Member Info for Kooba

I am trying to remember when shareholders really became aware of there being likely delays in commercialisation..was it before or after settlement. If after how could one factor the scenarios being discussed in as a shareholder?

If you were inside you might have had a different perspective on things if you knew there would be a delay in commercialisation….LOAM started selling in June shortly after the fundraise they did not participate in…would that have been a factor?

If the company a good court outcome and had award protection in place to a minimum level they could easily have raised additional funding to progress the organic business..much of Gen 1 was already done before the settlement and the project was comple a couple of months after.

As well as litigation funding you can also get award protection.

If it had been a higher jury award which I think it would have been there are methods of protecting the award.

An initial award would have been for historic infringement only with likely a rolling licence agreement to lifetime of the patents defined by court.

We would still own all our patents.

And a serial infringer who refused to accept they cheated and almost led to the companies failure would have been exposed in court.

Eg https://www.thejudgeglobal.com/appeal-risk-insurance/h

Troublesome he likes to misquote! He is referring to

‘…a ceo blowing their own trumpet on milestones that have no or negative impact on the price is not really reading the room.”

I’m comfortable with that comment!

Oh good grief NGR of course he doesn’t brag about the share price..he barely mentions the share price because it has halved !! Wish he would address it rather than just saying it’s illogical as he has previously said. Most companies who had seen such a dramatic fall would feel it appropriate to make comment not just pretend everything is hunky dory and they have done brilliantly. My whole point the share price matters and good realistic and clear communication matters.As for bragging read the statements its all about achievements and milestones met with often little detail it ignores market reaction to said achievements.

We are disappointed at the share price reaction to the settlement and the recent progress and we do not believe the valuation reflects the inherent deep value in the business we will strive to deliver on our commercial objectives and demonstrate that value as the markets we face see what we see as exponential growth in the coming years.

That kinda stuff ,,might be fluffy but it at least acknowledges what has happened.

People in the “folks got carried away” cam must realise that the enthusiasm of a significant win ( higher than achieved) came directly from the company comms and their paid for research , especially around the time of the fundraise and the increasingly confident narrative from then on. If the argument is folks should not have relied on such comms to make investment decisions one could have exactly the same argument now , that folks should be weary of company comms and their guidance..but the same people are saying we can’t question the comms and the narrative? Its odd as there is so little information to take a view on its difficult than rely on the vague nature of their performance expectation.

Good news now is that the expectation put into the market is priced at bugger all so there is little downside if they don’t deliver…and good upside if they do.

Fool me once, shame on you. Fool me twice, shame on me. Fool me three times, shame on both of us.

Yes indeed there is a lot of false interpretation ..my post on the other board which you chose to copy and paste on here was merely pointing out that to most shareholders the performance of the share price both short and long term is of prime importance , a ceo blowing their own trumpet on milestones that have no or negative impact on the price is not really reading the room.

NGR maybe stick to posting your own posts and what you think rather than posting mine and what you think ithink…might be better.

It’s like a really rubbish terminator ..destroy one ID and up pops another though in the movies they come back stronger not weaker.

Going to watch some 🏉.

Crikey charty you have come back more full of bull than ever…what an utter clown.

You have said absolutely nothing apart from challenging others views whilst putting forward nothing remotely new.

BTW I have got all my modelling done which you would not understand and I am not sharing…what a dunce you are.

Rely come across such nonsense…a trademark of yours.

Well troublesome , those characters all considered themselves to be superior with quite some narcissistic tendencies ..”top 1% “ kinda thing whilst all of them had nothing original to say except to profess their genius and the inabilities of others. So there’s a chance I guess!!

Certainly not a first time customer..so has had previous accounts.

Following a first post predicting an rns the next day weeks ago..this was your second post..does this relate to the stock or me and other posters…basically trolling for beginners. If you think this gives you some victim status..you are very wrong you are just apathetic troll.

