Member Info for NGR1616

TG2D LOAM and RG were not the only sellers on those RNS's. Others understood the meaning and also sold so are they also guilty of the insider trading you seem to suggest??

Or maybe they too just didn't like the risk or perhaps they were armed with more information than you and I (e.g. behind paywall court documents and resources to do proper due diligence) made a decision to exit in part or in whole.

It's easy to blame others. It's not so easy to take responsibility.

BT only said that a potential win in court could be worth multiples of the mcap at the time. And perhaps that could have been the case but there is nothing certain in a Jury trial.

He was bullish and for good reason with the backdrop of a negotiated settlement in the offing.

Fact is you and many others didn't factor a discount in and are taking no responsibility for your actions.

As for "justice was not served on Samsung and was not proportionate to their crooked deeds" - that's your opinion. It's not fact.

.....not for the first time Troublesome you seem to advocate the board (BT in your eyes) take a decision that risked a total loss which going to court could have ended in. I for one am pleased we don't have a maverick like you at the helm.

The reality is (and always was) that the company wanted a negotiated settlement.

What was never considered or discussed or acknowledged by anyone was that would come with a discount. Whilst I think we can all accept the premise of a compromise in any negotiation....it seems when it comes to our own invested money in Nanoco that premise doesn't apply.

As for not having "the balls"....whilst Nanoco were funded for the litigation, Samsung's pockets are far deeper and they had already started an appeal process on PTAB and would do the same on a court case.........all the while as has been pointed out before, we'd need more money to remain a going concern, our IP would remain under question. I doubt it would stop the STM development but it might have been a different commercial negotiation from a position of financial weakness.

We faced years of uncertainty. Now we have $60million in the bank.

HH………….have you found that video yet??

Anyone else?

Henry can you point me to the video and time index you referenced please?

“ the pre-Samsung settlement video presentations of Brian Tenner especially the one where he loud and clearly stated that he would only accept a settlement amount from Samsung that would be a multiple of shareholder value.”

So HH you’re leaving your money invested here but advising others to take theirs out and invest elsewhere……?

There’s logic to this in your head I suppose.

AVP is a sum of its parts plus the money already sunk in years of R&D. If the supply chain charges too much the whole pyramid fails. If Nanoco over eggs the pudding at this early stage it just opens the door to a competitor tech. They are doing the right thing in my opinion to get traction.

The 20p per sensor is in relation to comments from the company for a volume sensor in the 100m range. Mid or lower volumes may well be at a slight premium but there’s no guidance I’m aware of about what that might. If there are multiple sensors and production volumes increase it will effect the revenue and margins.

They will be self financing in FY25 according to previous guidance. Beyond that there’s a suggestion of volume uptake in a handheld.

The company has guided revenue for each sensor- it’s not a made up figure unlike most of your ramblings….and I’m fairly sure there won’t be 13 SWIR sensors in the AVP. 4 at most I’d say and likely only 2!

Im sure the board will be well aware

TG2D are you getting off posting this same video over and over again ? Weirdo.

No RNS stating STM so it must have gone to some other unnamed entity…………………

They come from the company based on a single

Apple shipped 151 million units in Q1-Q3 of iPhones in 2023. A new model doesn’t account for all of that but you can see where 100m sensors comes from in a high volume device.

In high volume it’s around 20p. For AVP perhaps higher

Sorry Nanonano

Thanks Nanoco. I did some numbers and they weren’t too far removed although I’m worried that psychology plays a part as I ended up around £3.23 a share….

If everything goes well across multiple applications then who knows. They’ll never be an ARM as we don’t sell chips for $20-50 but we could do large volumes in future so why not be 1/60 their size!?

The stuff of dreams perhaps.

You have to make some revenue and profit predictions for the future to make any meaningful predictions on the future mcap and/or takeover valuations.

In 2026 we could be churning out enough QD’s for 100million sensors which is accordingly £20m revenue or 20p per sensor. What does that do to the SP with current shares in issue and ignoring the one off capital return event?

There are 450,000 potential customers across STM, Asian Co and Asian Co#2.

That’s ignoring display…..

Anyone fancy coming up with a P/E?