Member Info for NGR1616

There was undoubtedly a spike in market activity at the announcement of a settlement and the price reaction in my opinion was reminiscent of small cap oilers announcing a well spud or oil shows only for the DST to show dissatisfaction and the price craters back to before or below. So 72p was a very brief anomaly driven purely on speculation as it happens.

I was pessimistic but I’m also not risk averse so I let my money ride in case there was indeed a settlement value in the 000’s of millions but I did urge caution that it might only net £50m…..not that anyone listened ! But my point remains I avoided trading because I’m waiting for bigger things which might be the bigger gamble.

*holding

Kooba re your post about why didn’t people just sell it’s a different answer for each investor potentially. I wish I’d sold at 72p and bought back at 17p but if I knew how to predict price movements like that I’d not be wasting my time on here.

I didn’t sell because I see an ARM type outcome here in terms not of revenue and market cap but in terms of ubiquitous take up of the tech in display (🤣) now in sensors and who knows what other applications….graphene alternatives, quantum computing !?

If this happens I predict selling @ 72p would look regrettable.

Of course until then I’m an easy target for vitriol but I don’t care. The vast majority of my holiday is in my SIPP and a long term investment. Retirement is a while off yet, unless Nanoco pops then it’s perhaps 5 years away.

Thanks Kooba - I don’t live in a high crime area so should be ok. I’m wanting to take advantage of the crashing prices and buy to keep as I’m just coming off a lease and sick of the monthly costs, the releasing expenses etc.

I’m getting a new car next month. It’s a second hand Range Rover but it’s new to me!

They’ve been advertising for the device team for a while

I disagree. Not about the size/standard but the implications of Nanoco going in house. THey will be able to reduce development time significantly by not having to rely on another wafer manufacturer to integrate and test QD's.

Gamechanger for Nanoco from a product development perspective.

"The building and fitout of a wafer device development and test facility at the

Runcorn site will enable Nanoco to apply its nanomaterials to 300mm CMOS

semiconductor wafers, the dominant format for semiconductor chips used in high-volume applications. This should significantly accelerate the company’s development and testing cycle, as currently materials need to be sent to clients for

on-wafer testing – a process that can take months. The investment required for this

facility is not disclosed, but we understand that the equipment is used and has

been acquired at significantly discounted rates."

This could knock years off of the development cycle.

If I’m a shill you’re whatever the antonym is…..an antagonist works.

Kooba we all seem to interpret information differently where there’s scope.

You read this (it appears) as :

“Retained Special Adviser to support internal team evaluating opportunities to pursue further monetisation of the Company's IP

It also allows us to proactively pursue new licensing opportunities with other companies employing certain quantum dot technologies, accompanied by the financial wherewithal not to be bullied by other potentially infringing parties, no matter what size.” as ‘we have a team of people dedicated to proactively identify and go after infringers and we can expect news and actions shortly/in due course and you the shareholder can expect to have a financial benefit in $10’s or $100’s of millions’…or words to that effect.

I read it as ‘they can look at TV’s if they suspect infringement in-house use their retained specialist as needs be and are funded to take appropriate action….so please don’t infringe’

It my opinion (the bit you didn’t copy and paste I note) just because I understand what retained services means. And now I’m connected again. WTF is wrong with you people?

They are paying a company on a retained basis to look at infringement. They might only be paying a couple of k per month for retention and more if their services are called upon of course. It’s a poster/flag/warning only to potential infringers that they are able to act should they suspect there’s an infringement.

It’s about the future to avoid any repeat in my opinion.

Bonzoful agree for now. They certainly don’t have anything they would identify as a short or medium term order possibility beyond the JDA with STM but that’s not to say there’s nothing happening at all. They are being careful with guidance to avoid another market reaction.

Kooba I am 50:50 on chances of success on infringement. It seems Samsung had a monopoly ergo finding an infringement outside of their supply chain would be unlikely and if found perhaps not equitable, but the market is forecast to grow and I think that’s where the opportunity lies, not in the past☀️

Kooba you are correct I am incorrect......that was out of date info!

Daz was a pain in the hoop when he arrived (I hope it's not the surgery there you are waiting on Daz ;-) but I hope you well soon) because he knew relatively nothing in context and was posting stuff we already knew too well. I was very frustrated by that and coincidently he did arrive with a few other overly rampy types but they've gone. I think he is a genuine investor who's understanding much more about the history and the future of Nanoco now.

I think what's pertinent is he's not scarred by previous events here so it's no surprise he comes over as enthusiastic compared to LTH's.

Maxi has lost patience, the dummy is out and he's now exhibiting irrational behaviours. Time to sell.

TG2D brilliant. I'd love that to be the case just for the reactions on here.

Daz we are in complete agreement again. Its an echo chamber because they either lost money or simply can't handle the fact they misinterpreted the outcome from the settlement proceedings.

The organic business is all that matters and it's developing as planned. Sensing is a huge market.

The Asian customer is as important as STM, perhaps more so. They are on their 6th work package if not 7th.

Display still has massive potential. Samsung aside by 2025 the CFQD display market will dwarf what came before and Samsung markhet share will be c.50% of that.

There will be a return of capital in Q1

Black Swans aside the business will be self financing next year.

We've past the inflection point.

Two materials are in final validation.

InAs materials are not far away (late 2025) in development for multiple customers.

Take a chill pill. Or a Viagra which I was told (via my rugby WhatsApp group today) has other benefits for the older generation. Now where did I put my glasses?

Gino sorry I disagree re Dieter. He would not be privy to any info until he joined.