Member Info for LordWM

They said they were expecting the FID by year end 2023, and during trading updates said interest was high and they were super confident based on discussions. News should drop any day now which should be a game changer and start the journey upwards to production/revenue by end of 2025 and beyond.

Suspect this will get a lot of intreest when the FID is announced.

@Hawi, yes another good sign of confidence and an increase in activity. This new device capability where they can demonstrate products as opposed to talk theoreticals will accelerate adoption.

In fact I just did.

I've been following this for a while now, I bought in because the proposition/model is compelling and makes a lot of sense.

Actually manufacturing an 'oven ready' CAN product with huge demand on the doorstep, where existing fertiliser has a significant carbon footprint and price volativity (Russia/Ukraine) is very compelling. Plus the Directors bought in in very large amounts at over £1. Plus they have a larger project to scale up further in the pipeline too.

It's a gamble because the economics are unclear. We have no idea of the finace & production costs.

This should all change if they announce a FID and offtake agreement where we can see payback periods, are reassured there will be little/no dilution and can model earnings.

Until this happens it remains a very speculative buy, but the price should turbo with positive announcements.

My hope is that this will pay back big time later this year, but with the potential scale up this will be a very long term hold for me.

I'm tempted to buy more at this price.

An 8 month high, no doubt driven by:

- return to shareholders of 10-12pps in March

- strong likelihood their QDs are in the Apple Vision Pro (and therefore likely to feature in future iPhone models

- sensor products from ST Micro using their QDs are finally being manufactured and evaluated for a wide range of applications by hundreds of OEMs

- company fully funded for years and soon to be profitable (likely 2025), so no risk of dilution.

Buckle up, this should be quite a year for Nanoco holders.

For any new shareholders, there’s a lot of nonsense on this board by if you read back over time you’ll find lots of useful research and background to support what an incredible investment this is.

Great find @amerloque. There are a few news releases which flag mass production in Q12024.

This is particularly exciting as likely contains Nanoco’s QDs - “STMicro VD55G1 is sampling now, but it’s still at the “preview” stage and pricing is not available. We won’t have to wait that long before seeing it integrated into modules and products as mass production is scheduled to start in March 2024.” Dec 12th 2023

https://www.cnx-software.com/2023/12/12/stmicro-vd55g1-small-low-power-global-shutter-i3c-camera-sensor-for-computer-vision/

https://www.vision-systems.com/cameras-accessories/image-sensors/article/14303051/stmicroelectronics-launching-new-global-shutter-sensor

https://uk.finance.yahoo.com/news/stmicroelectronics-reveals-global-shutter-image-140000542.html

So what newsflow are we expecting in Q1 as they've delivered on all 2023 objectives - first commercial order, appointment of an NED (actually hired two)?

Obviously how they intend to return 10-12PPS to shareholders in March should be announced in Jan/early Feb (personally hoping for a 12p dividend / 65% yield at todays price). This could spark an immediate spike and get more eyes on Nanoco.

Could we have details of more commercial orders and development work packages?

Having the ability to produce their own demonstration products as announced mid year will help to proove the technology and accelerate adoption.

QD Sensors have likely been evaluated over the past months and we could start to see more rapid adoption.

Hoping we'll end 2024 on a multiple of todays price.

Https://www.mining.com/web/column-funds-less-negative-on-copper-as-supply-landscape-shifts/

It looks as though Nanoco have delivered on every 2023 objective set after the Samsung settlement, including a first commercial order (first of many) and the appointment of not one, but two non-execs with incredible contacts and commercialisation experience.

With validated IP, competitors crumbling, full manufacturing in place, strong partnerships with the likes of STMicro and fully funded for years, I've always thought that commercialisation was the weak point. Lets hope the new NEDs improve how Nanoco commercialise and build customer partnerships.

I'm looking forward to the details of the return to shareholders in Q124 and more commercial orders and partnerships throughout 2024.

Happy Christmas and GLA, I'm very happy to hold and see loads of upside.

Hi all, I'm a new holder (read about Solgold in MoneyWeek). This is a very active board and there seems to be lots of debate about Directors & strategy (develop vs sale). Would someone have time to summarise the situation in laymans terms pls for new PIs? Thanks in advance.

I was hoping for some solid announcements on project finacing and offtake before the year end.

All recent updates have been bullish on progress and level of interest, fingers crossed they're finalising a small print and make an announcement of Villeta financing very soon. This should bring real clarity to the project economics, and hopefully enable investors to value Atome (and significantly lift the SP).

I'm holding too. Suspect the new listing and progress we're making will take us higher. GLA.

Not sure I agree with your view of teh fundamentals with Nanoco Feeks, time will tell.

What do people think about the SP approaching the special divident in March (assuming it's a 12p special dividend).

Will punters see a 68% return based on the current SP, look at the business more closely and realise that the fundamentals and potentials are compelling, causing a healthy rise in Q1?

Now that the news is in the open, what I'd really like to see now is Directors piling in with significant buys.

So more of a pop than a boom.

This is a minnow share, I suspect this will climb over coming days as we're likely to get some press coverage over the next week. This is an important first step and I'm confident the £££ will follow, as we sign more deals and work packages over the coming months to raise revenue, and it's won't take much to push into profit and then regular divdends. When that happens we'll have a rapid re-rating.

There won't be any more dilution and with limited liquidity, as revenue climbs the SP with rise quickly.

I can see this taking off as they make more progress.

Happy Christmas everyone.

I’ll take the dividend, then this is now a long term hold for me.

@Troublesome - the last update (17/10/23) was:

'Discussing contract terms of our first ever commercial production order, expected to be received before the end of CY23'

So they're past validation and negotiating the contract, which should be announced imminently. You don't spend years collaborating, testing, optimising and validating to start negotiating supply, and then pull out and forget the whole thing. Everything done so far will have been based on a commercial framework, they'll be discussing fine detail now.

Expect an RNS any day.

https://polaris.brighterir.com/public/nanoco/news/rns/story/w9my74x

And one more:

- Some more mainstream financial press coverage, particularly when we get the first order, which will further drive the SP.

Also, I see BT has been given a heads-up, sanitised his FB a/c

I'll also add to the wishlist:

- RNSs re further purchases by new and existing larger holders, as this is increasingly de-risked as an investment with significant upside.