Member Info for idontmessabout

I'm no guru but is there not an ex-dividend date associated with stocks in regards the cut-off for qualifying for a dividend? On what basis would Nanoco qualify shareholders for 'redistribution' of the 2nd instalment? My point being... someone could buy into this share within a few weeks/months of the settlement and 'potential' dividend rather than holding the stock for 12 months? Would it not be towards the ex-dividend date where the divi would be priced in (and then subsequently drop if and to what value that divi ends up being)?

Look on the bright side; at least those who held shares in a standard trading account can now 'Bed and ISA' before the share takes off again.

Can anyone unpick this to understand the cash value they’ve extracted in April so far through LHS? “1200 - 1300 tonnes has been processed in the month of April). Since stope mining commenced, the mine is producing consistently and peaked with 28 DUX trucks of ore to ROM pad in a day. The grade of the stope ore is on plan, commencing at 4.9g/t on the first cut and producing gold concentrate at 230 - 300 g/t gold.”

Quality control, sampling, 2nd supplier/manufacturer stipulation?

There’s been no confirmation that Samsung has ponied up the first payment yet so I doubt the market would be pricing the 2nd payment in until it’s sat in the account (and/or distributed).

That page is at odds with this one; https://www.nanocotechnologies.com/investors/reasons-to-invest/ (which states 503 'patents granted and pending')

I'm still waiting to hear about the cake (on top of which the settlement cherry was supposed to sit on top of).
They moth balled operations and raised cash in order to take Samsung to court; to what end?
Either we have a fighting fund for genuine commercialisation (at scale) or it's game over and N become an IP shell?

I've been keeping a close eye on Nanoco's own careers page (nothing new) in the hopes of seeing positions for new production staff but nothing so far. ST Micro hiring a QD production engineer is an interesting development. I'd expect there to be a QA process on the receiving end as well as the supply side, and as Nanonano has suggested, it's standard practice to have 2nd supplier redundancy built in (and/or stipulated for larger contracts). Another possible reason is that ST Micro are looking to produce their own (having licensed the tech off of the supplier?).

Wouldn’t be surprised to see another RNS from Loam buying up more; they’d be getting 3 for 1 based on what they sold at.

Nice find @lee. "ST is actively engaged in the industrialization of a low-cost, high-resolution, disruptive infrared imaging technology based on colloidal PbS QuantumFilm (QF) technology." ... "QD image sensors will drive large SWIR imaging market growth by enabling new sensing applications for large-volume consumer electronics use-cases driven by orders of magnitude lower price combined with high performance".

Like others have stated, I think we're a few years off serious volume, even if Apple's AR/XR device gets out of the starting blocks later this year.

I think a dividend following the 2nd payment is only likely if N is operating at a profit and has a solid order book by then.

The first payment will undoubtedly be used to pay the funders/legal team, expenses and finance. If there’s to be anything returned to investors I can’t see that being until after the 2nd payment (Feb 2024 at the earliest).

Purely speculation, but I’ve always considered Apple’s ‘gift’ of the Runcorn facility to be something more... as in lets park things rather than terminate entirely.

I know third parties/middlemen are involved, but the Runcorn manufacturing facility was built to spec and, as such, could be considered a pre-vetted facility for the supply chain due diligence necessary to honour a contract with Apple (indirectly or otherwise).

Samsung Display listed as an Investor – make of that what you will!
https://www.kyulux.com/investors/

Is the implication here that the 'Asian Chemical' company could be related to the new AMS-Osram plant in Malaysia?

No, anticipation can still be based on expectation or prediction.

Will be pleased to see the day words like 'anticipated' and 'potential' disappear from the RNSs!

If the litigation was the only real opportunity for Nanoco (eg. last roll of the dice as a patent shell) then it doesn't make sense to have settled in the way that they did. The signals from BT/N were that the litigation outcome would be the cherry on the cake; which I took to mean that the litigation was part of a wider strategy to unlock the next step.

Although I'd like to believe the theory that there was a supply deal with S struck alongside the settlement I think it more likely that the conclusion of the litigation has finally opened up movement on organic business and/or further licensing agreements that have been hold until the outcome was known.

It's frustrating that nothing more has been added to help colour in the picture; I doubt we'll here more until March 28th.

I'm with you on this on SL. I don't think we're likely to get any meaningful news between now and the next company update (28th March) unless, in the intervening weeks, Nanoco get firm orders from the oft mentioned 'European Electronics' or 'Asian Chemical' customers.

If we’re bringing out the Mork and Mindy references then this board has definitely turned a corner imho!