Member Info for Nanonano

Carpetbaggers back in town.

"How can the guy be trusted to get the best deal for Nanoco in any future negotiations."

I think that is a major issue. The market doesn't believe this company can market its product- good scientists, but bad or at best naive businessmen.

It'll take hard evidence of contracts to turn the tide on this, then we may see a more sensible valuation.

AGM's company Chairman Bryan Dobson was also a director of Universal Matter GB Ltd until 28th March 2023, whereupon he resigned.

The same outfit buying out AGM for a snip.

Speculation perhaps, but this link says Q3 production for Apple AR is likely. That would be ahead of Nanoco's forecast, all assuming the sensor tech is earmarked for this product.

https://www.tomsguide.com/news/apple-vrar-headset-tipped-to-be-in-delivery-stage-heres-what-we-know

Biblical molecular seeding.

So I had another listen to the specific question on this topic in the interim statement. BT said that ten additional staff had been added, and that was their goal for fulfilling an initial production order at the lower end of volumes, but that they could quickly scale up for a larger order if required by taking on additional staff.

IIRC, BT was asked about recruitment in the interims, and said that they had been recruiting over the past few months, but now had all the staff they required. They've said in the past that the production of QD's doesn't require a huge labour force, most of the staff are working in R&D.

With regards to the price of QD's, it will depend on quantity, and no idea on Nanoco's pricing as they won't release such data, but have said that sensor dots are priced very differently to display dots, and smaller volumes cost more.

I recall that Nanosys said their XQDEF product could be integrated into a TV for about $12, that's a combined film/diffuser panel with embedded QD's. I believe this is what is being used in many Hisense and TCL QLED sets.

Not sure on the quantity of QD's, perhaps a gram, plus the cost of the diffuser, perhaps fifty cents to a dollar per gram?

Quantum Solutions are one company that openly advertise QD's for sale. The price varies depending on quantity and QD type, but the lowest seems to work out at about $3 a gram. Perhaps that gives some idea?

https://quantum-solutions.com/products-portfolio/

All depends on the level of skill required and the time needed to success find , recruit and train said personnel. I wouldn’t say you want to be looking last minute in this industry, plus it’s not like Nanoco are fantastic when it comes to remittance for their staff.

Soon will be, if they can ink some contracts......IF.

Netlist doing weel today, up another 62%.

Sadly the company has history of this.

In 2017 they stated more than once that they didn't foresee any need for a cash raise, then later in the year, a cash raise, but available only to II's at a significant discount. That left pretty much all PI's in the red until the huge share price collapse in 2019. Really the only PI's who have ever had a good opportunity to make any decent money from investing here have been those who bought in during the darkest days of the company, when there was real risk of it going under.

The boards reasons for settling when they did were presented at the interims.

My thoughts are there must be something much more significant in the works, else beyond cynical motives of self interest, it’s difficult to justify them settling for the amount they did without a strong income stream from elsewhere.

As I said in my last post, I believe that the company has to win those commercial orders they expect, if they fall at the last hurdle again, then some heads will have to roll, as when can investors ever really see a chance of this company bringing in recurring revenue? No use them kicking the can down the road another two or three years with the c-suite knowing their salaries and pensions are secured.

Well I agree that Nanoco having got as far as they did, should have let it go to court unless Samsung raised their offer. At a minimum should have been twice what they paid, and they should have coughed up the full amount immediately, not pay in instalments.

What we got is what we got though, but if they don’t ink those sensor deals the ceo should make way for someone who can deliver commercial revenue.

Already seen the companies engaged in sensors expand then contract within the last year or so. Why did some quit, tech not good enough, gone to a competitor- no explanation given from Nanoco.

Not sure how effective competing tech in IR sensors like organic photodiodes will be for consumer goods. Samsung are apparently pushing hard in this arena.

Seems to be a consensus that they won’t offer serious competition for a few years yet, but there could always be a breakthrough.

Netlist are a going concern with revenue, not a cash burner relying on fund raises. Netlist do not need to go to a litigation finance company to fund their battles.

Two factors that make a big difference I believe.

I confess I am a little baffled by the RNS. Perhaps someone more knowledgeable than me about these financial constructs can fill in the blanks.

If the shares were held as a CFD, I thought these weren’t effectively owned by that person, but loaned out by another holder?

If a CFD was being closed, would that not create a rise in the share price as they needed to be bought back, plus additional shares purchased if the holder is taking an equivalent position?

So that leaves a question mark over who has been selling down heavily over the past week or so.

Okay, must have missed something- was looking at it on my phone.

Hamoodi sold his stake as I thought.

Both Samsung and LG are said to be interested in PHOLED for their future displays.

https://www.flatpanelshd.com/news.php?subaction=showfull&id=1681980582

This is about four times the efficiency of current materials, but interesting dialogue in the comments-

"Both LG Display and Samsung Display will benefit from this, but I think that Samsung Display will benefit much more.
Universal Display competitor Kyulux reports that phosphorescent OLEDs have poor color purity according to https://www.kyulux.com/our-... . This sounds like a problem that Samsung Display could clean up with blue quantum dots. LG Display would have a problem with poor color purity blues. If it uses color filters to get a high purity blue for the blue subpixels, then the filtered out impure blue will become heat. LG Display might have to license quantum dots like either LG Display or LG Electronics did for its QNED miniLED LCD TVs that combine nanocell technology and quantum dots."