Member Info for Nanonano

If the STMicro contract goes to plan, and the signs are very positive IMO, then Nanoco will have no cash flow issues going forward, and they will be able to afford to play a waiting game with Samsung if they choose to long it out.

Oral presentations are on 23rd Feb. The transcripts are unlikely to be published for a week or two though, so early March.

I’ve seen some fantastic forecast potential valuations of £30-50 per share, which seems far fetched to me.

Apologies for the typos- replying on my phone, and fat fingers!

IPR verdict should be in by mid to late May.

Court date yet to be d3cided but expected around October.

Outcome from that could be within the year or early 2023.

Appeals could extend the process.

Organic growth expected for sensor technology, with visible revenue rejection in late 2022. Volume production expected in 2023, but stilll not guaranteed- all subject to customers and products coming to market.

Five customers in the sensor space with eight different products 8n development.

Subject a successful outcome at IPR, I would expect a decent lift in the share price, panything up to a pound, but I be.I’ve it would require further positive news on sensor contracts and a successful outcome in court , or a good settlement with Samsung to push it into the several pound territory.

Bear in mind that Nanoco’s have been rinsed out for the best part of a billion in lost revenue, and with QD OLED and sensor technology coming through, revenue is set to mushroom.

Even with a modest ten times earnings, the company should be worth £2-3bn all assuming ongoing revenue from Samsung and a maxed out Runcorn production facility. That would give a share price of around a tenner.

Probably loaned them to GMT so they could increase their short.

Seems the ii's are not as 'locked in' as some might think.

Yes, but why go to Nanosys across the pond, when you have a QD supplier on your doorstep?

Sounds like QD's to me-

“We have been working on the latest generation organic thin-film transistor (OTFT) technology for many years and have validated its readiness and availability for enabling the manufacturing of displays using advanced emitters such as microLEDs and quantum dot nanoLEDs from Nanosys.”

Raises an eyebrow when you consider that Smartkem are located in Nanoco’s ground zero.

https://www.businesswire.com/news/home/20220202005174/en/SmartKem-and-Nanosys-Enter-into-Joint-Development-Agreement

That’s the spirit!

Quantum dots not mentioned, but i have a feeling this might be one of the areas where Quantum dots are likely to be used to improve the infrared spectrum-

https://techcrunch.com/2022/01/20/metalenz-polareyes-upgrades-digital-sensing-with-polarized-light/?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvLnVrLw&guce_referrer_sig=AQAAAFYuUaTq0aWt6iyW64IEgeJgVxN53dAqwaCPcGk8TzMudjH8B2WJCHTuxW0LN2n9AT2HKd7T3psCLg3MeNJJ4whVhqBEhUlN0C76rN7owIoQwbUvi_gqn5Qjm9gTWbJTiRk5spLwed6HnHz2lG_j7QKhlvHJOt7TKNOgpGMjKaho

You need to register to read, but free for a couple of articles per month.

This refers mainly to Nanosys, but interesting nonetheless, specifically the large fall in price of implementing QD's in LCD display.

https://www.displaydaily.com/article/display-daily/qdef-to-boom-or-steady-as-she-goes

https://s3-us-west-1.amazonaws.com/ptab-filings%2FIPR2021-00186%2F2030

https://s3-us-west-1.amazonaws.com/ptab-filings%2FIPR2021-00186%2F2032

IIRC they got their fingers burnt last time they shorted Nanoco last year at around the ten pence mark.

This seems to align with Nanoco's expected time scale. If some recall the window slipped a bit from H2 2022 to 2023 for commercialisation, although we should see signs of production this year, if all goes to plan.

https://www.bloomberg.com/news/articles/2022-01-14/apple-s-hotly-anticipated-headset-risks-being-delayed-until-2023

My understanding is that it's the difference in the colour ageing that causes the burn in to show. With all one colour, they'll all age at the same rate, in theory anyway.

Also they use just one colour of blue sub pixel, whereas LG use blue and yellow to produce white.

I'm surprised they showed any QD-OLED displays at all. As I recall, the manufacturing facility has only been running since the end of November, so not even a couple of months.

Pundits have differed on when we can expect to see these screens on sale, some predicting spring , others saying probably end of the year. My thoughts are they'll probably start appearing half way through, but with very limited numbers.

At full crank the facility is reported be able to produce 1m displays per annum, which isn't a huge amount, but the screens do use five times the amount of dots compared with Q:ED/LCD screens.

That should substantially raise the amount of dots being used by Samsung in the near future.

Oral hearings requested in February.

https://portal.unifiedpatents.com/ptab/case/IPR2021-00186

No idea, saw no such movements here.