Member Info for NGR1616

The problem with the likes of me?

Here's a question for you TG2D....are you invested?

That's semantics. At the launch, the announcement event if you will, the phones functionality was revealed and it goes down as one of the most impactful product 'launches' in history. Don't take my word for it, not that you would. Deliveries came later yes but the launch event was shrouded in secrecy. 'Vision Pro' was launched in a completely different era and required a different marketing strategy since because of the IoT secrecy is much harder to maintain but it was also telegraphed years ago. Worth noting, these are both end user devices.

STM are not aiming at the end user but instead the device manufacturers or even more likely companies further upstream-again a different marketing strategy and route to market.

As for the roadmap or journey see my opening words. It would be helpful if you weren't condescending at every opportunity.

I’d expect they did the same arithmetic as you Kooba and have guided they expect to see increased orders to the point they achieve BE. It’s not guesswork work at all. It is however not without the usual caveat of risk that STM might not gradually increase their demand for Nanoco. Of course in that case you can expect BT to blame the customer not the company.

That’s just the way and only time will tell.

I suspect the journey will remain opaque since STM themselves are hardly shouting from the rooftops and to expect Nanoco to do otherwise in context of a new technology adoption that could have material financial implications for all parties including the device manufacturer(s) where secrecy and competitive advantage seem more important than updating the private investor. I don’t recall Steve Jobs telling anyone publicly about the phone/internet explorer/ipod thing they launched in advance after all.

We’ve been told what the roadmap looks like. You either trust them to deliver as guided or you don’t. What you shouldn’t expect is a CEO to make up a narrative because the timeline doesn’t suit. In 2 years time you might get the type of comms many seem to crave so much but right now there are still risks over tech adoption and overinflating expectations is not something this particular CEO is willing to do and I’m happy with that.

List please where they have not met ambitions aside from having its parent infringed?!

Fact is this company is not recognised beyond this small investment community. It may never become recognised.

Of they deliver cash positive results in FY25 and guide it might further improve then more might take notice. If they do even better or guide higher or become recognised by a wider community by extension of STM and/or the Asian customer and their product offering /marketing/business then who knows what could happen to the share price.

But just now it’s a nothing company to the masses. Only news will change that.

Quite a simple dish? Done properly it’s a fantastic meal and my kids wolf it down every time. But if you fancy coming round for dinner I’ll make you something more intriguing….and serve it with a nice chianti.

I mean you - and others ! You post some good stuff at times but at others you unfairly criticise the company in my opinion often for words offered in investor calls for example with good intention that end up being over analysed and at times twisted. It’s not easy being under the microscope as this board are, but I believe they are trying to communicate as best they can. You see it differently of course and you’re entitled to. I just disagree.

The obsession over a buy back that has 6 months to run, the questions over secrecy on product application when STM themselves aren’t saying anything, the scrutiny over an order who’s size was guided as being likely small initially as if they somehow misled because they didn’t tell us the value are recurring themes. The apparent lack of understanding of the product development cycle and how revenue might build is another recurring topic that surprises me. It’s as if some of what the company guides is ignored whilst other matters are over scrutinised. Each to their own I guess.

(I’m typing this in haste as I make a ragu-apologies for errors !)

In a perfect world we’d all be millionaires by now. But the world isn’t perfect. BT is getting well paid yes but he can’t force others to take up the tech anymore than he should start lying about how well the company is performing as some people seem to suggest.

There’s a difference in expectations here clearly. The company has not promised riches beyond the dreams of avarice tomorrow, only that in time there is an expectation of increasing demand. It’s still a very new technology but if it’s good it will see very wide spread adoption. The first use could be in anything from a robot vacuum or in a phone.

This constant griping is tiresome - but I don’t expect it to stop anytime soon as some seem to get pleasure from it. Sad.

But it is odd that those who complain are reinvesting. I’d prefer you took your concerns to heart and sold and left the more patient investor in peace.

Winner takes all! There’s a distinct difference of opinion and it’s a shame such a situation exists in my opinion.

Yeah because a CEO change will definitely make the electronics industry accelerate the pick up of STM sensors.

Brilliant jokes guys! Keep it up.

Hahahahahahaaha

if the company won’t explain why it’s sticking to its published buyback plan just make some **** up kooba. works for everyone else.

“They” being whom exactly?

There will be an out of court settlement is what it points to I’d say.

Which "company?" Cavendish I presume? I believe they will complete it within the timeframe. Initially it did look like they'd complete it quickly but now it would seem they are reassessing when they execute but I still expect it to complete as guided. Whilst they were buying there were observation it was holding the SP up. Whilst there's some truth to that it's not the whole story and perhaps not as instrumental as some might suggest because there are always other factors.

Did the company guide you that something was going to happen imminently? Have patience.

TG - You keep going on about the 37p fundraiser as if anyone could see into the future and involved PI’s buying 100% of their investments at 37p when in reality it was oversubscribed and resulted in a fairly small cost commensurate with your existing holdings…5% if memory serves. You’re sounding like a politician who listens to focus groups

What’s the fascination ? I genuinely don’t understand.

« Either the instruction was for only £1.3m and is done and yet to be refreshed..not what was informed to shareholders. Or indeed they can”t be bothered on lower volume or better volume days for now ». Perhaps perhaps perhaps.