Member Info for Nanonano

The amount that Nanoco should have been paid for their IP had Samsung been honest is open to conjecture, but certainly nowhere near billions.

Large 'paper' damages were only potentially possible with a court win, and getting that money would have been quite another matter.

Back in 2017 Edison quoted a license figure of $1.90 m2 of QD film, equivalent to a 60" TV/screen. If you assume 42m historic sales multiply that by two for future revenue it gets you pretty close to the $150m settlement figure. Now Nanoco had to pay their legal fees out of that, and so they've come up short if we consider the Edison figures in any way authentic, a settlement of $2-300m would have been more reasonable IMO, but Samsung aren't reasonable, they're the big bully in the playground.

Think investors need to bear in mind that the cash raise was made to see the company through to self-funding status through organic activities, not a settlement for past infringement.

You two need to get some new keyboards.

I think the fundamental issue is simply that Nanoco has still to demonstrate it can put a product on the market.

Samsung have kind of done it by proxy/theft, and probably others as well, although yet to be found out/proven, but nothing with actual Nanoco dots in.

If or when Nanoco can get something on the market that brings in sustained revenue, investors should see something underpinning the share price, although I would expect gains to be modest at least for next year or two, because any contracts are likely to start small and there is no guarantee the technology will be widely adopted.

I find it hard to see practical alternatives to QDCMOS in the SWIR space however.

It's only firm news (or leaks of firm news) that have ever moved the needle on this share.

We've been given two inflection points for this year, we've had the first one which didn't turn out as lucrative as many were hoping for, the next one should be imminent, but the timing of that is dependent on factors outside of Nanoco's control.

An odd tIme to sell down a week before an update.

What’s been learnt? Well I don’t know, I would hope they’re more cautious with the information they share and that they have some robust agreements in place that reduce the risk of their IP being ripped off.

On the one hand they’re working in markets with potentially very high growth. On the other hand we don’t yet know how well accepted that tech will be, and what slice of that market Nanoco can win.

Also analysts are often over optimistic on sales volumes. I remember many predicting that QD display would gain 50% share of the market by around 2020, whereas the reality was around a tenth of that.

Course they could be underestimating sales potential too.

Doesn't mean that we'll see a repeat of those times.

Failure is simply the opportunity to begin again, this time more intelligently.

Simply reiterating what the CEO has stated in updates. I can't recall which one it was, might have been the last one in the Q&A. Basically it was said companies always want a second line of supply for critical components, which could be a second licensed company or they could choose to have an in-house supply.

Will that be the main source of supply with Runcorn as a backup? I don't know.

I suppose it's worthwhile to remember that such a strategy was proposed for display too, although it never seemed to materialise.

I'm hoping we get some more information next week, as with the Samsung litigation settled, they'll have more time to discuss future contracted work.

In that case I would refer you back to what has been said in earlier updates about companies wanting a second line of supply for production, either external or internal. Looks to me like STMicro are going for the latter option.

What one believes, one believes.

https://stcareers.talent-soft.com/job/job-quantum-dot-production-engineer_20787.aspx

Who knows.

Someone selling means someone buying.

If you look at some of LOAM's other actions .e.gh. their timing with an increased position in IQE, the Wandisco affair etc. Clear they make plenty of boo boo's, which makes any gain in Nanoco pale into insignificance.

Pretty crappy day today, but the drop suggest to me someone potentially loading up in the background, we'll see.

Interims in a couple of weeks.

Certainly not the messiah.

If this device is using Nanoco tech in it, and Apple suppliers are ramping for production, then where is the RNS with a supply contract?

https://displaydaily.com/the-high-ground-of-tv-sales-belongs-to-samsung-and-lg/

I think the under screen sensor situation was always going to be post 2025, when you look at timelines posted by Yole etc.

Just hacks getting ahead of themselves with predictions then rowing back.

Nanosys seem to be increasingly focusing on microled and providing consulting on display technology rather than a QD supplier. I'm sure they've been watching the Nanoco vs Samsung panto play out and perhaps see the writing on the wall for future business.