Member Info for Nige_W

From AGM RNS:
"Applied Graphene Materials (LSE: AGM), the producer of specialty graphene materials, is pleased to announce that the Company's shares will cross-trade publicly on the US OTCQB Venture Market ("OTCQB"), under the ticker APGMF, commencing 12 August 2020."
Sp 18/08/20 20, Now 50. So increase entirely due to US listing (no other news). And they say the Market is always right.
Could be a good idea for nano to get a listing there?

Hi SL
I think its just a smokescreen.
Patents might be complicated but due diligence means Mintz et al think they are OK, and why has Samsung just discovered this now?
No doubt legal eagles have pretty much a standard form for patents and then just check Tec details are OK. Nano have plenty of practice doing this and cannot believe they are not watertight.
BoL

Hi XF
Good way of doing research, so don't blame you. HB's Sp's pretty much follow each other with a few exceptions due to embuggerances. So if a slump is on the way the richest perform better than the poorest (ie Psn). Another reason for them outperforming the rest is they were seriously marked down for quality issues, and CEO Bonus. Bonus History now
but have they fixed the Quality?
Hellyeah said 200 Nov which is possible given vaccine But:
If no vaccine and surge in cases Cur price - 50 = 72.5.
If No deal Brexit Cur Price - 30 = 92,5.
If serious recession on the way Cur price - 40 = 82.5.
Cannot believe if all above Sp will drop below 50, but not a precise Science.
That is why I'm mainly out of Builders now.
BoL

Thank God for that, only 1 from BTB, LSE losing the plot again.
It will be interesting to see what the Counterclaim is (what can it be?), and will probably be dismissed out of hand by the Judge. Should cause some amusement at Mintz. Counterclaims worked well against Apple cos of similar Tech, but not here, and who has all the patents?
Just my opinion, but big Companies have been bullying small ones for years, and this is what the purpose of the Court is - to stop this from happening. I think this could be a test case or, to put it another way, the Court could give damages closer to £14Bn than the minimum of £1Bn I expect.
Nano must send an RNS update soon, could be later today or at least this week, but as far as the case goes it will have to be approved by Mintz. Hopefully some good news, even if it doesn't say much about Samsung.
BoL

PPE
Like the bit of research you did on Samsung History but you seem to ignore all the messages on this Board and make arbitrary statements without any justification.
Mintz are running the show now with the best litigation lawyers in the World on their own turf. Any settlement Must include a contract with nano to provide CFQD's (or from one of their licensed Suppliers). This Contract alone would make nano a profitable Company with no more need of handouts from Loam or anywhere else, so it would be a World leader in Nano Tech making a profit, which should increase the Sp by about 50p or more.
Then Damages. A S Korean Uni was awarded $700m by a S Korean Court for Samsung IP infringement. This made me think £500m minimum for any settlement. Mrkt Cap of Nano £51m so + £500 damages = £551m / 306m shares issued = 180 pps + 50 for contract = 230.
If £500m was all Mintz got I imagine they would be ashamed of themselves, so hoping for £1Bn (but would be happy with £500m). Also Mintz would be very happy to let this go to Court and slug it out.
Still think Samsung cannot afford to let it go to Court (Research and committed to CFQD's) so hoping for settlement soon.
OMG Just seen 20 new messages which I will have to read,

Sorry
Don't know how anyone can have lost money on ggp since you recommended them...
Hope same applies to nano

Hi Bamps
Don't hold any tw now, just a few bdex and bwy from 2013 that are still in profit.
No surprises that small companies perform better than big ones in bad times, the Market sells on the trend so smaller companies such as bwy and rdw will probably be less affected than the big 3. In fact not the case cos they have less cash.
Anyway did you have a look at nano and agm?
Latest news from nano is a settlement looking a bit more probable. Mrkt Cap £50m any settlement £500m plus (10 bagger)
or Court Case damages £14Bn Max (what they are claiming), and not much downside.
Interestingly agm started trading in US - from agm RNS
"Applied Graphene Materials (LSE: AGM), the producer of specialty graphene materials, is pleased to announce that the Company's shares will cross-trade publicly on the US OTCQB Venture Market ("OTCQB"), under the ticker APGMF, commencing 12 August 2020."
Sp 18/08/20 20, Sp 28/08/20 50. Just cos of the goddam Yanks, and the Market is always right ???
Nano should get listed over there - would probably be 50 now, not 16.8. Interesting to watch Sp movement on Tuesday.
Don't know how anyone can have lost money on Nano since you recommended them, so we are all indebted to you. Too good to be true, or a gift horse? Fundamentals great and prospects even better. A basically cautious but very cluey person (TMT who no doubt you have come across) has ripped up his rule book in investing in ggp.
Live long and prosper and VBoL.

