Member Info for Kooba

Getting more hilarious every post…can only hope you practise what you preach as there is no evidence of this whatsoever even when you are owned over and over when getting it all wrong.

But the sheer lack of self awareness is absolutely stunning.

You are funny…in a pathetic kind of way.

But far more interested in how the management tell the story tomorrow than any thoughts you have…I basically use your takes as a contraindication of likely events , which again has been a successful strategy.

I take it that trolling is just your hobby then.

Evidence I an uninvested…or admit you are again taking nonsense.

You don’t like that I am cynical on this counter when you have been massively over confident and bullish.

Easy to see what approach has been more appropriate.

I have consistently posted when I have traded out and back in on sentiment swings that I thought were wrong.

You on the other hand have never claimed to invested…so maybe just a trolling hobby on your part.

I wish you were clever enough to realise you are the troll….alas.

The estimates that AI generated from available information overlap with other such research some showing higher prospective growth from a similar 2024 estimate level.

Such as

https://www.globalinsightservices.com/reports/quantum-dot-sensor-market/

This produced a few months ago by Global Insights

Global Market Insights Inc. (GMI): This firm is generally considered a trusted and reputable source for market research and strategic intelligence. They boast 13,000+ reports, 5,000+ clients, and utilize a 4-stage quality assurance process involving human analysts.

They suggest a similar size market 2024 whilst showing estimates of higher growth.

“Quantum Dot Sensor Market is anticipated to expand from $267.8 million in 2024 to $1,762.8 million by 2034, growing at a CAGR of approximately 20.7%.”

My whole point on putting any of this up is ANY industry analysis or the company drawing on such research to point at prospective growth rates has been of zero benefit in terms of the company’s commercial ambitions..hence asking the company where they see the approachable market and what market share they could get is a waste of time.

That is why the specifics of the aimed for revenues jump next year are far more relevent to the company right now.

That came from an AI search Terry , easily accessible …but what you are doing is showing how AI uses sources you apparently think should not be trusted…yet you post any old garbage from AI without doing any checking. You buy it all .

what planet are you from ??

you take others posts completely alter them run them through some ai ****e and prove absolutely nothing and add absolutely nothing. that is all you do , most of the time you even contradict yourself .

Perhaps ,you are just twisting things and using a post completely out of context AGAIN of what was said in good faith ..it’s a complete waste of time really Terry.

Accusing me of agitating when that is all you do. It is quite ridiculous.

All this was used as an example of why a question you suggested was worthless…you are now agreeing.

“A better way to put that question might be to

"What is the company's current estimate of the total addressable market for its second‑generation sensing materials over the next five years, and what share of that market does Nanoco realistically expect to capture based on its existing JDAs and competitive position?"

A better way would be for you to stop being a total tw** and making things up….you must drive people mad with your behaviour, you are not an honest or serious individual..

Nanoco have used exactly these market commentaries before and featured them in their presentations as guidance on the market they operate in. Point being the growth in Quantum dot usage and revenues have not translated into commercial revenues for Nanoco along with any growth in the sector.

You were the one editing a proposed question on how Nanoco sees the market emerging and what they would get out of it ..where would they get any figures from to answer other than making them up or using such reports as they have before.

I’m not saying I know what CFQD revenues were generated globally in SWIR usage …but whatever it was Nanoco got no commercial revenues and they are the self declared leader in the field.

Hence why more specific guidance on what the company is actually doing rather than what anyone thinks might develop generally is were my question would be aimed.

“The global SWIR quantum dot camera market was valued at $327 million in 2024 and is forecast to reach $1.12 billion by 2033, growing at a CAGR of 14.7%. “

Thats wonderful because…

Nanoco Group is recognized as a leader in the development and production of cadmium-free quantum dots (CFQD®) and Short-Wave Infrared (SWIR) sensing materials. They specialize in tailoring these nano-materials to specific wavelengths (900 nm – 1800 nm) for SWIR image sensing, which is crucial for Internet of Things (IoT) applications.

So what part of the supposed 2024 market did we get??

Agree Sammy though the line on creating better value organically than through sale may be more a reflection on where any interest was 9or wasn’t) rather than the enormity of the opportunity they think they can deliver!

Far more interested in the nearer term outlook based on their cash runway..i also do not think there would be a straight answer to such a convoluted question around markets that currently do not exist. They have guided to see a build up in new product revenues through 2027 and potential commercial role out 2028 and beyond so some meat on that specific roadmap would be more useful than pulling numbers out of the air…there has been far too much of that used in the past on the projected growth in QD and display markets and we get to see none of the growth in direct sales.We need specifics not vague fabricated industry data…which also in the past been far from correct.

Smithy there is no meeting currently scheduled with investor meet company. Last year though they announced a presentation with the interims that took place about a week later.

Good question there Terry i will look forward to the answer if there is a meeting.

I will likely ask about the many opportunities in the commercial pipeline highlighted a year ago.

‘…we have developed a robust commercial pipeline with more than ten individual customers and projects spanning Image Sensor, Flat Panel Display and a few adjacent markets for quantum dots, such as Photovoltaic, Agriculture, and Advanced Coatings and Paints.’

Also whether the Chairman can expand on his aims of achieving cash flow breakeven even in 2027.

Lets hope it all stacks up!

But they don’t do they …but you seem to think they do for some reason when time after time your false belief in your AI fodder has been undermined.

You are kidding yourself no one else,

AI generated

No, you should not automatically believe AI is factual. While AI can be accurate, it is designed to predict plausible text, not necessarily the truth, leading to "hallucinations" (confident falsehoods). AI often mixes fact with fiction, inherits biases from training- data, and fails to differentiate between belief and verified information.

Sums it up but AI goes further on AI

….its current form creates an "illusion of competence" that makes people think they are more clever or capable than they actually are. This phenomenon, sometimes called "AI Solutionism" or a "reversed Dunning-Kruger effect," leads users to trust AI-generated content implicitly, reducing their own critical thinking and problem-solving abilities.

Hope this helps.

You are such an insufferable bore.

Ha ha ha ….you have got to laugh. It was you claiming to be right you numpties when you called it all wrong and didn’t have a clue…as usual.

The performer is you ..you utter fake,

Liam is company secretary , FD and acting ceo and probably making the executive Chairs tea…guess pretty busy.!

Hopefully it is the Chair that negotiates for the company at least he has relevant commercial experience .