Member Info for thomasbrowne

Disappointing to put it mildly, why didn't nanoco raise some money while we had a higher valuation, as they say timing is everything, and South Korea has the C,Virus to deal with.along with the rest of us, We had real interest ok, as I said when the markets get scared the piggy banks get closed, timing timing timing, you just never know we might still get a knockdown offer now, but the markets have to stabilize first.
Sincerely guys keep the chin up, there's nothing else but to battle on in stormy waters.

GLA

Thanks for that Paul.PlanetEarth. They could easily snap us up now when the shares are still flying high.
I see Samsung pay a quarterly dividend , the next one should get paid to shareholders on there registrar on or about the 31 March .? I wonder could we still make that on time LOL. The yield is poor, less than 2%. Like to many here will hold on to anyone else's shares, !!! Samsung long term looks a good bet, bar a market crash, which we can always expect sooner than later. The thing is there is so many other rich companies that just might want/ need nanoco as much as Samsung, and they might be willing to fight for it, or make Samsung pay way over the odds for nanoco. If they can't have nanoco then someone else will bloody pay top dollar to win this prize. And remember we had numerous suitors , and several had put good initial proposals / offers to nanoco, enough to win our BOD over to recommend a due diligence process to take place. These suitors that got that far obviously have the money and finances to mount a substantial takeout price for nanoco. And I'm sure they can call on the firing power of multimillion pound conglomerate behind them . That's what I've been saying all along , these big companies can bid massively for nanoco, as our IP and patents value IS IN the eye of the beholder. That value is being the leader and holder of the biggest estate of Quantum dot patents in the world. That must alone carry a huge premium. If Samsung wins nanoco they can claim that crown. £1 takeout price seems a lot, but it could still prove incredibly cheap in the long run, why not a lot more , without us Samsung couldn't have made all them Q,Dot TV,s that means nanoco is incredibly valuable to Samsung. The day of reckoning is coming soon, I personally can't see nanoco not selling out to one of these big suitors, we really need a big industry player to fully capitalize on all our patents. Nanoco's days are number by a substantial takeout price from one of these big industry players. And very very soon.

GLA

There we are , strange little discrepancy.

https://www.hl.co.uk/shares/shares-search-results/n/nanoco-group-plc-ord-10p

I guess if Samsung do the decent thing , then we will be Samsung shareholders very soon. They need serious share split, and bring the price down a bit or a lot, though I will take any half decent companies shares, + some cash .

https://www.lse.co.uk/SharePrice.asp?shareprice=SMSN&share=Samsung-Elgdr

GLA

Thanks troublesome LoL ,
I don’t drink , but I might do watching our c.virus play it’s hand LOL,

If nanoco delivers as I expect it too, then the money will put the wind in my sails to face anything.
Surly it must be this week or next before nanoco tells us to accept a £1,50p share offer from Samsung,
It’s going to be a great offer one way or the other.

GLA

Samsung effectively delayed apple’s lawsuit for 7 years, I wouldn’t get to hung up on Samsung’s. response to our lawsuit.

Looking at nanoco’s open door policy to sort this out with Samsung , this is very telling to what nanoco’s aims are, namely our F.S.P should really have Samsung paying up pretty quickly, how much is another matter, can Samsung really take the chance of another suitor snapping us up, nanoco is in the driving seat here, the ball is in Samsung’s court, I simply can’t see Samsung walking away from this open threat to Samsung’s TV manufacturing.

I feel Samsung is or was one of our strongest suitors,
If we knew who the others were, then we could gauge the strength of the bidding, for another suitor to snap nanoco up could be a serious knock for Samsung, We can’t be to far off decision day, either Samsung pays over a £1 or another suitor gets us , and we still get a big share in the lawsuit,

There’s not to many situations around were you could loose half your money ! or very possibly double or even 5+ X times your money , it’s a straight gamble, with a great safety net of. Suitors waiting to snap us up at the right price, I’m confident
that fire sale is at least 42p here,
for me it’s a no brainier, the risk is low, the potential is huge here. RG will make a absolute fortune here.
If we get a £1+ I will be laughing all the way to the bank . I already have a great profit,
Come on nanoco let’s get this sorted ASP.

