Member Info for Kooba

Must be all the free branded clothing

https://x.com/nanocotech/status/1790411780839161867?s=61&t=s79RLRddG_Gfl7VpUZvZpQ

If only being a shareholder was so rewarding!

Mouser says non -stocked..whether that means awaiting inventory and what lead time there may be is unclear..buy doesnt seem you can buy a VD55G1 and expect delivery as yet.

The evaluation is maybe concerning IF this is the product as it would indicate that the small order received is not necessarily to fulfil a customer order but maybe more to do with STM Scaling production and creating samples ..BT has said he doubts the materials are in customer products yet …so could mean genuine end customer and significant recurring orders are not imminent? Who knows as always a lot of grey and supposition but not surprising folks are trying to get a grip on what the company’s materials are going and trying to understand potential revenue growth.

Quite often folks repeat the same jest because it gets a reaction..maybe if there is no reaction then it’s not so much fun. Just saying.

At least you are not triggered by it..which is good!

Loam had 16,945,280 shares post tender representing 8.51%.

If they sold more that 1m shares it would have moved them below 8% and they would have had to announce…or definitely should have. So doubtful that they have been a meaningful seller.

They did buy stock in the market around 23p when the directors sales to meet tax obligations were made..so that was lucky.

For clarity that was Nanocos description of itself ..not from the report.

https://www.nanocotechnologies.com/about/

“The quantum dots market is estimated to be valued at USD 6.05 billion in 2024 and is expected to reach USD 19.98 billion by 2031, growing at a compound annual growth rate (CAGR) of 18.60% from 2024 to 2031.”

https://www.einnews.com/pr_news/711060377/shaping-the-future-exploring-the-quantum-dots-market-landscape-analysis-growth-factors-and-dynamic-demand-by-2031

“Nanoco is the market leader in the research, development, licensing and large scale manufacture of novel nanomaterials for use in various commercial applications.”

So the market is worth $6b this year and Nanoco are the market leader..so what are their commercial revenues ? Next to nothing.

The company love using this industry data on potential growth in the areas it has interests yet ignore the fact the market has already grown substantially and they have not participated…so far . A demonstration of their market leading position would be nice!

Not true there has been a fair bit of trade below 18p and they were even freely offered on the RSP s below 18p…I know because a bought some ( more than £1350 worth !!)

Agree Paul as an order book the broker could just work the bid and have got quite a few below 18p.

Why be almost half the volume at higher levels and nothing down here ..it’s not volume related ..they are not buying any , decisions have been made , and there’s no point in making stuff up.

Shareholders gave the company authority to buy shares back in the market , the company gave their broker instructions to do so..the company and Cavendish apparently think the shares are cheap yet having paid 23p for shares they now aren’t participating over 20% lower a few weeks later…all rather strange!

Loam are the longest term holder on the share register having been a holder pre IPO.

They tendered their entire holding ..are they long term or speculative in their approach? Labelling those who took part in the tender as speculative traders is rather bogus…they just knew what would happen and acted accordingly.

As to how the buyback is being done it appears strange there was normal reasonable volume end of last week and they did not participate. Most buybacks i am aware of who have a broker managed arrangement will execute even relatively small amounts around pre set parameters so suddenly just stopping is odd and there is not easy explanation..maybe the guy that does it at Cavendish is on his hols!!

Those who predicted the price would not fall back as there would be no sellers post tender maybe need to reflect more on previous predictions than make new ones?

Again no buyback announced as i expected , so a two day pause in market activity.

They had £26m left after tender and will have £23m left after on market buyback.

So the post distribution numbers are £23m by 186m shares ..so a bit lower per share.

S no buyback announced for yesterday and no print on the close tonight that indicates they were active today..yet.

There was an odd print from after hours last night in 515545 shares at 18.5p..but that would have had to be announced 7am this morning if it was them. So are they taking a breather on the buyback to let the stock settle having done about £1.3m of the £3m committed?

Buybacks have to be reported asp at latest pre open next day…so appears Nanoco did not buy any yesterday…one wonders if they are in the market today judging by how the shares are behaving?

Paid 18p for a few…hoping to replace position in value with over 30% more shares but not in great hurry so will try to pick up on weakness.

Maybe there is something in it after all and doing your homework ..rather than just saying that it’s nonsense and would just rally as there were no sellers and that some who put forward fact based cases targeting 17p knew nothing?? Just saying. Bought only 10% back of the 100% sold so far so patience seems to be a virtue. Hope not too many got panicked in by the supposed new reality at 23p. Might pop some limits in.

Difficult to work out what if anything they have done today.not normal pattern.

Yep sorry missed one days purchase in share tally not in cash. The cost will be higher than your figure once stamp and commission added so i think £1.297m is minimum spent so far . ..which equates to 20.66p per share.

Still might prove to have been rather generous when the company was paying over 23p in the market..around the time sales to cover director taxes were made.

For anyone interested i think before today they have bought just over 6m share back for just under £1.3m for an average 21.23p…

They have reduced their purchase amount but still account for most of the buying on any given day..close to 50% ..but they seem to be drifting even with that support. It makes sense the company buys back as low as possible and not give an exit higher than necessary to those who want out. With an average 21.23p they already look to have been rather generous.

Nanonano you are posting on a thread called buy back print asking whether commenting on the share buyback prints is relevant.

In the absence of anything else not trolled over endlessly its about all there is to discuss…the fact we have no knowledge of what product its in or what end user /market there may be has been somewhat covered already.

If anyone has anything that throws any light on the detail of the promised commercial build up then please post.

Well looks like the broker messed up the buy back print put it in at the wrong price then reversed it which has boosted the volume…should have just cancelled the trade and printed again…now it looks like painting the tape to make it look like there was more volume!

So 262599 @ 18.85p (£49500) done but seems to be a bit of selling after that print. Still a few sellers about it seems but no real pressure.