Member Info for NGR1616

What does "later today" mean?

Amerloque I’m not sure a large or small LOAM sell would influence the share price one way or another

Yes it was removed. Clearly someone is not a *** man

Pete I don't even agree with XeNon so wtf you going on about?

Trading volumes are in line with normal trends. There is no ‘support’.

What do you mean they are “being down 69%”?

We’ve discussed ex dividend pricing before and it doesn’t take effect until the dividend is transacted. I don’t see any difference here. No shares or monies have been bought cancelled or paid off

LOAM either want to exit, or they see an opportunity to trade.

Assuming the latter, they tender as much as they can at 24p and whilst everyone is locked in without funds returned until the 25th of April they start buying at anything below 24p which would represent a profit assuming they are liquid enough to do so and that they dont want to exit.

the buy backs will not be more than the average days trading so will take at least 21 days to complete I believe

TG2D I don't understand why you keep going on about commercial deals....the deal is in place.

It's a frame agreement / contract that agrees terms for the supply of material in receipt of a PO. STM have indicated they see a runway of increased demand and Nanoco expect to see more PO's to the point that they reach BE at some point in FY25.

The only announcement I expect is the confirmation of a third chemical company and possibly something left field on display.

Xenon so why didn’t the price change on 8th April?

There’s are genuine questions by the way and not a dig

Kooba you are the one who has supported the theory the SP is mostly based on the cash position which is a function of shares in issue.

Today the register is unchanged. The suggestion is the share price should reflect the position post entitlement today. So what happens if to the SP in that case tomorrow when the shares are bought for £30m and 125m are cancelled. You suggest nothing will happen.

You also suggested the SP would drop to around 17p so why is it still broadly speaking exactly the same?

The company won’t buy any more shares than 21m. It’s a question of how much do they pay for the 21m. I hope they delay buying until the price drops so they pay less. It’s folly to support the price now at a higher price when you can buy more at a lower price and in theory bouy the price in the same way

But the cash is still in the company and there’s still 325m shares in issue today…..

Tomorrow that won’t be the case

That’s my interpretation anyway. I could have it horribly wrong.

The action happens tomorrow in my opinion when the shares are bought and cancelled. I don't expect any significant buy backs to happen today at 20.6p when tomorrow they can be bought at possibly 17p or lower.

Is 'how to deal with a tender offer' behind a paywall too?

TG2D was insinuating they needed to announce new commercial deals- I disagree.

He was stating himself he doesn’t know the margins. He only knows parts of the equation. To question how the company arrived at guiding BE at some point in FY25 is fine. Stating figures as de facto is what I take exception to. As ever it snowballs.

Kooba I am defending guidance for what it is. Others were adding information that hadn't been given by the company.

Loved Mr Benn

pete i know that there are some people who have multiple ids, they come and go and occupy both boards but honestly i can’t be ****d half the time with this one and if i did i’m pretty sure my life is so complicated just now i’d make a mess of it. i have a login for advfn but can’t abide the platform and only look in once in a while. it’s easy to post here on lse and the ghostery app means no advertising pop ups.

so believe if you want that i have multiple aliases. i’d prefer you simply believe me when i tell you whoever the new poster xenon here is or nigwit/mega giga half or whatever wit is on advfn is nothing to do with me.

debate and some friendly jousting is fine by me, but crediting others for my work ****es me off!

i hope you take this in the spirit intended.