Member Info for Nanonano

RG reduced his stake a bit. Maybe expecting a bit of a pullback?

A £2.50--3 share price would require around £50m a year income, based on the average 13-15 times earnings which may have been realised with a sale of dots to Samsung, had they done the honourable thing.

Fingers crossed a deal is reached or the courts see it our way if Samsung want to play it the hard way. I think significant revenue from IR sensors is at least 18 months to two years away, and that's assuming it makes it through to commercialisation and in the meantime I estimate Nanoco have to find a spare couple of million to plug the gap between now August 2021. As pointed out in the interims, the cash situation would have been even more urgent but for the pandemic.

As I see it, Nanoco have about another month or thereabouts to ink a deal or find some alternative finance to be signed off for the next financial year in their present form.

Not sure about vapour ware. The promised gaming monitors hit the market, only with someone else's dots in them.

The mystery of Samsung is no longer a mystery. However we still don't know why the other OEM's have not used Nanoco's product like AUO and Innlolux, having used them on prototypes. The Chinese seem happy to flood the market with cheaper cad based products, which was predicted by Nanoco in lieu of a ban on cadmium in display. Perhaps this may shift somewhat if the Chinese OEM's will be supplying Samsung with QLED LCD screens.

Past experience means I can't be anything other than circumspect when it comes to ME's forward looking statements.

Wasn't referring to STmicro deal, but on the last update they mentioned possible near term display revenue. We've had that before so I don't take it as gospel. Display revenue would liekly come via Taiwanese display OEM's e.g. AUO. AFAIK the relationship is still relevant there even though they've been using Nanosys dots/film.

I don't think there is a link between the latest STmicro news and nanoco, but would be happy to be proved wrong.

I think more likey is the news that's been reported quite a lot in recent weeks about Apple using mini LED screens in some of their next ipads and Macbooks. I think they may well be using QD's to get the best out of them, although that may not be the case, but if so, they will want quite a lot of screens, and they'll want the best performing cadmium free dots.

Perhaps the board are waiting until the end of year update before giving any information, after all it's not that far away now, another month or so before initial announcement?

Personally I would prefer to see Nanoco make it independently of a takeover, but cash is running down and some restructuring is likely unless a deal is struck or being negotiated presently.

Company costs also start rising from next month with the winding down of the furlough scheme, although yesterdays announcements may help the company the little until February at least.

That RNS was over a month ago, and it nudged up the share price, but recent hike has something more behind it, I'm sure of that.

In the time I’ve been invested, I’ve never known there to be smoke without fire.

Looks like Apple are working with Epistar AUO on mini led screens. If these use QD's (and many do), then they won't want to be using cadmium dots, so a possibility of supply there.

https://www.displaydaily.com/article/display-daily/miniled-based-display-poised-for-expanded-presence

Also interesting to see that the Chinese are making inroads into producing very inexpensive OLED screens. No wonder the Koreans are getting worried.

https://www.displaydaily.com/article/display-daily/tcl-and-joled-connect-to-make-ijp-oled-tv-panels

I've always wondered who Merck intend/intended to supply. If it's the display industry, what manufacturers? The Chinese and Taiwanese OEM's seem content with Nanosys and/or Chinese cadmium QD suppliers, and Samsung have Hansol (for now).

With Nanoco, I set my expectations low, that way I am less disappointed.

I think we'll need more than a Merck contract renewal to underpin any significant share price rise.

Can't be sure of what negotiations are going on behind the scenes, they may be privy to market sensitive information at this time.

Not sure how you are searching, but I just put in 'Graphene primer', and both the Hycote and Halfords graphene primers came up. They're both the AGM enhanced product produced by James Briggs Ltd. It's a smaller market, but the larger market for paints that give five to six times the longevity of the best current paints has to have an enormous market, and it's a market that never diminishes. the benefit to shipping has to be enormous, as the cost of drydocking a vessel for refinishing must far outweigh materials expense.

https://tinyurl.com/y7zmnbvg

I have personally put any dreams about a payday from Samsung on the back burner, as I believe it's likely to be some time before Nanoco see any money from them, and in the near term they need additional contracts to keep ticking over in their present form. If Samsung were barred from selling their sets in the US, that would certainly speed things up, but I think there is little chance of that happening.

The STMicro contract is a move in the right direction, but I get a sense of deja vu from past agreements. Significant revenue from STMicro is likely to be about two years away, and that assumes things go to commercialisation.

At present and for the near term, display seems to be the only revenue earner with sufficient volume to bring in big cash, and Samsung have exclusive market for cad free QD in display- the Chinese and Taiwanese OEM's seem to be in no rush to switch from Cadmium or Cadmium light QD's.

Can you keep the discussion on your share portfolio for somewhere else please. This board is for discussion of Nanoco.

I'd say AGM need to use some of that graphene primer on their boat- it has a leaky hull.