Hi SL
That was the basis of ME claim so am sure it is part of US law as well, and forms the maximum damages nano can get. No doubt adjustments for marketing costs and tv's produced since his statement.
Very strange to me that Samsung only chose one company to apply for this extension, not too worried cos Mintz will keep things straight. The fact that it was unopposed could infer that a settlement is still possible, cos I'm sure that it would be opposed if they were not talking.
Personally, if I was ME I would just let it go to Court cos it would hurt Samsung so much, cos they caused nano so much grief, but that is a primitive idea and need to respect ME for not doing that.
I still think regardless of wafers, cornets, cones and rods the manufacturing of the CFQD's (seeding process) and composition of them will be pretty much Nanoco system, and this applies to all foreseeable future developments Q Oled etc, so I still think things looking good for nano.
Hope this is sorted soon and BoL

Hi SL
I am ne expert on this and glad you seem to understand my posts on how I think it works.
Some points to bear in mind.
Every transaction must be notified to LSE on the day it was made. If %age of buyers holdings increases beyond a certain amount (or sellers decrease becomes lower than a certain amount) the company must send an RNS about whose holding has changed above/below that limit (5% or something). If Sets transaction (Type A) then recorded automatically, if private transaction (Type O), it might be recorded as an after hours trade.
I think transactions are processed sequentially, so if botbot sold 153k, the first relating to that is a buy of 100k shares (cos buyer got his buy price of 16.5), next transaction buy of 52,999 (at next highest buy price 16.3 - no buyers left at 16.5), next trans 1 share bought at 16.1. Critically 3 Buys of 153 k shares in order. This did not happen.
Only when you set a limit to the price do strange things start happening. Some time ago I put a buy in for a share with a limit price (cos an ISA) say 1,000 shares. I got about 300 then Sp went up so rest of deal didn't go thru (went thru as a buy cos I got my buy price). Think I put an order in for 700 the next day.
If on Sets (like nano cos not an Aim) I see no reason for anything else like SEAQ and SETSqx.
BoL

Ps
Just read it again and I think it makes sense if you substitute highest buy price for lowest.
Apologies again, think this shows how a big sell can push the price down when apparently everyone is buying, and vice-versa. Main point you can't sell any shares if nobody wants to buy them, nor buy any if no sellers.
Still don't know how this works with Aim's cos they don't use Sets.
Samsung seem to test the limits of what they can get away with, and I think they could be in for a nasty surprise (very soon). Everyone seems to think the Judge wants to settle out of Court, but given previous I think he's licking his lips, cos basically that is the reason for his Court.
Glass empty now so time for Bed.

Sorry, of 100,000 offer - leaving 99,999 at offer of 16.1.

Hi SL
If you sell 153,000 shares (no limit), it goes thru as a buy at lowest buy price (say 100,000 at 16.5) then next lowest buy price (say 52.999 at 16.3) then next lowest buy price (your 1 remaining share at 16.1 of 100,000 for sale - leaving 99,999 for sale at 16.1).
So sale of 153,000 goes thru as 1 buy of 100,000 at 16.5, 1 buy of 52,999 at 16.3 and 1 buy of 1 at 16.1.
Don't know anything about SEAQ or SETSqx, Market Makers have nothing to do with Sets system but don't know about Aims.
BoL

