Member Info for NGR1616

If you can afford two Gen 1 Vision Pros....buy them. Use one. Don't unwrap the other. It will be worth an absolute fortune in years to come.

Respectfully, I don't think I am. Some people are discussing only one part of the dividend process; the amount. They are not factoring in the other actions that surround it before, during and after as different entities try and profit to suit their respective investment objectives using what tools they have at their disposal.

PP / TG2D I can accept that principle as you 'wrote it' but that's not what's being implied in TG2D's posts (and others) and it won't happen that way.

1. the SP is not yet cum-dividend, it can't be as the mechanism hasn't been announced

2. If it were all dividend (which I doubt) then because of dividend arbitrage (which is a near zero sum game) it will rise in the preceding days.

This is what the II's and trading platforms will be doing and its too complex for me to risk in case I end up on the wrong side of the deal. Regardless this will (in the run up and post dividend) support the share price as people respectively profit whilst others buy at the lower price (which I do agree the SP will drop ex-div but only to an extent)

Regardless sounds like the company will have some revenue confirmed, better forward visibility in CAGR of SWIR and QD's and more investment by then.

It will drop but it will rise first pre dividend. It won’t remain static regardless of what you think even in the absence of news the dividend would be so compelling almost all of it will be bought into.

Https://x.com/idtechex/status/1716394430109036798?s=46

You simply don’t understand.

It won’t though.

The talks of the share price dropping equal to the value of the dividend assumes everyone sells shares equal to that value and /or the MM’s obliged with the ask price. Neither are likely in my opinion.

What predictions? Could ? Estimate ? If successful ? Those predictions ? FML!

No comments ?

The revenue has been explained before

Kooba are you satisfied with BT's response to your question? No need to answer.....but I was cringing when he read it out.

Tell you what…..let’s agree to disagree.

Ddubya BT has no guarantee that orders will materialise. QD Vision are quoted as taking 10 years to launch a product that was withdrawn after one year. Perhaps BT doesn't share your risk approach. Perhaps he has kids at private school, a yacht, an expensive hobby, is building a house anything that leads him to to use his money elsewhere safe in the knowledge if Nanoco performs as he hopes, he has a significant share holding to profit without risking his families money.

S&A

"The income from the IP Licence agreement will be accounted for in accordance with the requirements of IFRS15 Revenue from Contracts with Customers. It is expected that the revenue from the IP contract will be recognised over the average estimated remaining life of the existing entire IP portfolio after the sale of IP noted above, even though the cash will be received in the two tranches noted earlier (a revenue recognition period of approximately nine years). The patents that would have been presented if the trial had gone ahead had remaining lives of two and a half years and five years respectively.

The cash and receivable due for the IP licence will give rise to a significant deferred income balance of approximately £54.0m in the Group's Financial Statements that will be recognised as revenue in line with the nine year period noted above. Revenue from the IP licence in H2 of FY23 is expected to be approximately £3.0m and then £6.0m each year thereafter until the deferred income has been recognised in full."

Ddubya "First contract is expected by year end and still so excited by the future that Directors have not put hands in their own pockets to buy more shares."

I don't get this obsession voiced by the minority. There are risks in this company that the CEO and other execs are aware of and they are stated in the RNS's. We are at the mercy of the supply chain and our customers customers. We want a stable company run by a team who understand risk....so why do we expect them to be reckless with their own money when they already have vested shares?

The implication is BT has a crystal ball or knows something he's not telling us. The inference is often that they are not buying they have no confidence.....in effect they are not "putting their money where their mouth is". Whilst not directly used in your post, it has been used before and it's a phrase that's ego based gambling terminology and has no place in a well run company when being attributed to the BoD.

“In sensing, devices are now being trialled which incorporate Nanoco's QDs. The market opportunity is clearly very large, when and if adoption gains traction. During the year, we successfully delivered all milestones on time in our major development agreement for the European electronics customer, sending two first generation sensing products for final validation for potential use in commercial applications. We are now focusing on building our supply chain capabilities in preparation for a commercial production order expected by the end of 2023” BULLISH (but tempered by risk message later.)

“· Very large "blue ocean" opportunity in sensors, with Nanoco technology in forefront; embedded with European electronics customer, with first production order expected in CY23” BULLISH (as above)

“Five sensing development projects with Asian chemical customer completed in full, a sixth in progress” BULLISH (Be interested to get some feedback on the relative scale comparison for potential here)

“As previously announced, already published customer plans for a product launch in 2024 support our goal of a commercial production order by the end of calendar year 2023, though, as always, the final decision to adopt the technology lies with the customers of our customer and this cannot be taken for granted. Our task is to ensure that our materials consistently perform as required by our customers so that we are scaled up and ready for a potential production order.” RISK

“After the year end we signed a new rolling one year licence to occupy additional space in our Runcorn facility. That space is being used to create a small-scale facility for device fabrication and a dedicated analytical laboratory. Both will significantly increase the speed of new product development as we will be able to generate our own device performance data on our new materials without having to wait on third party feedback. The new device facility will also support business development by allowing us to demonstrate proven 'in device' performance to potential customers.” INTERESTING

“The historical principal overarching strategic risk faced by the business was that the Group exhausted its available funding before achieving adequate levels of commercial revenues and cash flows to be self-funding. This risk has been largely mitigated by the settlement with Samsung during the financial year ended 31 July 2023. This mitigation has shifted the focus of risk to market adoption of the Group's technology, which is required for the business to be commercially viable in the long term.” SHOULD HAVE GONE TO TRIAL :-)

If you expect different answers, you're insane.

Go ahead….make fools of yourselves

Try and ask new questions this time…..ones that matter but avoid repetition…so questions about the settlement are out.