Member Info for NGR1616

I tolerated BTB for a while when his rhetoric was not quite so transparent. Not so now.

one thing is for sure, she seems so far that I've read to have avoided rabbit holes and the various traps they tried to lay.

Thanks Nanonano. I'm a third of the way though. It's an impressive exchange thus far.

Is there a link to download the deposition?

"This additional delivery supports the Board's revenue expectations for FY22 (the financial year ending 31 July 2022), which are consistent with the £2.0m of revenue generated in FY21. The revenue from the third work package will contribute to the Group's performance in the first half of FY22".

This revenue is additional surely as the first 3 words above suggest. If anything it now means revenue for FY22 should higher.

I noted that Edison issued a flash note yesterday. I can't access their website just now but I expect a more comprehensive precis next week.

Mattyboy BTB is right again :-). Just like he was on the delay of the results
"I also don't think the results have been delayed due to a contract. I think it's more likely an accounting discrepancy and it's likely to be viewed as unprofessional rather than positive. It makes me smile that people still hold out hope of another Asian deal, like another one would actually go anywhere."

Sharvey, I cant answer your questions and even if I did they'd be open to conjecture and possibly ridicule. What I'm not advocating is that instead we continue to **** into the atmosphere, the rivers and seas and not bother doing anything about it.

Senseman is 100% correct, uncontrolled population growth is the crux of this as along with it is the inevitable human exploitation of our natural resources and the spewing out of the after effects be that CO2, plastics in the seas, Nox etc and unless addressed will (if you follow it through to it's logical conclusion) mean we eventually exhaust all the natural habitats and resources and fill the environment with pollution.

Now even to me to me that sounds unlikely as we'll start to die off long before then and that's hundreds or thousands of years hence but at some point, unless we change, the world will not sustain our activities. I think that is undeniable although no doubt someone will try and deny it.

In my view I'd prefer we try and act before then and create a balance rather than going full tilt towards the inevitable.

Dive Centre, stop breathing HeOx would be my first suggestion. What a load of **** you just posted.

Director deals are a white elephant for many reasons. One being they could be trading unwittingly close to a material announcement and be open to question. Not all directors, especially those in the relative infancy NANO is at have wads of cash to invest, especially when your remuneration has been cut to save costs, plus there are usually vested share incentives as part of the deal so they’ll pick up shares anyway. Why then invest your own money?

Edison will be in attendance and update from tomorrow as well as today in due course. They are a paid mouthpiece of course.

lobo the presentation will be available later on their website for viewing.

There is another event - the Investor Meet Company platform, taking place at 10:00 am on Thursday 4 November 2021 which is probably the one you were thinking about. Be interesting to find out if anything new is revealed from that.

lobo the presentation will be available later on their website for viewing.

There is another event - the Investor Meet Company platform, taking place at 10:00 am on Thursday 4 November 2021 which is probably the one you were thinking about. Be interesting to find out if anything new is revealed.

Agree Basscadet.

Anyone else getting intermittent sound?

There are very few independent listed QD manufacturing companies. If NANO gains traction in this sector (which is forecast to grow significantly) and underpin their claim to be a world leader in QD then who knows where they could end up in terms of a valuation. £1bn is 15 times larger Mcap than today which is with no profit and small revenue. If they go commercial then those revenues will increase.

Aside from Samsung if they increase revenue to >£6m they break-even based on previous guidance. If revenue exceeded £6m then it's a case of by how much.

It wasn't guidance rather a comparison of the model v realisation in my view.

In my view this does not mean a placing is "coming" as BTB suggests, although the possibility of a placing cannot be ignored or denied.

They explicitly opted not to do so previously as a highly dilutive equity raise didn't reflect the value potential of the company. Importantly the issuance of the debt has extended the cash runway to "a point when we expect to have visibility on potential production orders in the SHORT to MEDIUM term - a key strategic priority"

I expect more guidance in the call today and it will come down to whether they are over-estimating the likelihood of revenue in the short/medium term or whether there are factors outside of their control that may affect this happening.

As Morbox points out, If we are successful at PTAB ruling in May (or sooner) I expect the share price and mcap to increase. Assuming therefore that there are delays to revenue in the short or medium term a placing would be an option from a higher base and I'd support that.

Alternatively, sell up and wait until the roadmap is defined and buy back at a higher (or lower) price.

I'm in for the long haul.

this was included in the forward looking statements.

"Environment / Restriction of Hazardous Substances ("RoHS")

The European Commission (EC) was considering an appeal submitted by three companies that the exemption allowing the use of cadmium-based quantum dots in display films should continue. The Commission was also considering an appeal for a five year exemption to allow cadmium-based quantum dots to be applied directly onto LED chips for displays and lighting.

The Commission has now received a recommendation that:

· the exemption to allow cadmium (> 100 ppm) in QD films for display is no longer justified and should be phased out by 31 October 2021; and

· a new exemption is granted to allow cadmium-based quantum dots applied directly onto LED chips for displays and high CRI lighting for a period of five years.

Before becoming law, the recommendations need to be adopted by the EC though this is not expected to take a significant length of time. It should also be noted that for film-based displays there is not an outright ban which could allow displays with cadmium content below the limits above to continue to be sold."

I wonder if Nanoco touted itself to Atlantic IP Services at some point.....?

Anyone noted the latest research note from Edison?