Member Info for NGR1616

According to BT in Oct '23 the QD TV share of the market is only 6% and almost 90% of that is Samsung. By 2026 that is expected to increase to by my reading of the graph approx. 15% and closer to 60% of that Samsung. By 2030 QD TV's will be 34|% of total sales and Samsung

I guess BT knows but has decided such information is confidential at this time for reasons best known to him but I'm guessing it's because he doesn't want to say something that over excites the market until it's delivered. We've seen this situation before and nothing is certain.

They have >200,000 customers......

Naming STM helps

"further production orders received for the first generation material will be in parallel with this JDA"

Nice

I’m just a mirror

Institutions no longer lining up

No bid incoming

No one knows anything

Mostly sells

LOAM dumping

FintWit/FinX crowd gone away

Resistance is futile

Nanoco (should they chose the dividend as a mechanism) would declare a dividend of xx.xp per share via RNS on a certain date (the declaration date) which will be payable a few weeks or months later (the ex-dividend date) for shareholders of record on a nominated date which will fall in between the declaration date and the ex-dividend date (the date of record)

Some may purchase after the declaration date and before the date of record but they would be doing so in knowledge the SP will drop by the dividend amount however it is likely to be brief and wouldn’t stay at that level in my opinion for long.

The best way to profit is to buy before the announcement so you don’t get priced out before the date of record. I think that has a part in the last few days trading.

If BUR are confident of a payment then really there’s no incentive to rush…..interest is building.

{Perhaps take an each way bet?

https://wp-nanoco-2020.s3.eu-west-2.amazonaws.com/media/2023/10/Final-Results-FY23-FINAL.pdf

Pages 12 and 13 of the results presentation linked above indicate we will have orders for InAs QD's in 2025 for a product launch in 2026. InAs is thought to be more thermally stable-this material would address both heavy metal concerns and temperature issues in vehicles.

See news link here

Inappropriate

I sincerely hope you are ok IT. I know others have had their disagreements with you but I'm sure they'll share my concern.

Large Asian Chemical company.....

https://www.futuremarketinsights.com/reports/nanomaterials-market

Oops it was dated 16th Dec 2023 on the link....but the article is 2014! My bad.

Https://www.reuters.com/article/idUSFWN0U001F/

Sorry what does that mean IT? Do you have a health problem?

Reported as a buy. Doesn’t mean it was.

Seems STM launched this in May 2023 (likely been posted before) and that timeline may coincide with some of the BT rhetoric on commercial order visibility. file:///C:/Users/ngreig/Downloads/vd55g1.pdf

From the data sheet it lists as possible APPLICATIONS: [plus my comment]

Engineered for high performance computer vision applications, including

AR/VR, personal and industrial robotics [food manufacturing packaging lines] drones [use in poor weather e.g. SAR in fog or smoke perhaps] barcodes, biometrics [wearables]and gestures [intelligent homes?] embedded vision [autonomous cars, intelligent vacuums, in devices or machines] or scene recognition [where ToF is important to understand the contextual surroundings for all of the above]

Typical use cases where high performance near-IR sensing is key.

Also demanding computer vision on scene with movement requiring no shutter artifacts.