Member Info for Nanonano

The case did get some coverage back when it was first intiated. Headlines were along the lines of ‘Samson takes on Goliath’ etc. Most of the display pundits seem to be Nanosys fanboys, so I think a lot of what’s been written is biased against a successful outcome for the minnow.

Quicker link.

https://tinyurl.com/4h66c5m7

It also adds more weight to a deepening relationship between STMicro and Nanoco. Three irons in the fire now. Far from pivoting away as was suggested a few days ago.

Most investors probably think Quantum dots is a reboot for Scott Bakula.

Neither is the persistent negativity. I think we can all appreciate there is risk in this investment, especially as Nanoco are now very close to a critical decision made by a third party.

I wish you'd go to sleep, BTB.

Here's a pretty good example-

https://www.patentlyapple.com/2022/03/an-apple-micro-led-display-patent-describes-integrating-features-such-as-fingerprint-health-sensing-water-tolerant-touch.html

Applications for inexpensive, or at least affordable NIR and SWIR sensors extends way beyond AR/VR. In Apples case, pretty much every product, iphone, ipad, apple watch, laptops even desktops. Not to mention applications in autonomous and semi-autonomous cars.

It should go well beyond one company though, and I can envisage most companies competing in the same sectors applying this technology.

I don't think it would have made a dot of difference to the share price if they had announced something. A nice fat order book will shift things, along with a positive PTAB verdict.

Neither is in the bag, think we need some of those SWIR sensors to see through the mist, but whether you're long or short on Nanoco, no one knows for sure what is likely to happen, and that'#s why the share price is effectively stuck in the position it is.

I expressed scepticism that yesterdays presentation by Apple would reveal any details of future VR/AR product, it's too early. It'll be later this year at best, possibly Autumn.

I don't know what formulation of chemicals Nanoco are using in their IR dots, I've not been able to find any details. It's third party sites that I've seen suggesting PbS, but they might be wrong.

Whatever the chemical composition, they're going to need a reliable method of producing them at scale to a consistent standard, and if you believe what the company has told us, there are relatively few who can do that.

Mt main focus is on interims and PTAB verdict, both are due with the next couple of months or so..

Not long to wait when you've been invested for years.

No I don't. because I can't find any evidence to support that. If you know different then let us all know.

Nanoco just talk about nano materials for IR sensing, they don't say anything about them being free of heavy metals.

I don't recall Nanoco saying what composition they're using, either in their presentations or in any RNS. Perhaps it's a trade secret. Hopefully we will get some update on the work with STMicro or the major European semiconductor customer in the interims, which must be rapidly approaching.

I agree 2023 is the year for production but with visibility of orders in H2 2022, unless the timetable has shifted.

Where is the cadmium in lead sulphide?

As I've seen no evidence to suggest that an alternative supplier is about to eat Nanoco's lunch, I will base my own investment decision on their last forward looking statement.

Expensive c-suites. Similar story with Haydale, Versarien etc.

If the companies merged and pooled their technologies and streamlined the management structure, then investors cash would stretch out a great deal further.

What evidence do you have to suggest that STMicro will not be using Nanoco's QD's, and what do you mean by it not helping Nanoco?

You are aware that the QD's used for infra red are completely different to the ones used in display?

Most companies are facing a challenging time with their share price value as investors shift their cash into commodities. I think Nano's share price is holding up pretty well all things considered.

"I feel pretty sure ST Micro will indeed be selling their SWIR and NIR sensors soon, but it won't be non-cadmium QDs they'll be using."

A bold statement, Feeks. Got something to support that or is it just a hypothesis?

They don't need a lot of staff for production, maybe a dozen or so for round the clock production? I expect most of the process can be automated- the value lies in the IP.

I think many of the folks been 'let go' have been in he life sciences division, and the staff originally taken on for production on the cancelled Apple contract.

Fifty employee's at present, which is about half what they had. I believe they've stated they will need to take on some additional production staff once/if production commences, especially if they begin running 24/7.

There's a lot less Hyperbole with BT than under ME's tenure. There are five companies signed up with Nanoco on eight different material types, two of the companies have potential for significant scale.

However the company has been there before. When they signed with Dow, who were going to supply not just Samsung but also LG, and it went flat, then the company rejigged the license and signed up with Wah Hong and Merck, and after a handful of demo/prototypes, little more came of it. Then there were the QD enhanced monitor screens, which turned out to use cadmium dots..

I do think it's different this time though, not least because Nanoco seem to have a tangible advantage on the competition, but chiefly because ST Micro have made quite a few public statements and presentations about these sensors coming to market.

We'll just have to wait and see.

As i understand it, Apple have no direct relationship with Nanoco since the contract completed in early 2020 wasn't it?

Not that the company was ever confirmed as Apple by Nanoco.

STMicro have a very close relationship with Apple and Jonathan Steckel, ex QD Vision and Apple, is currently Director of Advanced Technology Intelligence in Imaging at STMicro and appears to be heavilt involved qith the AD SWIR and NIR sensors.

Naturally there are risks. Competitors may steal Nanoco's lunch in time, or products featuring the sensors may not do as well as expected, but I take some confidence in the stated performance of these devices, their low cost base compared with competitors especially Ingaas, and that the IP is subject to many trade secrets.

Also STMicro have a greater reputation for integrity than Samsung, although that wouldn't be hard.