Member Info for idontmessabout

How's this for a scenario. Nanoco received the long awaited order, LOAM increase their stake, Nanoco completes the order over the next 2 weeks and then communicates it to the market...

Might be barking up the wrong tree (or just plain barking) but I thought we were waiting to receive our first commercial order, not to complete/fulfil it?

Well, if it turns out that Nanoco’s dots are in the sensors, and the Vision Pro takes off as “the next big thing” for Apple then we ride on the coat tails of it.

Hope Nanoco don’t get left out in the cold.

Plenty of capital/asset management and investment firms listed as tenants.

Correct link:

https://en.m.wikipedia.org/wiki/Solow_Building

@Kooba - did a bit of sleuthing with that image, looks like it could have been taken from the building at 9th West (Solow building: https://en.m.wikipedia.org/wiki/Solow_Building)

Nothing of any note from the Q4 earnings call with Apple. Only nugget relating to the Vision Pro was that it was likely to be made available in store only at launch.

Results presentation starts at 4pm EST (8pm here) – would expect some guidance on Visual Pro which may shed more light on the launch date. All irrelevant of course if we're barking up the wrong tree with the ST Micro/Apple link.

@Patty I consider the share undervalued and in a state of shock after the hype (hyperbole?) of the Samsung case. Until this order materialises the share price will languish. Anyone looking at this share who isn't already invested will (rightly) be pretty wary about wading in without the promise of this order coming good.

Likewise; I had some room in my ISA so I've been putting through some small orders to average down and use up my allowance. I've been a holder for years and I expect it'll take a few more years yet until we see significant demand but I do feel that the technology is reaching a level of maturity in markets other than display. Who knows. Two false dawns (Apple rumours, then the Samsung debacle) has dampened my enthusiasm somewhat but the tech (and applications) still excite me.

BT made it clear in the last presentation that they were looking at a range of options so I wouldn't hang my hat on the 'return' to shareholders being done so by a dividend (or at least not entirely).

Https://www.mining.com/bbc-admits-to-publishing-fake-news-on-scotgold-that-led-to-share-spike/

An obvious question. Would an RNS about the grades have been released if PD hadn’t stepped down?

So they forecast 8g/t in April but reality was 4g/t?

Interesting that they didn’t see the need to take 100% of the extra.

means nothing if there's nowt coming out of the ground!

Unless the doomsday scenario plays out and the dollar becomes worthless. Then Samsung’s payout will only be worth a tenner.

Thanks Nanogeddon; that makes sense. Either way, it's frustrating... as is the radio-silence from BT/Nanoco. Back to reading rumours surrounding Apple's AR/VR headset and hoping that Nanoco can ride their ST Micro's coat-tails if indeed it is being launched and it contains a significant amount of N's QDs.

Just one layman's opinion; but the leaked spreadsheet is a pdf (why not upload the actual file) and the formatting and quality differs between each month (page) ... I'm also not convinced that the company itself would use its own stock symbol when naming an internal document.