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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.
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.
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/