George Frangeskides, Exec-Chair at Alba Mineral Resources, discusses grades at the Clogau Gold Mine. Watch the full video here.
I like the idea that our materials might be used indirectly to support medical procedures ....BUT I am still straddling the fence about whether our materials are being used in AVP. I have I missede any firm info on this?
Edison's research note today seems fairly possive long term, but some investor's will be dead before they get any profit from this company. I am still invested here but it always seems like jam tomorrow or perhaps more accurately jam next year or the year after.
Although we might (or might not) eventually see our products in the iPhone I doubt it would be soon because if we were supplying products for the iphone soon Nanoco orders would skyrocket quickly and break-even would be sooner not later as it now seems to be. So my deduction: none of our products will be in the iPhone for some time! I would of course love to be wrong!
There are several possibilities why the break-even date has been delayed and none of them are good for those of us invested here. Maybe least pessimistic reason could just be that the order(s) they are anticipating this year and next are smaller and therefore less profitable than they originally hoped, but it could be that the second material has been delayed or that they are now less optimistic about any order(s) being received this calander year. Very frustrating company to be invested in. Lots of promises but as yet no delivery.
So,interesting, something was going on behind the scenes! I have no evidence and nor am I suggesting misdeeds but just a few questions I would be interested in being answered: Was there a leak? Who bought those million shares? One person or many? Anyway I know the market sometimes take time to respond but for now at least the market seems very unimpressed! First order when? Why the breakeven date change? Perhaps we will get more info on the 7th but I'm not holding my breath.
I could obviously be wrong but Apple vision pro (and much less certain the possible use of some of out materials in other Apple products) means we are likely to see a small scale order in the next few months. The point is however not just size of the order, as going from zero to one isn't much but it suggests a possible sustainable future for Nanoco. So maybe just maybe someone is thinking along these lines and is getting in now before any (probably gradual) rise in SP. If/once an RNS lands saying we have a non-trivial order for our products and possibly Runcorn is up and producing then Nanoco's prospects will look a lot better than now (with zero orders and just R&D income).
Maybe Nanogeddon, But that was over 1.5% of the company traded in a single UT trade. That is not usual at all. We may not see anything on Monday morning but something important for good or ill is (IMO) going on out of view.
Im shares transaction as the UT at 19p? Have I read this right? Is something going on here? It doesn't seem like a normal UT transaction! Well I guess we will find out if it is anything significant on Monday.
So it's coming, But does it use our product.
I'll try that again:
God, I thought I would drop in here to see what news /views there were relating to the update and I'm met with what seems to be the same discussion people were having more than month ago. I wonder has anyone actually changed their opinion? If not it is probably time to have a break from going over the same track time and time again. I admit the RNS today seems underwhelming. I didn't listen to today's meet. Did anyone? If so was there anything said worth reporting? I hope tomorrow's webcast at least can reveal some possiblity of near term progress. It really looks that the SP current assumes that the company is worth nothing apart from the promised cash from Samsung. Ignoring the past, I think if the board can't deliver better than a big fat zero + jam next year scenario then maybe they should resign and let someone with the required vision and skills to take this company forward to have go. Not sure anyone could offer less!
God, I thought I would drop in here to see what news /views there were rela
From: https://bgr.com/tech/why-the-boring-apple-reality-pro-headset-component-leak-is-so-exciting/
I found this bit interesting:
'The second leak gave us a look at boring components, which might look like they’re supposed to equip a glasses-like device. But we can’t confirm them yet. The photos may very well show parts for other Apple devices. However, if the Reality Pro component is genuine, we’re looking at a very exciting leak. It tells us that the Reality Pro glasses are in production, and Apple will finally release the gadget this year. '
Lots of ifs, including the big if of whether this is the device which will generate orders for Nanoco., whether the leak is genuine etc etc. But if other parts of this device are already in production, at least in limited quantities, does that not suggest Nanoco may be ramping up the production lines even if slowly. I am still hoping (not really expecting) that the update later this month might tell us of some CFQD orders for display. Dream on SL! Dream on!
