Member Info for LordWM

@Carlos - There must be only one reason why people are continually saying the same thing about the settlement and the comms around it, to talk down the price to buy more. Is there another reason?

If not invested, why would people waste so much time posting about this, literally saying the same thing over and over, like it's a full time job?

At todays SP you get a 60-75% yield in March, along with shares in a company that is:

- fully funded for years with no debt

- competitors that are struggling to raise money and selling assets

- is negotiating terms for a first (of many) commercial order

- QDs are entering the period of mass market adoption, this will snowball as more products come to market

- is production ready with scaled up Opps and headcount

Good luck to them because I'll mop these up all day as it drifts.

With $16.1 billion revenue in 2022, 80 offices in 35 countries, over 200,000 customers worldwide, I'd be very happy if they couldn't afford us :)

Maybe attractive for ST Micro, likely to use QDs in a number of sensor products across devices, automotive, etc. Would give them a clear advantage over other sensor competitors.

@ddubya - I'm not sure of the exact rules around directors transactions, but I suspect they're being super cautious not to invite allegations of using insider knowledge. Could it be that, even though results are reported, they have knowledge of deal negotiation status and therefore can't buy/sell shares?

Previously they said they had products in validation and were expecting an order by year end. In 17th Oct results they go further by saying they're actually negotiating terms (people don't negotiate after years of building/testing if they're not going ahead):

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

A few beer mat calculations from the results:

£8.2m in cash + £58.8m inbound from Samsung (fully hedged) = £67m

less £5m debt and assume top end £40m return to shareholders = £22m left

Monthly cash burn = £0.5m /£6m pa

They're spending some cash on equipment 'to create a small-scale facility for device fabrication and a dedicated analytical laboratory', assume a couple £m.

Leaves £20m in cash.

They're generating revenue from work packages (historically £2-4m pa), and should also sign the first of many production deals.

These guys have cash for years, and should be cash positive shortly.

QDs are the future across many applications, Nanoco own the mass production method for CFQDs.

We should see a rocketing SP and maybe an acquisition in time.

Do I have this wrong?

Other than hard news on orders, the one thing that would give me even more confidence now results are in the open, is Directors piling in.

Friend of mine is a fund manager, when I asked his opinion he schecked the shares in issue and trading volumes and immediately switched off. Institutions can't get meaningful volumes. If they started buying it would rocket the SP, so this is more of a PI play, which is great for small fry like us.

Patty - they're stating 10p to 12p per share (12p x 324,418,728 shares = £38.9m).

Pretty much as promised.

Another thought, the cheapest Nanoco has been in the last 5 years is 6.5p (March 2020 - lockdown crash).

If you assume a dividend of 10p in March (could be 12p), it means you're effectively buying for 6.5p per share today, which is remarkable because:

- They're now fully funded with zero debt

- On the cusp of first commercial order/s

- New collaborations on new products soon to be announced

- We're closer to mass adoption of QDs in sensors and mass consumer display devices, plus other use cases

- Staff and Opps scaled up ready for mass production

- Competitors struggling as difficult environment to raise funding (and high risk for investors as Nanoco have proven IP and more means to defend it)

As I've just said, I'm averaging down.

Anyone else got limit orders in place at this crazy price? (I have)

Watched the annual results investor presentation yesterday and feel excited. Strong cash position, fully funded with no debt, 10-12pps coming to us in March, investments in staff & opps to mass produce and demo tech to customers, new NED coming onboard to help commercialise, progress looking at infringers (and I like the measured approach, attempting to engage/licence but waiting for the optimal time to go legal if needed - ie in the future when we know money has been made), commercial deals imminent, more customer work on new products imminent, competitors struggling/selling assets, and above all proven IP with a strong position in teh supply chain.

All we need now is a first deal and then rapid adoption in further products, which has to be a (near) certainly. It's taken time which has to be expected with a new technology, but Nanoco's time is almost here. We should have strong news flow over the next 3-6 months.

@TwoGood2Die

"The rubbish being spouted about how it takes years and years before anything emerges is just a smokescreen thrown up by certain parties like NGR1616 to hide behind..."

It's a fact that hardware products is a high stakes area with huge investments - designing a product, building prototypes, correcting errors and optimising improvements with component design, ensuring there's a market/demand, building a production facility and supply chain, estimating sell rates and inventory levels, etc. Testing and validation is critical because if they do all of this and the product doesn't work or components fail, it can be catastrophic. It does take a very long time.

I'm desperate for some good news soon to kick start some excitement about this share, get some positivity back in.

All we need is an order within the next few days/weeks, then with the shareholder return in March whings will hot up as we look forward to the next order and the next. Nanoco will start buying more warehousing next door, and before you know it Runcorn will be renamed Quantumcorn and they'll build a statue of Nigel Pickett in the town centre (which will be pulled down in 100 years by a mob because he's not a vegan).

