Member Info for NGR1616

"TG2D Nobody actually knows what end products our dots will go in...that seems to include our CEO who stated that he was only interested in the number and size of silicon wafers cut...but did elude to 2026 for use of our dots in mobiles...."

Because there are so many applications. You want a banner headline such as "2nd gen Vision Pro to have ST sensors enabled by Nanoco QD tech" and that may come in time but right now the sensor isn't even confirmed. Don't forget it can take two months to make wafers if I recall and months again to do integration etc but once compete they can be used in almost any 'seeing' application (where there are no temperature constraints) This supply arrangement of a platform technology is far better than previously when we had a single use single customer situation which as we saw is a nightmare if that relationship ends. ST have >200k customers.

As for phones the opportunity is huge. But it's unlikely we will know that STM are supplying Apple or whoever until after launch.

Troublesome….that is funny actually 😙

Differences of opinion are good. Mît position is that BT is doing ok but will defend against accusations of improper conduct and when people complain about a sizeable settlement as if winning in court and a $bn should be in the bank. That was the least likely outcome not the most. People got overexcited.

I’m gardening now so won’t be posting much.

I really don’t have time to respond at length. Most of my posts are quickly typed on my phone. It’s simply slang, but for the avoidance of doubt I did not mean it in the dictionary definition and aside from ibuprofen after working in the garden yesterday I’m not on medication 💊. My comments were more aimed at the people denigrating the bod and BT over and over again based on their perspective. I don’t believe the settlement was poor or that LOAM were inside and all the other trash thrown at the company. As for LOAM selling down perhaps they simply saw an opportunity to make money which is their raison d’être after all and not to support Nanoco.

Aside from the Wikipedia definition a ghoul is a person who gets kicks from something others don’t in common vernacular and here it’s constantly running down the company. Its unending and odd if you are invested is all I’m saying. Didn’t realise the use of one word would vex people quite so much but I’m not surprised at the same time.

This whole thread is pathetic. You’re all ghouls.

I was joking…..

Nanoco have told us we are working with STm and the materials are for sensing applications. At the moment STm product list doesn’t make it clear which sensor is using QD film so how are Nanoco supposed to be able to? This criticism is the of the same as Quantum Science are great at PR but when we try it gets torn apart. Last week it was the staff. This morning it was about the largest QD factory versus Nanoco saying previously they were the leading manufacturer - all different but all scrutinised negatively when Nanoco try to promote anything. I guess there’s just no stopping it but if you are invested it’s hardly a sensible strategy undermining the company at every opportunity. TG2D and Troublesome and Kooba must be in cahoots 🤣🤣. It’s the only logical explanation 🖖

I really don’t care about your opinions or hurt feelings. In time you’ll understand.

You don’t know the company would have survived - or to have survived everyone would have had to accept some form of dilution. There were going concern ….concerns.

You don’t know what Samsungs defence was but you’re right they would have played hardball. Their lawyers wouldn’t stop faced with court proceedings they’d probably double down. The appeal process would have been even more torturous probably.

Samsung didn’t come to ‘us’ - the judge would have encouraged arbitration. The details behind the settlement are confidential so making assertions and assumptions are not based on facts.

Easy to criticise from afar but as far as discussion on here goes best we just accept both sides of the argument are predictable and prejudiced.

Have a nice weekend.

Just arrived at the course….cloudy now typical. I’ll be sure to say hello to the guys and not fall down any rabbit holes.

Nanonano i think he said potentially and isn’t $150m multiples of the mc at the time ?

I’m pausing to play golf. Beautiful spring weather today, my favourite time of year.

Yup not arguing with anyone about what he said Morbox but at no point does he define what fair value is. Everyone else arrived at the conclusion based on possible outcomes Edison printed which is fine but at no point did anyone consider Samsungs position, their clout and perceived unwillingness to cede nor what the discount would be for a quick and final settlement. It’s human nature and something that happens in retail investing all the time where the conversation points only to one outcome and everyone becomes convinced of it when in reality there are so many other levers being pulled. The II’s look at it differently and that’s why they sold down. TH gambled and didn’t do his due diligence in my opinion and got caught up in the retail hype and stoked it himself potentially. Sorry but laying the blame solely at BT’s feet and not taking any responsibility yourself or being cognisant these things rarely pan out as hoped is folly.

If BT truly misled so many retail investors then why as the opportunity to vote for change unanimously avoided? Fact is you and a few other more vocal detractors are in the minority and you can't as they say, let it lie.

It has transformed the company. Where he went wrong is not caveating what that meant for the more enthusiastic investors i.e. this time next year you won't be millionaires. But give it time some people might end up that way. The market opportunity really is massive.

Ian - this has been debated ad nauseum - the pros and cons of a court case v settlement. One has risk the other didn't. Had we lost, or been awarded less and/or ended up in a protracted legal battle would we still be a going concern, would we have been wound up into an IP shell, would we have had our IP validated, would we have been able to work with STM with the backdrop of going concern issues? We will never know one side of the outcome but for sure it was never going to be a straight forward win of $750m dollars straight into the bank.

Personally I'll take a CEO not willing to bet the house.

But he hasn't mislead Pete. People got carried away at the prospect of a huge win in court with large numbers being bandied around yet it was stated more than once that the preferred outcome was a negotiated settlement and that was always going to be less than the hundreds of millions some were craving. Before BT there wasn't even a sniff of going after Samnsung.

Since then they have built new partnerships and delivered validated material, the first commercial order albeit on a small scale for development purposes it seems and a return of capital as guided. If they BE in FY25 and the tech ends up in phones and other wide scale adoptions and we get display contracts and the other development agreements bear fruit and the SP rises with less shares in issue will people still be calling for his head? Time will tell.

ian apologies for mocking previously. it gets my goat up when people appear from nowhere ****ging off my investment. but you may well be wrong or right. in my opinion you are wrong. i've seen plenty of aim type lifestyle companies come and go here with the latest technology or material or oil finds and whilst some are well meaning and maybe read for example in oil the geology incorrectly my view is none of those failed enterprises had quite the same credentials as nanoco.

nigel pickett founded this company out of manchester university and built up a portfolio of ip that has attracted the likes of samsung, dow, merck, wah hong, apple and now stm. samsung used the tech, apple played with the idea and stm took that idea and we are now in a waiting position to see what the take up of stm's sensor is like.

display is not dead and the cfqd market is set to grow significantly (according to analysts....) and we are led to believe there will be another chemical partner. be fy25 is being guided, the sp will rise if that happens as the company continues to deliver.

so whilst you may be disgruntled like a small minority of others over the $150m samsung settlement (distinct from a trial outcome) i believe there is plenty to look forward to.

Word,,, salad is all, I can see

Thanks for your excellent insight so elegantly put Ian. Funky! I’ll be selling up tomorrow thanks to the advice. Oooh oooh oooh.