Hi Ben
Can't see a Deal with EU over Brexit, possible resurgence of Covid-19 and by early next year we should know the extent of the recession, so not looking to reinvest in HB's until next summer (earliest).
I got into ggp originally 06/08/19 at 1.801, while Bamps had been tipping them long before that. After many top ups av now 6.3 = 134.5% profit (now 14.8). Think itm more long term and don't know what's happened to cerp (not trading - middle of takeover?) Very impressed by jlp.
First stages of Court case for Nano v Samsung 23rd Sep so they could settle before that out of Court. Potential massive return (over 10*).
One Coy I mentioned is agm (Applied Graphene Materials). Just had another look at them, 3 RNS's about trade agreements (which do not justify the massive increase in Price), but now traded on US exchange since 12/08/20, which could (Sp take off 18/08/20). All trade deals before 12/08/20. Accounts look good as well - current assets much greater than current liabilities, so not going bust any time soon. Or maybe they have invented a way of mass producing large Graphene sheets.
I really appreciate your input to this board so I hope you (like Tom) keep sending messages here.
Have a great weekend and BoL

Hi Ben and Raleigh
Not too late for ggp, prospects better than ever.
Completely agree prospects long term for tw are excellent (and all Nationals), just worried about short term.
Even if Dirs are confident about prospects, the Market sets the price and given the coming recession... I think they will mark the price down big time.
Who is right or wrong doesn't matter (obviously the Dirs know better than the Market), but again I say the Market sets the price.
BoL

Hi SH3
I like your optimism but according to my Charts, Covid-19 has dropped HB's from about 170 to 80 (now about 100) given 04/01/19 = 100. This is by far the biggest drop I have seen.
Given Recession, and Brexit with no Deal (let alone a Covid-19 resurgence), I think we could be heading for another slump.
BoL

Hi SL
I agree nano RNS next week which hopefully will boost the price but the Court case (or not) will determine the future for nano.
There could still be a settlement on Monday but I doubt it. Looks to me like the deadline is now 23rd Sep, at least this is progress. I have not changed my views (if settlement damages £500m or more + contract, if none £1Bn or more).
PPE also not changed his views and still claims smaller settlement in 2 years, ignoring E Texas fast tracking.
Samsung still must settle to enable their research and avoid ban on Sales.
Sorry, but my glass still half full.
BoL

Hi Bamps
Started off with Charles Schwab (excellent) and Barclays took over their Ops in EU after Twin Towers (their HQ). Barclays was rubbish, but i had a normal account with HSBC, then moved all Trading from Barclays to HSBC (incl Peps and Isas) with no real problems. HSBC excellent as well. Only issue I have is you can't do a Bed and ISA.
Should really change the topic "Outrageous". Given the disasters looming HB's will probably need all the cash and margins they have.
Incidentally, think tw Started the weekly Cost and Bonus system in 1953, same year I was born and when my house was built. I worked with a Site agent who said he was on the site when it was built, so 67 years ago.
BoL

Hi Ben
Nanoco make Cadmium free Quantum Dots. Samsung and Hisense sell CFQD Tv's, nano suing Samsung for using Nanoco dots in them while no-one knows where Hisense get their Dots from yet. Other companies making QDot Tv's with cadmium. CFQD's are the future, so all depends on how the Court case goes.
BoL

Hi TMT
It is now about 70 years since the Builders Bonus system was introduced, increasing productivity massively. Of course not all home workers can be so simply put on Bonus schemes but no doubt many can.
In any event there will be a change in culture and the savings to big companies will no doubt lead to less office space. The interesting thing is that this gives Govt and Planners a great opportunity to get rid of gridlock and making our transport system work again. Not holding my breath though.
BoL

Hi TMT
I agree with everything you say and HB's will be affected less than most other sectors, but if we go into a recession the Market will mark builders down as they always do and they fix the Prices.
As I said I regard bdev as best value also tw (cos 47% behind psn). Tw also have a big land bank. I suggest you watch out for a recession and be prepared to bail out on 1st signs of one.
I will look at YCA and have a look at agm (Graphene). Sp really moving now cos distribution system leading to big increase in Sales. Expect a drop soon as people take profits then maybe a good time to get in.
Also I'm hoping for great things from nano in next few days (settlement with Samsung before deadline 1st Sep - otherwise a Court Case). There should be a RNS from nano either Fri or Mon stating the situation with Samsung and any other new developments.
BoL