“So some people here really have no idea. That's close to the pain threshold from what I read here from the "self-proclaimed" experts like Kooba & Co. But you guys are entertaining. That's why I like to stop by here every now and then and read the gossip to relax. Some people don't seem to be particularly successful in their investments and are now blaming it on others. Greed is a classic beginner's mistake that some people here have made. This is a found food for long-term failed ones like Kooba. He uses the platform for his personal therapy sessions. Have a nice evening. I'm going to ignore your comments because I don't have time for that anyway. You can get started now...”

Charty what a load of nonsense.

You cannot back anything up just all wind and bluster.

Nb in terms of the rules on these boards multiple accounts are not permitted.

You obviously have been active on these boards before so this is not a new user but a multiple account set up.

On setting up a new account you immediately attacked me..thats trolling.

Now do jog on Mr 1%..pretty easy to guess who you are.

If you have nothing to add but listing basic information as a means of your research you add nothing..but thanks foe playing.

I’m sure Nanoco will be trying to protect its ongoing material development with new patents all the time but others are no doubt developing materials in the same area..let’s hope some of the longer dated patents give some protection .

If someone wants to shift through

https://patents.justia.com/assignee/nanoco-technologies-ltd

Agree, gen 1 might not be the bonanza many seem to think it might be , gen 2 in development much more likely to gain mass market traction ( company guidance to mobiles 2026) ..our partner STM is a major player in sensors and should be an important one in likely high growth SWIR sensor adoption. But from the sounds of it , it will really take quite some volume to really move the dial..the overall price of the sensors from Steckle interview is surprisingly low cost

“…the cost of the sensor could be down in the single-dollar region, similar to what would be paid for a silicon imager.”

So it really needs to be a high volume numbers game with these sensors, whether gen 1 or 2.

Obviously STM and Nanoco are likely to face stiff competition as the market develops , though Nanoco’s core technology is meant to play a part in gen 2 materials so perhaps gives an edge?

What a load of codswallop from someone who has to set up a new account to come on and give stupid lectures and pretend they have the remotest idea. One presumes you blew up your last id……there are real similarities to a serial id changer in your posts. Why a new account?? Again???

Go on . with your DCF modelling what are your clear revenue projections for the next couple of years ( not including settlement allocation)and where to you get those numbers from??

Same old same old.

Charty

I will engage if you stick to facts and what you know

You're biased. But at least stand by it instead of pretending here that you really care about Nanoco and its future.

BS.

“….you will probably think differently in 2-3 years when it becomes clear that Nanoco was able to multiply the capital created by the settlement over the years instead of being involved in a legal dispute that lasted for years. “

If they do i will be delighted, in the meantime this is no start up and has promised inflection points and the cusp of greatness many times before since its listing over 10 years ago..i truly hope that in 2-3 years i will be congratulating the CEO on a job well done but forgive me if i don’t take it as a read when there is precious little evidence to make that call yet.

As posted before best not forget the past when predicting the future.

I can only hope that there is a better roadmap to the multibagging future that you are certain of that we can all get on board sooner rather than later.

Tell the company that rns’s it has made at the end of last year that they received their first commercial contract are wrong then. This is the first time materials actually made by the company are to be used commercially and we have no idea of the size , end user or where they are to be used. Whather it is a one off or likely recurring order.

So if you say the company are lying then thats up to you…but don’t try to correct me.

NGR if you thought the settlement would disappoint a very large part of the market but didn’t know what the price reaction would be then that is maybe an individual issue.

There seems to be others on the i tried to warn them bandwagon who if they briefly check their posts did nothing like just looking at someone else’s confidence in them getting 3 times award for willfulness..there is no point in rewriting history. The market was factoring in all the available information and the bullish communications from the company..much of it around the fundraise at 37p which was a discount to the market price which was heavily oversubscribed because of the meassaging and accompanying marketing material. The postion from there on just got better we were told ahead of a court date. The company’s job is to correctly manage expectation.