Member Info for NGR1616

-Nanonano BT said he doesn't believe their products are in any devices on sale today....so in my view that rules AVP out.

-Kooba the slide pack indicated Gen 2 is guided to enter production in 2028

More orders this year from Gen 1 and guiding BE in FY25 and mobile adoption in 2026 must all be from Gen 1

(Display has potential but let's not go down that rabbit hole....)

Fair enough 😉

Why not?

It seems to me we are definitely not in AVP.

Based on the development timescales the expected growth is coming from Gen 1 materials into phones in 2026 and the current orders are to satisfy the development of the sensors for the mobile device rollout in 2026.

Gen 2 is not slated for production until 2028 so it's not that.

Https://www.thisismoney.co.uk/money/markets/article-13243865/Nanoco-Group-turns-profit-gains-commercial-orders.html

At least I’m not one who expected a settlement in excess of $500m and who has an average of 36p! I suspect you might be bearing a grudge 🤷🏽. So much of life is about perspective but yours isn’t my fault.

You two are like a comedy double act. And I don’t mean Morecambe and Wise.

Daz probably wondered why bother conversing with people who think a loss making company with 50 odd employees would be a household name?

We shall see......

When did BT say it was for a well known global consumer electronics company ?

I reviewed recent RNS and the one about the first commercial order states Nanoco “completed shipments of two different first generation materials for use in infra-red sensing applications in electronic devices”…..

The same statement was repeated in the trading statement that followed 7th Dec

8th Feb update used the same phrase but added ST are described as a global semiconductor leader serving customers across the spectrum of electronics applications related to developing a second gen material*.

*critically that statement was about the supply of gen 2 not gen 1 materials so your theory doesn’t hold water.

Can you point to where and when he said that in case I missed it so we can understand your conclusion about AVP ?

24p might look more attractive tomorrow…..

Whatever

Aye I thought you’d reached that conclusion. Tell me how many Lucas light bulbs or Lucas connectors or Lucas distributors you’ve had your hands on or watched your father picking up a Lucas component from a garage or off the shelf in his garage.

Now tell me how many boxes of Nvidia chips you’ve seen anywhere? Unless you are involved in stripping down electronics you’d never see them physically although they do advertise to gamers etc based on performance.

ST might do the same about their sensors but to suggest Nanoco would become a household name is frankly naive. It's literally an invisible enabler and it won’t gain any widespread notoriety except amongst niche communities and hopefully that includes investors.

Troublesome what is the relevance of Lucas Parts? I’m intrigued to understand where the correlation is….

Clearly you have no understanding but kudos for doubling down.

I’d argue they are not house hold names but let’s not split hairs

ARM, potentially the world’s most important chip maker isn’t a household name. Neither is Nvidia or AMD. People only know companies who they interact with typically ie the device maker itself not what’s inside. The component makers are really only recognised by the investor community or as Nanonano said, the supply chain.

Everyone who participates in the return of capital can choose what they want to do with the money they receive. If LOAM or anyone else believes what the company is saying in so far as they will be self sustaining in 2025 then perhaps there’s a case for reinvesting potentially at a lower price to hold more shares at a lower average and with less shares in issue. Any increases in market capital will have a more positive result on the SP.

The company is currently valued on cash. £30m of that is being returned potentially and the market cap will drop accordingly even as the shares are cancelled. koobas workings stand up to scrutiny so 17p is possible. There’s no suggestion anyone would sell at 17p other than the suggestion you put forward. The bigger question is who should buy at 17p?

Who is suggesting that ?