Member Info for Nanonano

Can't follow the link, or find the tweet with the search parameters you specified, Wellwell.

We'll get to find out one way or the other pretty soon now.

We know that LG and Samsung walked away from Dow/Nanoco. This happens in business, look at how companies like Apple have cancelled on various suppliers, sometimes putting those companies out of business or pole-axing their value.

My present concern is if the deal with AUO and Wah Hong film is still in place, do the other display programs remain on course, and is Dow up and running in any kind of meaningful way.

With regards to ME's comments on commercial availability of QD's from Runcorn, were any details given on volume? I don't think they were, so they could be selling a thimble full, for sampling say and that would be commercial sales. Not much revenue, but you can't accuse them of lying.

We're clearly in a lull at the moment, little information since the RNS about the milestone payment back in May. Hopefully that will change in the next few weeks, with significant shows coming, and end of FY.

Well in the interviews after half way through the financial year, the ceo did state that first display monitors would be commercialised expected Q2, but the first arrived a bit late in Q3. That’s the first time I’d seen a statement of anything beyond sampling and advancement of display programs in the time I’ve been invested. Assuming that it’s the Asus monitor of course, but then what other QD based gaming monitors have been slated for release? If it turns out that our dots have been passed over for production models, then what justification can these be for not notifying investors? Worth noting that the big II’s seem to be holding their positions.

The proof (or lack thereof, depending on your pov) will become apparent next month or September when end of year results are published, although based on past performance and Nanoco being about as watertight as the Mary Rose we should get an idea of what to expect by what the share price does a week or two before results are published.

I think automatic cars will have to be bristling with many different types of sensors, all of which have different kinds of strengths and weaknesses. The accidents that have occurred with self drive vehicles have proven they're far from infallible, and they'll need to improve exponentially before getting rubber stamped for mass production IMO.

If someone sold ‘em, then someone bought ‘em.

The focus is on display, because that is predicted to be the first revenue earner, and Nanoco needs revenue. It's okay for the moment, with the cash raise last year plus the milestone payments and tax rebates, but in another year or so, cash will be winding down once again without good income.

There is the US corp deal, but we still don't know for whom and for what it's going to be used in, so still speculative as to how lucrative the contract will be.

More importantly from my own perspective is one of credibility. If display products don't arrive as expected from earlier updates, then investors in this company are going to rightly cry foul.

I think you'll find very few people know what QD's are, or what they can do. They do know what profit is though, so when (if?) Nanoco demonstrate they are capable of turning one, then things will move very quickly.

Don't think anyone doubts the potential of nanoco's technology, they just doubt their ability to put it out there into the market.

I think that's the first time I've seen that on export lists. That would be a good description of quantum dots, but does beg the question of what has been shipped out prior to that date?

How many years before that becomes a commercial reality? Anything to do with medicine takes an ice age to wade through all the legislation (rightly so). All eyes are on display, because that's what is required for the company to transition.

Surely with Corning doing the glass, They'd be using Dow QD's?

Just have to wait and see. Fair to say that with several millions being pumped in via the expansion and milestone payments, it isn't dolly mixtures.

That'll be QDOG I expect, must have QD colour filters at any rate else the power consumption would be monstrous to push 4000 nits. I think that will occupy the upper end sets, and the lower cost screens will remain with QD backlight colour conversion.

Most of us considered the 27"+ monitors Nanoco dots, because at ME's last Edison interview he stated that display products would begin with high spec gaming monitors from 27" upwards, and the language was unambiguous IMO. From 3:58 https://www.youtube.com/watch?v=6uEPC2GQolE

LO now just under 7% from being able to make a takeover bid,. if they chose to, which I doubt they will.

has there ever been mention of quantities?

I don't recall. Perhaps they made an eggcup full.

Agreed BC, but they can grind cost out of it, perhaps fewer zones, or more elegant production methods. AUO seem to be pursuing that path with their miniLED tech.
I really can't see QLCD wrestling the high end crown from OLED medium term. It's going to take an alternative like microled and QD filters or ELQD to wrestle that crown, but both of those are some way from commercialisation, and no doubt further still from becoming affordable for the average man in the high street.

Yep 4K HDR streaming now a reality, but it's only really started to gain momentum in the last year or so, with the marketing going great guns.

The problem with QDLCD sets IMO is that they're far too expensive at present, and were even more so in the past. They were near enough the same price as OLED, and that's just not on. What is needed is a sub $/£1000 set with FALD, that would seriously take the fight to OLED.

It's as well to remember that even with expansion OLED production is seriously restricted. perhaps inkjet OLED will relieve that, but still some way from that yet.