Member Info for Nanonano

Nanoco don't seem to have competed to date. Always has to be questioned why time after time, display companies tried our wares and went with competitors, this has never been adequately answered by Nanoco's executives, even when directly questioned they hem and haw around reasons. On the flip side, it should also be asked why a US corp came to the UK for answers when they had two capable QD companies on their home turf.

The acid test will be what we're offered for the company, or which other alternatives are open to us.

I believe they handled the sale of QD Vision three years ago or so.

Perhaps Apple already made a bid, but Nanoco wanted to see who else was interested and decided to raise the stakes.

Unlike Apple's companies with this tech don't grow on trees.

Whatever ME's past deeds, we are where we are, and Evercore is handling this bid process- they're no novices, so if the tech holds up and there are two or more interested parties, we should, fingers crossed not come out at a loss, albeit we likely won't make the gains hoped for, save for those who've been fortunate enough to buy in the last gasps of this company since the end of June.

The patents are out there for perusal. However you would require a very thorough understanding of chemistry to make any sense of them. None of major ii's seem to have been reducing which is a good sign, but they do in general hold pretty low averages.
When it comes to business updates via RNS etc. it has been commented on many times that Nanoco still behave like they are an AIM listed company. I think on occasions they have sailed close to the wind, and I'm amazed that the senior executives did not come under scrutiny over the shares sales following the interims. Perhaps they did, but we didn't get to hear about it. Perhaps it has influenced the large ii's to decline further investment and force a sale.

My single main concerned revolves around the lack of sales into display, which were largely assured many moons ago.

I've never seen a satisfactory reason for why they couldn't get beyond prototype stage. Some posters on here and elsewhere have poo-poo'd this, and stated we've been fully informed, but I beg to differ. Speculative excuses have been given that problem was with other stages of display manufacture e.g. processor boards, but this hasn't stopped Nanosys bringing out one display after another, and letting everyone know about it, whilst Nanoco's dealings remained cloaked in NDA's which never materialised into any significant sales.

So with doubt comes uncertainty, and thus the share price flounders. However if the tech is good, someone is going to want this IMO, and more than one. QD vision had zip compared with Nanoco, no cad free, a flawed process of integrating the QD's in display with edge lighting and QD enhanced tubes. I think Samsung paid the $70m just to get them off the market, not for their tech.

Something I've pondered is if a block might be placed on any potential takeover by a Chinese company. Some here may recall a similar situation a couple of years ago we the Chinese were trying to buy out Aixtron. It was considered not in the national interest, and the deal was quashed.

Quite a menagerie, with pigs, rats, monkey's and ducks!

I wager the company in the supply chain working with the US partner is ST micro, as they seem to be at the forefront of TOF sensors.

Speculation is entirely what we have without any information.

What we do know- the company is up for sale, or alternative sources of funding. The share price is at historically low levels, save for the breif collapse in June. It has significant IP and has managed to align itself with several big names- Dupont, Merck and allegedly Apple.

What we don't know- Who is interested in buying, what they're prepared to pay.

Can't see ME twisting Apple's arm somehow. They either want it or they don't.

and a flying pig caused this mornings sonic boom.

'The Company currently expects such proposals to be submitted in mid-December.'

Patented molecular seeding for CFQD was the main focus of the organisation.

Will LTH's see their money returned, who knows. Not long to find out, assuming business is concluded by 12th December.

I think anyone interested in Nanoco had seen that story.

Well we should get some within the next four weeks. Short time share price doesn't mean very much at the moment IMO.

Your guess would be as good as mine.

Just one more thing.....

it isn't much i grant you, but it is, I think, the only evidence we've seen that Nanoco are working with Apple at all.

I've magnified the logo and batch numbers

https://ibb.co/n1XXPwC

https://ibb.co/nmBtXJ2

Maximum resolution of image from the pdf-
https://ibb.co/DVyrScS

On the picture it had batch number(s) 1909002 and 1909004. Bearing in the mind the timeline, I wondered if the first halves of thos numbers referred to the date the batch was cooked up - 19/09, 19th September. Could be totally wrong though.