GLA

troublsome i get all the other deaths and statistics ok, the other day my own sister said to me shes not concerned one bit about the coronavirus , i said to her , well i listened to a chinese doctor talking about it yesterday , he said he lost 5 patients yesterday and he emphasized that the rest of the world must take this coronavirus seriously , his face said it all, i'm not saying to panic at all, that's very important, just to take the virus seriously as the good doctor said.
it could save your life.

GLA

Troublesome nanoco feels like I'm in a running race and I'm just at the finish line ribbon, and someone pressed the PAUSE BUTTON, without the C, Virus scenario I would happily wait another few months for its conclusion, it's just that I don't want to hold any shares at all until the world wide total cost of the C Virus is understood, nobody has to tell me, it's obviously going to have a massive financial impact on most societies around the world, the cost for the uk alone will be huge, just think about what you as a individual will do, and how you will change your life, shopping centres, theatre's, trains, buses, airplanes,
Pubs, clubs, sporting events, absolutely anywhere you can pick up this virus , you will avoid as much as possible, I myself have been told by several members of my own family that they are cancelling expensive holidays very shortly with the complete loss of money, that avoidance of places were loads of people gather will have a devastating financial effect on our society. It's early days yet, it's only getting started, when the number of cases go up, the number of people in all these places will go down, and remember China shut these cities and people in there homes.
I genuinely hope I'm way way off here, but that's the way I think it would play out in the uk.

That's why I'm eager to cash in my chips in nanoco. I want this risk sorted ASP. the rest I can perfectly deal with ok.

GLA

I bet you them 4 X 50.000 buys were RG. Filling his boots up in anticipation of our formal takeout bid.

GLA

MRrBWM it's only a reasonable Due diligence statistical expectation to get a update around our FSP, though I totally accept our FSP is complex, / lawsuit etc,
I don't accept we should wait to see if equities go up again, I feel we should accept the best offer on the table right now , as I feel quite vulnerable right now to the direction and outlook for world economies, the cost of this virus could be more crippling than the last financial meltdown. Yes we will bounce back , historically we always do, though exactly how long it will take, and what is the final cost from around the world, no one could possibly know yet, and that's why I don't want to hang around to long here, bank the money and sit tight to pick up some very cheap bargain shares. And then eventually watch them rise coming out of this C,Virus period,
another thing Richard Griffiths is a canny investor, it would be good to follow up on his buys in the future.

That CIRCASSCIA pharmaceuticals looks a interesting punt. RG owns 28.6 % of that company. If that company hits it's expected targets, then the shares could really fly. also it would be a nice target for a pharmaceutical conglomerate to snap up.

GLA

RG would have had conversations with some of our board of directors inside the last 12 months, I’m very confident he knows how strong our suitors interest Is in buying nanoco. And topping up accordingly. I’m wondering just how much the C, Virus is delaying negotiations, if at all. Or does the market drop effect our takeout price. ?

GLA

Screenlearner if you read my post again, it says “ could “ we be getting some good news very shortly. I’m asking that question???
Though the reasoning for my enthusiasm is that the average Due diligence time is 30/60 days, we’re past that now, so it’s not unreasonable to think some news might be due very soon, nanoco was obviously happy with several bid proposals to allow due diligence to proceed, so here we are waiting for a update ASP, but more so that we can all bag a good profit, and then hide in our attics until the Coronavirus leaves our shores. LOL
if China had not locked down Those cities , keeping most people inside, then god only knows how many deaths would have occurred, the uk won’t/ has no plans to do that, so what does that mean for fatality numbers. Another thing I was wondering about, if China locked down those cities, then how many older people didn’t get the ordinary FLU and died , because they’d were effectively quarantined, it’s actually possible that the Coronavirus stopped these people form catching the normal flu and dying, I would like to see them statistics eventually revealed,
I’ve seen loads of people over the years bring the cold and flu back to there elderly parents and they died from a ordinary cold, and one was just before Xmas, the elderly lady was 91 though. I’m reluctant to say this for all the obvious reasons, but the Coronavirus May save more lives than it may actually take, by virtue that the elderly are less exposed to the cold and flu because they are now more protected by isolation in there homes.

