Roundtable Discussion; The Future of Mineral Sands. Watch the video here.
90% of the funds I've subscribed with have disappeared from my portfolio! I'd be extremely happy if I am being allocated 90% of what I subscribed for but that is not consistent with 'very significantly oversubscribed'.
Can't wait for the RNS :)
GLA
Great news guys. Should get RNS in the morning. Onwards and upwards!!
Just sold all my holdings of RR to get more of nanoco. This could take me to 2.3mil shares!
I think we will each get 10-35% of what we subscribed for though. I understood from HL that this placing has been very popular with their investors.
Good Luck All
Thanks SimonV
The price points are not based on my reading of the transcript. They are based on expected settlement which could be miles off.
The point of my post is actually the transcript made me very confident and will hold on the shares even if they double in price.
Have you read it? and what's your take on it?
Do you hqve different price points expectations if we are successful?
I have just finished reading the transcript. It made me much more confident of winning!
I'm holding on to my 1.4m shares at least until the end of the court case. I expect the share price will exceed 60p after PTAB ( which would be tempting to sell but I won't) and probably over 200p by the end of the court case????????
As a background, I hold a substantial amount of nanoco shares just under all what has been dealt today and I will hold on to this until the end.
Have you seen the documents filed overnight? Besides both parties want to ignore certain opinions, I am quite surprised about Samsung petition for 2 summary judgments!? How can they petition to stay and to get summary judgments at the same time? Doesn't make any sense to me.
Can anyone explain??Lobo?
Hi Ginodog
I am happy that they relaesed an RNS although I didn't expect it based on my reading last night.
'The Judge effectively rejected four of the five constructions proposed by Samsung and rejected one of the constructions proposed by Nanoco.' From the RNS definitely sounds more positive but is still in line with my understanding from yesterday's reading. In the RNS they indicated how many constructions were rejected which is different from how many are totally accepted ??
Good luck and hopefully an even much better rise once we hear IPR decision??
I've read the decision by judge Payne in detail, in my opinion:
A. There is unlikely to be an RNS
B. The judge agreed with Nanoco on 2.5 of the terms and with samsung on 1.5 of the terms. He came up with a different definition for the 5th, closer to Nanoco
Hopefully this will be viewed as positive news by the market
It can't possibly be x25. I'd expect more x3-x5 absolute max!
I'm now in positive equity here with quite a significant holding and intend to hold on until the end even if this exceeds 70p around the Markman hearing
Thanks Botbot, as I said I totally agree with your principle and I know that my strategy here is that of a high risk potentially very high reward. I am currently holding just under 1.4m shares here and close to breaking even. I have picked some IAG and RR which like you, I think have a high potential for recovery. Unfortunately my holdings in them is no where as high as nanoco though. I certainly know that investments can go down as well as up having held 4 companies which went into liquidation....not the best track record. I hope that nanoco will compensate for all this ????
This is a very sensible advice Botbot. I have more than half of my eggs in Nanoco -holding even more shares than you;) but would not release money and diversify because of the massive potential with Nanoco. I have regretted doing this last Feb and even before but would still do it again and hold on Nanoco! So I agree that your advice is sensible but Nanoco has massive potential and thus I'm not being entirely sensible with it.
The presentation by SMT:
Keynote “Driving innovation with STM32WL SoC” Benjamin Guilloud, STM32WL Product Line Manager at ST, will be hosting a virtual keynote on Wednesday 27, 2021 at 11:45AM CET.
So the increase so far may be in anticipation ?
The rise seems to be in time with a virtual presentation from STM.
https://www.st.com/content/st_com/en/about/events/events.html/the-things-conference-2021.html?icmp=tt19460_em_bn_jan2021
Did anyone join the conference? I wonder what STM had to say and whether they made announcements regarding their work with Nanoco?
Needs more digging but hopefully will carry on rising.