Member Info for Nanogeddon

No-one has done any of that nigwit. The only person on this board that I have seen state any absolutes is you. Everyone else has said maybe. Learn to read, and try to interpret.

NigWit, the market is made up of many different investors with differing levels of knowledge, differing levels of understanding, differing views, differing appetites for risk, differing levels of willingness to sell at a loss, differing financial constraints and timelines. They collectively set the price based on bids and offers. Some of them may value the share closer to its true technical value and some may be far off, though no-one really knows. And they may ALL be wrong, as was pointed out earlier today with the example 2008 financial crash.

Your statement that the market is ahead of US is utter nonsense. Utter nonsense. I used to listen to you but you are increasingly demonstrating your lack of credibility.

Go on tell me (US ALL) how I'm blinkered because I am challenging your view.

Do you always seek to alienate yourself from the entire room? This must have come up in your quest to understand human behaviour.

Screenlearner... After struggling for a while on their 'much better Cad-free QDs' project, I suspect Samsung may well approach Nanoco to solve the problem of mass production of said 'much better Cad-free QDs'... ?

Sometimes it's just about wanting to be right... LOL

NigWit, you are probably referring to the post I reported for abuse. It added nothing of value that you haven't said many times before, ad nuaseam, and you accused someone of being a fake, without cause or justification.
Your posts are becoming rather boring.

Sammy, are you implying that future royalties could have a multiple applied to them? I'm not a lawyer, but I would have thought that the court does not decide on the level of future royalties.

Surely a win for Nanoco (after appeals) determines whether or not Samsung are allowed to continue using the tech, and Nanoco can set the future royalty as high as they like.

Please correct me if I'm wrong?

http://streams.txcourts.gov/?location-contains=Bexar
- Is this the streaming page? I haven't used it before but someone recently posted http://streams.txcourts.gov/ as the page.

Apologies Barbon, you did include "prospect of future licence fee income".

Barbon, I agree with your calculation but it doesn't include anything for the future sales royalty from Samsung. I would add that on together with a price to earnings multiple of at least 6, and then apply a large discount simply because of the long term nature of the appeals process.
I would expect that discount to reduce as Nanoco announces seeking injunctions around the world and as Samsung loses their appeals (assuming they do).

Nanono I completely agree. Future payments from Samsung are what my hopes are pinned on. With 10 million units expected per year (is this US alone?), minimal costs and a markup for price to earnings, bring it on!

I would be buying more, but I'm all in. I am very confident.

If we win in September then I expect the share price to be 70p-80p at least. Assuming we win, the potential (eventual!) payout from Samsung plus the future revenue stream from Samsung's license will make the SP value much higher than that, but the market will still apply a very large discount for the possibility of eventual failure and the boredom factor. So I think there is big money to come, but it will happen over time as Samsung loses their appeals (assuming they lose do their appeals).

Just my opinion though. Impossible to know. DYOR.

A question you need to ask is how long can you hold your money in Nanoco... because the commercialization prospects are also good, but will also take time.

Does anyone have any idea what the case will cost Nanoco's funders, up to and including the September case?

Thanks Feeks for your detailed response.

Sammy, you appear to be right about Nigs... not open to other views, so it is pointless responding .

All I will say is that the litigation funders have done their due diligence and they ARE experts. I very much doubt they are assigning a 50% probability to a win.

Nigs, how do you arrive at a 50/50 chance of a win against Samsung? Is that because there are 2 outcomes?

Thanks Intrusive.

Intrusive, is that what you meant to say? :D

Hey BlahBlahDoh, what are your thoughts for September if we win? Above the 60-70p range?
It seems that the market jumps on good news and then the SP drops down to almost the previous level. Do we need profitability to change that?

I'm willing to wait. Probable win in Sept, followed by uplift, followed by announcement of other court action, action against smaller infringers, commercial deals in the pipeline...

For £2bn, it's a Nay from me.

I think they need 75% of votes in favour for a take over.