I'm not sure but as we have an update due in in a few weeks it is probably a closed season now and Board members probably can't deal in the shares.
I realise the sequence of events in real life might not be the same as the sequence in which we were given information about those events. However if my memory is correct we were told about an increase in demand for some QD display samples well before they told us about the recommissioning of the runcorn QD line. I am hoping (can't be sure) this means they were able to meet demand for samples before the decision was taken to recommission Runcorn. If this is correct it might suggest the recommissioning indicates they are expecting more demand than just for samples. Let's hope so
Sorry I should add I am hopeful of some news before six months but not about the past 'infringers' of our patents. I am hoping we will get an RNS saying Runcorn is ready to start producing QDs at or before the end March update. If we are lucky we may get some smallish display orders announced at the same time. Why do I think that? I think the odds are they wouldn't have started recomissioning Runcorn unless they had reasonable intelligence that at least one customer is considering placing orders in the short/medium term. We must remember although they now have cash, starting up Runcorn and other 'plans' will increase the months spend rate and possibly significantly so. Finally, I am expecting any news on the new materials orders may be a little while coming if they relate to the upcoming Apple VR pro headset, given there are now increasing reports of no announcement of this product before June. Again , all guesswork, no definitive evidence yet.
Nanodeddon, I did a similar calculation myself earlier but I used longer timescales. For example I gave them a amonth to decide where to send the letters to and to get them drafted legally then another month to get any initial reply, then order of magnitude 3 -4 months for negotiations and any contract, payment, legal terms to be agreed. So I came up with a hope to maybe see something announced in about six months from the S settlement. but it is all guesswork and may not not even produce results.
I remember when I was young I would sometimes amuse myself with those join-up-the-dots pictures. Invariably I needed an erazer because you could bet your bottom dollar I would at some stage join up the wrong dots. There may be lots of dots/clues/hints/indications around what might lie in Nanoco's future, but with my previous less than illustrious join-up-the-dots experience, I think I would prefer the completed picture to be issued via an official artist (or RNS).
Just saw this:
'Apple Pushes Back Mixed-Reality Headset Debut Two Months to June'
on https://www.bloomberg.com/news/articles/2023-02-15/apple-pushes-back-mixed-reality-headset-debut-two-months-to-june?srnd=technology-vp&leadSource=uverify%20wall
Have no idea if this is accurate or if this will affect Nanoco STmicro orders or not.
Ecclescake: I am hoping we can draw a line under S's alleged perfidy, and that the deal even if it is not a fair recompense for what they allegedly did , it is at least good for future business. I note your expectation ' other settlement will follow'. Have you, or others, any idea who Nanoco may have in their sights? We seem to have worked with quite a few others in the past but nothing came from these collaborations: Merck, Plessey Wah Hong to name just three. Nanoco at one stage seemed to say that they thought all production of CFQDs anywhere likely used Nanoco's IP. Do people expect any/ many companies to come to an agreement with N? And if so do people expect the settlements/royalties be worth anything worth writing home about?
SteakAndAle, I fully accept and admit I have no experience with such deals, and please note I am not saying you are definitely wrong. But the RNS purports to set out the deal that has been done and so I have just assumed that it reported the deal honestly and fully. Perhaps I am being naive in this because of my lack of experience with such deals. As I said before I hope you are right and I am wrong. But I will believe it only when I see it. Having taken a too positive stance on what the deal would be right up to the recent RNS, I am sticking with a more skeptical stance on this matter. ATB
SteakAndAle, whilst I hope you are right about the ongoing supply agreement with S ,and I have no evidence that you are wrong, but neither can I see any evidence you are right. Blind faith with no evidence is more in the the realm of religion than an investment strategy isn't it? Is your only reason for your belief that you can't believe the deal could as bad as it seems? My heart wants to believe but my head tells me not to be sucked into wishful thinking. Maybe the deal, although terrible, is athe best BT thought he could get! Time will tell, but maybe if it waddles and quacks like a bad deal then maybe that is exactly what it is!