Member Info for LordWM

LOAM still hold 45m shares I believe, so they’re not lacking confidence here, they sold shares before because they knew more than us laypeople.

Just wait for the news of an order, followed by another and another and another, then QDs will be in millions of mobile phones in 3 years. When will the first order happen? Who knows. But the guidance is within the next 4 months.

If you don’t like this stock and aren’t invested, please move on so the rest of us can share information and research.

"Apple is working on an under-display Face ID feature, but it won't be ready until at least 2025. Instead, in 2023, the iPhone 15 will continue to use the Dynamic Island, which Apple is expected to expand to all models instead of just the Pro models."

https://www.macrumors.com/roundup/iphone-15/

If under-display Face ID uses SWIR (QD sensors), this is not expected to feature for another 2-3 years, in line with comments by Nanoco about QD's featuring in mass market mobiles in 2025-2026.

Https://mashable.com/article/apple-invite-september-12-iphone-15-event

The good news is that should it go t**t up, the most you'll lose (based on todays price) is 30-40% of your investment, which it pretty good for a highly speculative AIM stock, due to the £30-40m return to shareholders in March.

That's obviously the absolute worst case, as they have cash runway to 2025, so plenty of time to QD tech adoption and commercial orders.

Yeah, who knows, I get the scepticism.

But I like the background story about the tech, the time spent developing partnerships and products, that their IP has been validated, and there’s a special dividend or buy back yielding 60-70% in March.

I’ve topped up twice in the past week.

Presentation from Feb23 by Jonathan from ST Micro, (see 44min45secs). See info re the QD tech developed by STMicro that’s being promoted by them and evaluated by their customers right now.. This is almost certainly where the first commercial order will come from within the next 4 months. IF this happens as projected by Nanoco, it will turbo the SP.

The independent industry reports quoted by Nanoco predict that uptake of QD usage in a broad range of applications is beginning and will ramp up rapidly (included mass market smart phones, I think in 2026).

https://epic-assoc.com/events/epic-online-technology-meeting-on-quantum-metrology-and-quantum-sensors/

NP @Troublesome, I’m not sure there’s an audio recording online, just interested to listen again because they gave some commentary on progress and roadmap. Maybe it will be published soon.

Is there a recording of August’s EGM anywhere please?

Notice of final results

The Company expects to announce its final results for the year ended 31 July 2023 in the second half of October 2023.

Directors have small windows in which to trade in their own stock, suspect they’re unable to until results are published.

But even if they did make purchases post Oct Final Results, suspect many people still wouldn’t be happy and would claim foul play.

Having repeatedly called out the companies near term prospects, I hope the Directors do make purchases, and significantly profit from gem.

@HH - People either believe in the investment case or they don't, the time to challenge the board has come and gone, at least for 2023. The only reason doubters keep regurging the same stuff is to depress the SP. I'd like the board to get back to sharing insights, articles, etc.

On the plus side:

- commercial deals imminent (maybe)

- Potential legal action/settlements against further infringers (if Samsung, with their deep pockets, settle against a borderline insolvent Nanoco, smaller infringers will fold now that tech is validated and N have the cash and experience to pursue others).

- Up to 70% dividend/return in March 2024 based on todays SP.

Against:

- mgt team/BOD - some investors are furious, some feel comms have misled, some are less bothered

- will the positives above not materialise and the SP tank

If we flatter the trolls on here, their chat may make PIs nervous and the SP drif, but now that the EGM has passed/failed, none of this impacts the two factors that will actually drive serious value:

- A commercial order, the outcome of literally years of collaborative development work

- Further legal action/settlements against other infringers

It looks like today there's been more buying than selling, and good support at the present SP. If the SP does drift I'll be averaging down further.

Again, very jealous of the opportunity to enter for new investors at an incredible price, with a potential dividend/share buyback in March 2024 equivalent to up to a 70% yield based on current SP.

Regardless of whether a commercial order is announced this year (which I suspect it will), which will turbo the SP, at the current price a a £40m return to shareholders is nearly a 70% yield, in 6 months.

I've just added a small amount to average down.

Nervous because I've loaded up too much already, this was over 10% of my portfolio at one point, sadly not now. But with the return of £33-£40m to investors in March, If the price drops/yield increases I'll be buying more.

Not sure why LOAM aren't buying, possibly risk mgt. But didn't Oryx take a sizable position on 1st August, and one of the board (Jamie Brooke) previously worked at LOAM.

There’s only two things that will move the price up:

- announcement of commercial order

- announcement of new licensing deal or legal action against other infringer

Institutions aren’t interested because they can’t get the volume to make a meaningful trade, there isn’t enough liquidity in the stock. Friend of mine is a fund manager, when I talked about N he checked his phone and immediately switched off when he saw the trading volumes, not interested.

We have to sit and wait, and average down if brave enough.

I’ve said before, this is an incredible entry point for new investors:

- closer than ever to first commercial order (I know there’s debate about trust on this point, but review their pipeline progress and make your own decision. Suspect there’s de-ramping so others can buy cheap)

- you’ll have a return of 10-12p per share (65% yield within 6 months) when second instalment received from Samsung.

- Potential is huge as QDs are adopted at scale in sensors, displays, medical applications, etc over coming years. This could snowball very rapidly after second mainstream adoption (Samsung has already proven the tech works)

I’m sitting nervously on what I have, and waiting it out.

It’s 11am, you’re early.

Anyone expecting a price rise after the EGM, once all this nonsense has cleared and we go back to waiting for news of the first order?

It's only reasonable to listen to the other side tomorrow, then we'll get this silly vote out of the way wait for the first commercial deal announcement/s.

Hopefully some of the heat will dissipate and we'll see a lift in SP to at least cash value.

Once again, an incredible entry point for new investors.

Onwards and upwards.

I've just voted to REJECT all resolutions. Think we're close and it would be crazy to cause such disruption at a time like this.

Obviously speculative, but for new holders wondering what all of the fuss is about, this could be an incredible entry point. Read todays Circular, gives a good overview of both guaranteed returns to shareholders and potential upside from anticipated commercial orders, which...........could be 'transformational' - https://wp-nanoco-2020.s3.eu-west-2.amazonaws.com/media/2023/07/Nanoco-Circular-and-Notice-of-General-Meeting.pdf

I'd add more if I wasn't already in too deep.

Switching off now until after the EGM, good luck all.

I keep an eye on this board to see if anything new has happened or someone had discovered interesting new articles or research. I can’t believe the circular discussions and tedious repetition of the same rubbish, day after day after day.

Please stop.

Whatever your view of events, everything has been said already, there’s nothing anyone can do and we’re just waiting for news from Nanoco.

Anyone know about the large trade at the end of play? If it's a buy/sell?