Member Info for Nanogeddon

Oh and 16p is a great price. Sell while you can get it.

Yes Patty. Sam are thrilled with the deal and wouldn't miss paying in Feb for the world.

BT emerged from his 9 month sabbatical to buy a currency hedge, to ensure that there's no risk to his pension fund... He's off back on hols now I think.

Commercialisation planned for 31 December.

You haven't missed anything else.

And orders potentially confirmed?

As you know NGR, the market assigns virtually no value to the 'orders potentially confirmed'.

In summary, I think that a dividend of 12p will mean that the share price falls by about 10p. So you will get some benefit from the dividend.

NGR, do you think the share price will remain at 16p-17p? Idiot.

If they dividend out part of the cash then the value of that cash comes of the balance sheet in theory.

In our case, Nanoco is trading below the cash value, partly because of the market's lack of trust in what the company are spending that cash on as it drains away and partly because it is so difficult to take over the company and strip it's value. Therefore in our case the share price will drop by slightly less than the value of the dividend, because the benefit of the dividend is that you leave less money exposed to this crap board of directors.

And if Nanoco pay a 12p dividend then 12p is how much the share price will drop by. Do not think that the share price will stay in the 16p-17p territory.

Hi FlyingHigher,

I'm afraid that I fundamentally disagree with using P/E ratios to estimate the valuation of this company as it would be misleading to do so.

P/E ratios are used as a gauge of the value of a company based on the assumption that profits are consistent or growing consistently. This is not the case for Nanoco. The 'profit' is a one off and is not expected to be repeated in any similar fashion. The future profits of the company cannot be deduced from it, but rather the future profits of the company are largely based on a binary event of "will they or won't they adopt our tech, and if they do, will they pay for it?"

This company has huge potential , but I fear it is a long way off, going by what people on this chat group (who appear knowledgeable in the field) have said. There is the potential commercialisation that Brian Tenner expects by the end of the year, but I assign a close to zero probability that it will be worth any more than a (very few) million quid.

There is no wonder that the share price has tanked. Sheer incompetence. I would sell if there was any liquidity in the market.

Are we expected to actually get the financials before 30th Sept or is the board willy nilly about flouting the stock market rules?

I rather doubt it Carlos. If there was any news that was going to move this share price, the big boys would have some idea of it.

Maybe it's the Boris Johnson way of preparing our hearts and minds for a cash call. Like when Boris's buddies would say "What we are absolutely not going to do is ... X"... to plant the idea in your mind and prepare you for exactly that! X!

Knowing this company they will probably agree an exclusive deal to buy back shares from LOAM at 37p+ per share.

Is there a reason that this company cannot give simply give a unit price on their wonderful new deals?

You can tell when a company is so excited about its results that it is itching to get them out to you…. I recon they will be out before 9:59am on Tuesday…

I meant to say 4p for the past, giving a share price of 22p

If we are to believe that Samsung are 90% of the market then successfully recovering from the remaining 10% should provide circa $15m minus legal costs? So…. 22p a share for past??

We await the 31st December with great anticipation…. Will the long awaited order be announced, causing the share price to surge up to dizzy heights of 18p?

Or will the order order come next year? The big win here is the infinitesimally small downside risk. If the order doesn’t come in the the market will simply shrug it off and the share price will remain at 17p, because - hey - no one was expecting that order anyway.

One this we can be fairly sure of. This will not be large volume product, because if it were then our Henry would be buying big time.

“No no no!” I hear hecklers from the back of the room “That would be a breach of market rules”…. but, when you are in the elite club you get to know what your OEM will be selling, and the fund managers get a nudge and a wink too.

The big unknown right now is the gross margin on the India units - unless I have missed something and someone can fill me in.

The thing I’m waiting for this month is the profit projection for the coming financial year, because it will be the first clear metric on which to form a view of the company valuation.

*Jan 6th

"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."

Nope... I'm sorry... I think that just shows they lacked confidence to be able to sell any more on Jan 9th... They know there isn't the liquidity to be able to sell more.