If I’m honest here I really don’t like the implications for the world economies because of this virus, that’s why I would just like nanoco to seal this deal ASP, I’m sure any astute person would have come to the same conclusion.

GLA

Could we be getting some good news very shortly ? We should be due it by now , let's cross our fingers, we need some good news when dealing with this coronavirus threat. Good luck to anyone with a any particular associated risk.

GLA

He owns 77% of this AIM company, wow how impressive. He obviously knows a good situation when he sees one/ nanoco.

https://www.adamsplc.co.uk/content/investors/company-docs

GLA

RG He keeps on increasing his holding in nanoco, if your looking in here RG thanks a million.

Some of his other investments below.

https://www.marketscreener.com/business-leaders/Richard-Griffiths-05J8QH-E/biography/

Also remember that licencing deal Dow chemicals were giving us = 20 X $ 6+ million milestone payments to nanoco , that was also scrapped when Samsung says no to Dow chemicals licencing of our CFQD, then Samsung had our IP know how by then, and just said to HANSOL CHEMICALS here make this CFQD for us/ Samsungs attitude = , we're just not paying anyone any licencing fee at all. !!! Unbelievable and seemingly fraudulent, thus our solid lawsuit.
So we have to also factor in that lost 20 X $6+ million milestone payments, or a proportionate amount of our losses. Nanoco have obviously checked Samsungs TV,s. And confirmed Samsungs use of our IP, I'm wondering if nanoco is holding back on releasing a lost revenue amount, it could be a very high figure, so that they can quietly negotiate with Samsung without anyone losing face, if that's possible.

I don't know about anyone else, but I would be in heaven if nanoco just sold out to any permutation of Chinese suitors. And yes punish Samsung for there dirty tricks, though they are all at it now days,LOL.

GLA

now would LG like to put a stop to Samsung and it's worldwide TV sales dominance. If they buy our patents wouldn't that let them pull the plug on Samsungs sales, I guess we all know that answer already. If Samsung don't pay up, they could be in trouble. After what they come to us , wouldn't it be fitting to just sell our patents to LG, and say up yours Samsung, I simply struggle to believe that at least one of our suitors wouldn't pay a dear price to buy our patents, and really make life difficult for samsung, or at the very least make them pay a fortune to have a definite control over the legal right to use our IP / patents to make CFQD TV,s. Our patents and IP won't go cheaply that's for sure.

https://www.sammobile.com/news/samsung-sold-twice-as-many-qled-tvs-as-lg-oleds-2019/

https://www.whathifi.com/us/features/how-samsungs-2020-qled-tv-strategy-plans-to-topple-oled

Troublesome I knew there were gamers ok, but what stunned me was the very percentage of people buying the larger QLED TV,s specifically for gaming, as Samsung’s QLED TV,s could cope extremely well with the newer demands of the constantly changing games being played. I remember seeing the older type TV,s being damaged by games being played on them. Quantum dots are absolutely perfect for that job, as they can withstand a million hours ? of use/ 114 years and before any deterioration is seen , pardon the pun,” a game changer “

GLA

Sorry.
Seemingly Samsung have “no “permission to use our patented technology .

I forgot to mention this , I read the other week that the biggest area of growth and QOLED TV SALES were to the gammers , people who play these games on there TV,s , and the reason for Samsung’s success here was that Samsung’s Quantum dot TV,s lasted the longest without deteration to the screens picture and ultimately the TV itself. All this information is found out by the gammers before they buy, they are also recommended by TV gamming reviewers , that really surprised me big time, the percentage was really much higher than I would have thought , google it yourself, sorry I can’t give a link as I’m in my car and far away from my home and my tablet. QUANTUM DOTS looks like it the best technology to cope with TV gamming, so Samsung really need to protect this growing market at all cost, I’m sure the other TV makers know the value in our IP/ patents by now, so who gets to own it, Samsung needs our patent to carry on dominating this growing market , they need CFQD and seemingly they have permission to use our patented technology. Samsung will be running around like headless chickens with our lawsuit hanging over them and also wondering what damage the Coronavirus will have on TV sales and TV production lines/ how many do they make etc.

My main point here is Samsung are the number one TV purchase for the highly growing gamming market. This is a massive market, I actually didn’t even know that until last week.
GLA