Then we can all start talking about rocket ships, retirement and ramping posts like 'with more orders imminent, I wouldn't want to be out of this over the weekend', etc.

Maybe Friday 13th will be a lucky omen...

We'll have an update next week which will likely reassure that nothing has changed (we'll see on Tues) and we're on track to receive a commercial order imminently, followed by a return to shareholders in March worth between 65% and 75% at current SP.

I suspect that after intense work from posters to sow doubt and pressure the SP, people are recognising the bottom, which may explain the buying that's starting to happen.

We're in the early stages of commercialisation and adoption of QDs in a wide range of applications, and N have stated that they're unaware of any method to mass produce CFQDs without using their patented method. It would be good for this stock to finally come good.

Time will tell, good luck to all holders.

S&A, confidential supply agreements with S as part of a settlement is crazy talk. Honestly, if BT the boys ever scan through these boards, they’ll be choking on their hotpot over that one.

All we can do is wait patiently for details of an order/s, and the bumper dividend in March.

Decent rate, give certainty. Nice.

This is sooooooooo cheap now.

Below 17, dare I buy more? Probably not.

Hello all, I've just read about Atome and bought in.

Hoping we have some good newsflow over the next quarter, particularly:

- Villeta investment decision confirmaton & offtake agreements

Once project finance and offtake are in place we should start to get visability of income for Atome for SP models.

It could really start to take off soon, with significant growth if they can deliver operational milestones as quickly as they suggest.

Fingers crossed.

Institutions have to declare holdings over 3%, and then when above 3% they have to declare whenever they move above/below a 1% increment.

On 31st Jan, major holders were:

- Hargreaves Lansdown stockbrokers 17.86%

- Lombard Odier Investment Managers 12.05%

- Interactive Investor 9.99%

- Directors 4.03%

- HSDL 3.78%

- Barclays Smart Investor 3.63%

- Tariq Hamoodi 3.37%

- Interactive Brokers 3.27%

Since then Lombard and Tariq Hamoodi have increased holdings:

- Lombard Odier Investment Managers 12.05% to 13.1% (9/3/23) to 14.08 (30/3/23)

- Tariq Hamoodi 3.37% to 4.23% (7/2/23)

Orxy Capital recently took a position:

- Orxy Capital 3.03% (2/8/23)

So no large investors have decreased holdings since 31st Jan, in fact there's only been buying.

People speculate about Lombard being on the inisde and using priviledged knowledge to trade. They clearly saw an opportunity to release value in Dec 2022 and Jan 2023, but more recently have increased their holding (clearly see value/potential).

AS01 - listen to 55.13 onwards

https://www.youtube.com/watch?v=RnAP1FgZtTA

There seems to be a floor under this at just above 17p. Strong potential newsflow if/when the first commercial supply deal is accounced (guidance indicates before end of Dec 2023 - so imminent) and approx 70% yield in March when the Samsung payment drops.

Even if the first order is delayed, we'll likely see a lift in the SP as March approaches.

Long term supply deals could quickly accumulate as adoption increases.

I wonder if we'll look back at 17p in the a week/month/quarter, wishing we'd loaded up more.

From David Schut’s LI profile

Vice President of R&D, New Business Development

Shoei Electronic Materials, Inc. (SEMI)

Sep 2013 - Aug 2019 6 yrs

Transferred to Shoei Electronic Materials, Inc. as VP of R&D after the purchase of technology from Voxtel, Inc. by Shoei Chemical, Inc. Managed 15 engineers and scientists of a multidisciplinary effort; implemented several new procedures including failure modes effects analysis to determine safety aspects and operations of new equipment/processes and safety audits for the Lab. Interacted with all potential customers to understand problems, and propose/implement solutions based on their current products and processes. Key Achievements: - Executed the move of the Laboratory towards cGLP and the Scaling Operations Group to cGMP. - Designed and orchestrated the criteria for entire manufacturing process that was developed for the manufacture of high quality quantum dot materials. - Oversaw the successful move of batch reaction processes to controlled and automated processes using flow cell reactors. - Increased quantum yield through new processes by over 100%; decreased FWHM through new processes by 75%, reduced cost by an order of magnitude (10x). - Led design team efforts in: renovation of existing building for R&D purposes, renovation of existing building for R&D and pilot plant purposes, and construction of R&D and manufacturing facilities. - Developed proprietary material that increased dynamic beam steering capability by over 50x. - Oversaw the development of a continuous flow reactor process for metal oxide nanomaterial production having 97% of the particle population. This is a scalable process capable of producing >5 metric tons/month. - Developed market opportunities for $2M in sales for material in dynamic steering applications. - Developed market opportunities for >$10M in sales for programmable windows applications. - Oversaw the development of novel electronic quantum dot materials using continuous flow reactors. Material currently under evaluation by several companies for detectors and transistor applications.