Member Info for NGR1616

Muppeto’s

The Times are as fallible as the next man.

Anyway I’m off to Rome for the weekend so signing off!

Henry read something in the papers and believed it. And is now unhappy.

NHS £350m per week…..there’s your fkn scam.

Troublesome you got the not so subtle link!! Go you.

Children and conspiracy theorists unite - am I BT or NW or Jesus or ME? What a bunch of clowns.

Empathy? Why should I be empathetic to people bashing the CEO when he’s done nothing wrong?

FH- good man!

Troublesome- intrusive was banging on about how easy it was finding evidence that BT said we’d all be millionaires by now and all I found was the stuff I quoted. Not once did he say the words in a sentence that people here cobble together to suit their displeasure. As for BBC…….one is a broadcaster and the other a computer company but that’s just another example of people like you spouting pish.

FH right now there are two camps. I’ll be vindicated if there are orders and the share price recovers quickly and above previous highs. It would be ironic if that comes from display then augmented by sensors. If that happens will you accept you’re wrong? Of course not, because you’re ignorant.

BT didn’t legislate for greedy ****ers selling up and crashing the share price. But I’m happy as I bought more and if it turns out that the orders come I shall be happy you all did.

Incapableofthought - politely, but using vernacular you understand….go fk yourself wet boy.

HH The CEO is disgraced and misleading in your eyes. The fact you’ve concluded because I’m not in your camp I must be somehow tied instead to Nanoco's management leads me to think that you’re delusional on several levels.

Dry your eyes ffs.

re the fundsraise....they wanted to get funds.....are they meant to just giveaway the shares?

"Significant trading progress has been made in terms of order book growth, new contract momentum and cost management.

· The Board remains very confident in the strength of the Company's case in the litigation against Samsung and in an outcome that is transformational for Nanoco's prospects and shareholder value.

· The net proceeds of the Fundraise will extend the Company's cash runway into CY24 - past the key strategic milestones which are expected to be delivered in the short term, namely visibility of commercial production orders and the outcome of the Samsung litigation trial in Texas. The Fundraise will also support Nanoco's core IP assets and its ongoing business operations."

"We must not be complacent as the trial still awaits and its outcome is uncertain. However, the recent events noted above have added to the strength of our belief and confidence in our case. We continue to focus and work industriously towards a favourable outcome to the trial and a substantial inflection point for Nanoco’s prospects and shareholder value,’ Tenner added.

You can decide for yourselves what inflection point means. For me it means a sign of change. The IP validation, new interest from panel manufacturers and money in the settlement meet that criteria for me. In fact I expect it meets everyones criteria, it's just that fair value to BT and advisors of $150m weighed against the risk of losing, or on winning re-trials, appeals and the time delays and interest on borrowing doesn't match the $300m+ some expected isn't BT's fault. You can clasp onto the one multiples of market capital statement he made if you want but frankly it's not relevant when you take everything else into consideration.

Slide 4 "Transformative value potential"
Slide 8 "new interest on CFQD from panel manufacturers" because of litigation
Slide 11 speaks of PTAB risks. Speaks or IPR appeals and Samsung motion to throw the whole case out - A low risk but a risk none the less.
Slide 12 variable outcomes if successful - no clarity on jury or judge outcomes. Appeal process could take years including retrial or damages trial only. Speaks about Samsung coming up with a settlement for fair value. ***I always felt this statement was a clear indication that a sum would be agreed that would not be as significant as some had said***
Slide 21 - "Transformative potential" in Samsung litigation
"Opportunity truly global huge and growing in sensing"
"Runcorn move allows for excess £100m of revenue production capacity 24/7"
"Don't need both sensing and display....one or other makes us self financing"
"expecting revenue growth of 20%"
"cash runway to end 2025" [absent of litigation monies]
"Profitable from 2025 extends indefinitely"
AGAIN
"transformational potential value" in the litigation ( said at around the 39.40 minute mark)
"aiming to get visibility of commercial production based on customers roadmaps"
Q&A
"QD's in Quantum Computers.....possible but a long way off"

What did you expect ? Inflection to mean a sudden uplift in SP so you could sell and profit on your own absent of any confirmed revenue. This company was never about a court case. It’s about monetisation of IP and Tech. The settlement actually provides part of that despite Samsung clearly having a willingness to challenge the plaintiffs but it’s forward repeating growing revenue Im here for. BT hasn’t let me down yet. I feel he delivered on the settlement once everything was taken into consideration as discussed ad nauseam but expect him to deliver next on the commercial orders. If he doesn’t I’ll re-assess based on the evidence provided as to why not.

Excellent post Nanonano.

HH and FH - FO!

Im sorry you feel this hasn’t turned out the way you had expected. I hoped for more from the settlement when reading some of the figures being bandied about but also recognised the likelihood of a near $1bn payoff was unlikely. I actually estimated after the low end RNS £50m net to Nanoco so I was able to understand what we we’re being told even if you didn’t.

My timeline is years. It’s mainly in my SIPP. I’m not yet 55 so it’s not pressing for me but it is risky. I held shares in BBC / acorn as a child. Dad gave me some money from proceeds of one of the Tory government privatisation floats….British Gas or BT. I put them in a bottom drawer……if I still held them now I’d be a millionaire. Acorn to Olivetti to ARM holdings to Apple connections in the 80’s and 90’s…..

I’m not suggesting Nanoco will become as successful as ARM but I am hoping if their technology is adopted as has been presented then it will grow significantly in the 3-10 year window.

HH I think what @Nanonano is saying is people like you expected a different outcome with Samsung but never understood the business in the first place.

You’ve sated your disappointment of the settlement by replacing it with an expectation of significant revenue from the organic business tomorrow. This from a business that’s not turned a profit’ and I’m issuing guidance that they expect commercial orders this year; and now because it’s not on ‘your timeliné of return on investment you have reached the inevitable conclusion that BT must go because……that will somehow cascade through the supply chain and resolve your issues ! ?

It’s possibly years away the success you crave, and it might not materialise at all, so if you aren’t prepared to wait just sell. Or don’t but please save your tantrums for somewhere else, it’s boring and at odds to those with an understanding of the wider gamut of Nanoco.