at the bottom of the RNS with a breakdown:

Acquisition of shares on exercise of option.

Sale of shares to pay tax and costs

Thinking out loud. As the share buy back is on-going, the total number of shares from which voting rights are calculated is constantly shifting. So when it comes to TR1s they might be delayed until the buyback is finished… unless they’re required to issue a notice each and every time it changes?

For whoever mentioned it would take until the end of April for the tender to be executed and money deposited my modest amount landed in my II account today (and the shares taken) so suspect the date quoted in the RNS was to cover writing out cheques to the PIs not using an online service like HL or II.

For whoever mentioned it would take until the end of April for the tender to be executed and money deposited my modest amount landed in my II account today (and the shares taken) so suspect the date quoted in the RNS was to cover writing out cheques to the PIs not using an online service like HL or II.

Oh no! Not 18,745 shares.

Tomorrow

Well fwiw, I tendered 25%. The way I see it, if the tender works and the share value increases then great. If it drops then I’ll buy back in and lower my average.

I’ve been ‘in’ since 2019 and intend to hold until something material happens (when one of the fabled mass consumer devices gets to market). I see that as a when not an if.

My understanding of taking shares into treasury allows the (already existing) bonus schemes to pay out without having to issue new shares (preventing the price from being diluted)?

One would have to assume that these institutional investors are going to either a) partake in the tender offer themselves, or b) hope that private investors put all the shares up... and the value of the remainder increases?

I hope they have something meaningful to say regards profitability in their interim results presentation end of March. In principle I agree with the tender offer but with no clear line-of-sight as to the value/organic business after this Samsung cash disappears its hard to see how the price won't drop post tender.

Just had a notice from ii; their deadline for bed & isa in this tax year is 4.30pm, Thursday 28 March for those who haven’t yet (and can).

I’m not convinced any listed company would put much thought into the tax planning of private investors, why would they? As an investor (private or otherwise) the onus is on the individual to make suitable arrangements?

I’m frustrated by the lack of communication and the shifting timescales. Everyone will have a different take on what they’d do in the event of a buy back or a straight dividend.

I’m not convinced the share price would tank post div to the same degree as people are talking about. That would suggest that investors have been taking a position ahead of the dividend being confirmed.

I’m sure there are those who just want to take there money and be done with it and would sell their holding entire ex-div if they were above water.

As a LTH I would be taking my dividend and snapping up the shares at 10p if that were to happen.

Bit galling to see Samsung’s logo listed on the website under the title: IP licence partner unless I’m missing the point.

Https://thenextweb.com/news/dutch-startup-improve-x-ray-imaging-quantum-dot-tech

Not the RNS we were expecting. Dieter joins the board of a semiconductor company. Let’s play join the dots.

I doubt very much that ifixit, or the community it serves, would be interested in breaking apart individual components (such as sensors) to see what makes them tick. Surely the only way we'll know is if they find STMicro kit inside, and then Nanoco tell us which of STMicro's products the dots are in.

Perhaps the recent commercial order for Nanoco is simply for the first batch of STs new sensor… “sampling” sounds like a small number but if that involves giving a few to a third of its customers that’s still a couple of hundred thousand sensors?

We all know it wasn’t really the boards decision in the end. The ‘advisors’ were running things. Either the offer from Samsung passed their (funders/laweyers) threshold for settlement and/or Samsung had an ace up their sleeve and made a Hail Mary at the close.

I agree that the comms leading up to and throughout trial were misleading, and should have been tempered some what. But I also accept I, like many others, wanted to believe we could ring Samsung for everything that Nanoco (and its investors) were clearly robbed of.

The salt in the wounds being the damage done to sentiment and trust; the share price should be mid 50s - and would be if the guidance had been more cautious.

Just one layman’s view.

I’m still holding, have averaged down several times when funds allowed, and I very much believe that Nanoco are now truly on the cusp of getting things right.

Good luck to new and LTH alike.

Association with an Apple product aside, if the theory turns true then having a product of this calibre out in the market will do wonders for the sensors and therefore the dots inside.