Member Info for NGR1616

TG2D sadly it is entirely possible they will miss guidance for reasons outwith their control. It can and has happened before here and to other companies. At this early adoption stage I’d weight it as the more likely scenario. Once the company has a more mature supply chain and revenue peaks and troughs are smoothed then I think guidance can be trusted much more but the fact is the company is still only just starting out as a commercial producer of materials. If you can’t be pragmatic about that then this isn’t the share for you and all you’re going to do is reinforce your position.

Kooba I was the one who said the settlement could be much smaller than everyone seemed to predict.

I'm the one saying we are not in AVP.

So I'm not unrelentingly bullish. I'm just not unrelentingly negative.

I'm not for one minute suggesting that monkeys are more important than the organ grinder, but I think if we all looked at this from a completely neutral perspective it would be hard to argue that negative sentiment on here wouldn't put off some investors. That is all I'm saying.

My hope is that post tender some or all sell and leave and instead of posts about misguidance, misleading, mistrust, missed guidance, lies etc we can look at the company without prejudice from the litigation clouding perspective.

That will remain my hope because I know it wont happen, at least in the short term. Too many people want this to fail so they can say "told you so" and I'm willing to concede I could have this back to front and that day may come and I'll have to eat humble pie. But currently I'm willing to give the board the opportunity to deliver on guidance.

I know why there are a group of embittered investors. They got it wrong and can’t see it! 🤗

No one will be inclined to invest if there are a group of embittered investors pouring scorn on the board on a daily basis. If your objective is to suppress the share you’re winning

TG2D you were not lied to. Read the disclaimers at the bottom next time.

37p was the market at the time. Fact

TG2D once again conflating a jury win, with an award x damages with delays, appeals, costs, v risk of losing with a negotiated settlement.

We will never agree on this. You mugged yourself off and that's the fact.

Why should I question what the board states?

They said they preferred a negotiated settlement and got one.

They said they would have validated products and they validated the products

They said they would get commercial orders and they received commercial orders

They said they are returning value to the shareholders and they are returning value to shareholders

They say they expect more orders.....let's see.

Troublesome. There were none invested to be disappointed - that's the point. It was never as good as many here thought it was going to be.

There is indications from STM of future sales that has led the company to issue guidance as they see it. They absolutely could and quite possibly will miss it. But they could and quite possibly will achieve it.

My company stopped issuing guidance because the demand for our services dropped. There was the potential that demand could pick up in the financial window but there was no clear indication when or if it were to what extent top they withdrew guidance for a time. Now with confirmed orders and more discussions about future demand there is some stability and guidance was reintroduced last year.

Nanoco could (and some appear to suggest they perhaps should) say they have no idea what lies ahead. But if they are receiving indications they will be getting repeat business and that is likely to grow then it is incumbent on them to publish that information.

For me this is about mobiles in 2026 and other sensor applications will be the cherry on the cake. Reflect on that.

Then SELL!!!!

Because they are professionals…..they for example probably have access behind paywalls. They probably discuss matters with their peer groups. They will have defined parameters for risk to work to. All things PI’s don’t have except for voicing ill informed opinions here of course.

They do have evidence and it was explained to you in the investor call. They advised they expect more orders and a ramp up. But it is just guidance and not legally binding so you are being a bit provocative using terminology such as insider trading and insinuating more practices that merit FCA review.

As I said, if you don’t trust them sell.

Pete, Im afraid people got carried away with their own enthusiasm. If it was such an easy win where were the institutional investors? There were no new ones that joined the $500m party and those already invested sold down.

Why? Because they are professionals and knew the risks and understood the guidance. Many did not.

I was mistaken that's not what you meant.

For clarity I think BE FY25 will come from STM and STM alone for Gen 1 materials.

Furthermore there is no requirement to sign any more "commercial deals" at all to reach break even. I think the intention is to reach it under the existing arrangement. It's PO's we need but I assume that's what you meant. But of course more deals would be welcome (as referenced in the risk of a single customer BT mentioned in the investor call)

I think the answer to your question is during FY25

I really don't want an argument, just a wider perspective.

For example....

-how do you know the cash burn will remain the same - perhaps there are additional costs in setting up the fab? Perhaps it will go up further on the back of new production demands?

-How do you know margins will remain as is for example? - they guide they are aiming to improve production efficiency.

-How do you know what the price point will be for new contracts for example? - perhaps initial orders are loss leading?

My point is we just don't know.

But, if you don't trust them-sell. I trust them just now, and aside from trading just now have no immediate intentions to sell or reduce my holding.

I understand why you have arrived at that figure, but these are not facts, they remain your opinion.

Until the board specifically guides differently, you can't make claims of discrepancies, misdirection, misleading or misguiding until there is more to go o. It's just your opinion but the broader point is your 'opinion' ( and that of other similarly minded individuals) in my opinion is harming ALL of our investment.