Member Info for NGR1616

Perhaps Milkwood have a reverse takeover target?

I don’t think it’s easily stolen.

Next month with the results presentation. Maybe they will have something positive to say - completing the buyback makes little sense to me unless they have confidence coming from somewhere.

Merck is a customer. From a certain point of view.

He’s likely been down as a speaker for at least 6 months…just glad he hasn’t pulled out. Be useful if we can access content post event and especially any Q&A responses .

Fit’s the scoop Kooba? (Also a great ice cream shop in my neck of the woods)

Milkwood has approx £150m of Assets under Management (AUM) according to AI

[Stating the obvious] the 'Asian Customer' relationship is more important than ever. And we need to understand this far more than we do already (in so far as NDA’s allow). What’s the end objective, what’s the application(s) what’s the commercial upside, what are the timelines, what’s the risks (competition, price, performance)

Nanoco is, as far as we know, on its knees in the absence of visibility of commercial revenue. There are no meaningful II's to pander to anymore (if that was indeed the case and I'm not denying the possibility)

This is the opportunity for the company to be completely transparent. I want to be able to make decisions based on full disclosure rather than fall victim later to more of the same.

I don’t believe the company is ‘corrupt’ but clearly mistakes have been made and in ST’s case, it's from a risk perspective. ST themselves likely put too much stock in their sensor array adoption and have been left at the alter by whoever it was they were courting. But Nanoco should have been more aware of the risks and whilst a ‘one liner’ in the company accounts might cover their back, the more open investor communications lacked clarity on risk. I consider that a function of the companies own naivety rather than a deliberate attempt to mislead. I can only say that because of the LinkedIn posts from ST employees seemingly being as surprised as we were at the project cancellation.

I don’t see any benefit delaying a trading update especially when there has been a forced fundamental shift in strategy, but whenever it comes if they repeat the mistakes and are not transparent about the upside and downside of the Asian Customer relationship and other pipelines they will lose what little confidence I have left.

They have nothing left to lose. It’s time to see what’s under the skirt.

"A Fundamental

valuation-driven

asset manager....

We take a long term view....

Milkwood seeks to compound capital over the long term by investing in a highly concentrated portfolio of deeply undervalued long ideas. We invest predominantly but not exclusively in the UK."

Who knows....maybe they are in for the long haul. I can't see any short term opportunity although we were due some sort of new partner announcement around now. Long probably means building a position to sell....But at 9p he's only invested ~£734,310 which even for a small fund isn't a huge amount.

My guess is they no longer want to do away with the Dynamic Island. They still need the optical camera to have an un obscured view ie not under the screen so the screen currently can’t remove the notch entirely.

Whilst the sensor has supposed low power and wake up it’s likely that other sensors can carry out the same function such as the accelerometers for wake up. We don’t actually know if the ST sensor uses less power than the alternative or existing solutions.

I’m not specifically aware sunlight is a big issue for facial recognition. Yes in automotive applications it’s pretty critical but the range of these devices is in the meters range rather than 10’s or 100’s of meters.

I’m struggling to see a use or value proposition that’s compelling for Apple at this time especially if there’s a cost associated with it.

I think the most likely explanation is Apple don’t want the sensor. What benefits does it bring? Extra security for an already better than fingerprint recognition?

Would a phone really benefit having SWIR? I can see many uses but I don’t see any one being compelling on its own and I think that’s a problem.

Apple

https://x.com/larryandpaul/status/1833085220121178325?s=46

It did occur to me that the notch that was once a design nightmare for the Apple architects is now a valuable piece of real estate as the Dynamic Island. I doubt they want to lose it and hiding a camera under the screen might adversely effect the optical performance so leaving it as is for now is understandable.

Why would I be getting my P45?

Why do you post here your own posts from ADVFN Paul? Especially when you've already said the same thing here over and over again?

Cad Free? I suspect the number is far lower but wtfdik.

You expected $100m in license fees per annum Feeks? What’s that per Samasung OLED TV sold?

On the basis LOAM are out then really there is no one for the board to be close to other than PI's. So the next trading update will be interesting and hopefully less opaque.

Nanoco will use the Fab to coat its quantum dot materials and other conductive layers on silicon wafers and coupons. This will accelerate prototyping and testing of new materials in-house, enabling faster innovation and market readiness for prospective clients. Nanoco previously had to send materials to various parts of the world for deposition and testing, and the Fab will allow the Company to complete these processes in-house in the UK, significantly reducing the time to provide performance feedback. So not ST exclusive.

If the cash burn remains at pre cancellation levels aside from redundancy payments then the CEO and CFO are being negligent unless there’s visibility of other revenue only they are aware of.