Member Info for Intrusivethought

Short position now below 0.5% or closed completely!

Dear Nanosys,

FYI: 'The Board continues to monitor other market participants who may be infringing our IP and, subject to the outcome of the Samsung litigation, they will be pursued vigorously.'

Kind regards,
Nanoco

https://www.azonano.com/article.aspx?ArticleID=3978

Correction, the materials produced are solution processable. Implication the same.

https://www.displaydaily.com/article/press-releases/verlase-patent-challenges-quantum-dots-and-phosphors-with-2d-materials-for-color-conversion

Nanoco have invented a solution processing method(s) for the mass manufacture of 2D nanomaterials such as those mentioned in the above article. If indeed viable, this will be truly game changing and could spark a revolution in the world of advanced electronics.

Excuse the hyperbole.

https://news.bloomberglaw.com/us-law-week/dont-let-big-tech-sabotage-u-s-innovators-protections

Agreed. Without settlement next stop Dusseldorf, Germany.

https://innovationorigins.com/en/groningen-start-up-qdi-uses-quantum-dots-to-make-sharper-x-ray-images-with-less-radiation/

That is incorrect. Historical SUHD/QLED television sales in the US alone are estimated to be between 10m to 14m units.

My point is that if Samsung are using Nanoco's IP to mass manufacture InP Qds then it's very likely that Nanosys are too (if indeed they are producing Qd film containing InP Qds). Or they are obtaining them from Samsung.

https://rohs.exemptions.oeko.info/fileadmin/user_upload/RoHS_Pack_15/1st_Consultation_Contributions/Contribution_Nanoco_InP_Consultation_20180615.pdf

Page 2: 'we understand that the Vizio P Series and Hisense U9A and NU9700 ranges of TVs include InP QDs in combination with Cd-based QDs'

The above products utilise Qds/film from Nanosys. It begs the queations: (1) how are Nanosys manufacturing the InP Qds and (2) if they're not manufacturing themselves, where are they obtaining the InP Qds from in order to combine with the cadmium Qds?

Qd Oled is likely to rapidly gain traction in the display market.
https://www.youtube.com/watch?v=lPkHjoVBcjY

Old news but great potential for Nanoco and their small but growing patent portfolio in this area.
https://www.displaydaily.com/article/display-daily/nanoco-spins-off-2d-materials-company

Other market participants..... namely Samsung Display.

FFS Gunderson, please take the olanzapine.

He's not BTB. Gil Gunderson is BTB.

It is Samsung Dispaly and not Samsung Electronics that is allegedly selling CFQD enabled (QDOLED) TVs to other OEMs, currently Dell and Sony. The litigation currently in progress is against Samsung Electronics et al regarding their SUHD/QLED range, not Samsung Display.

Recall that earlier in the year Samsung Electronics' planned release date was in late 2022.

Coincidence perhaps, but Samsung's QD-Oled televisions are due to ship in the US mid April, just after the publication of Nanoco's interim results and presentation via the Investor Meet Company.

BTB please take the olanzapine.