alltold9
05 Oct 2017
MASSIVE UPSIDE! With funding now well and truly sorted, we should see some BIG orders over the next few months. Onwards and upwards to £2+ IMHHO
HPC Follower
05 Oct 2017
Pi**ed Off - but NANO now better off... Having topped up recently at an average of about 25p, I'm a bit pi**ed off at not having the opportunity as a long term holder to buy extra a 18p a share...On the plus side, the additional finance should secure NANO over the next year or so as orders build up for the technology, which I'm sure will overtake the rest for normal TVs and many other displays.The share price is holding up better than I expected with such a low placement price, but this may well have been chosen to allow many shareholders and investors to average down to more reasonable levels ahead of the expected growth period - with little chance now that NANO will run out of money. Buy volume is well above sell volume, so the share price may still end close to yesterday's close, perhaps about 26p.The share price will rise much more strongly when some of the orders come through for technology/screens now receiving good reviews. This strengthening of NANO's finance should stop potential clients worrying now about future NANO order fulfilment and support.
BassCadet
05 Oct 2017
Re: oh well I don't think anyone can say that they didn't expect this. 18p is a large discount but then product launches are outside the company's control.My investment case is... 1) No fund raise and market takes off will be a big return. 2) Fund raise and market takes off probably still a big return. Maybe slightly longer to realise. 3) Market doesn't take off or Nanoco doesn't get a piece of it. Fund raise or not it's a bust.I've seen many cash calls and would be very surprised if the share price doesn't drop to 18p sometime soon. They always seem to. Only new orders or decent revenue in the coming report (but then why would they need funding) would prevent that. But, with the news from Touch Taiwan I'm reassured for now that we're on track for 2) not 3).
Bunny007
04 Oct 2017
Re: oh well In fact I would say there is about equal chance of sp temporarily tanking as it has of spiking, or even just wavering in the mid-20's on balance of panic selling vs rational thinkers realising the prospects for this company going forwards. Short-term sp movements seem to spook many investors but looking at the stability realised by this fundraising and assuming the continued ramping of sales stays on course, then I just wonder: what's the problem?
Chip_Scashtin
04 Oct 2017
B******s -- RNS 18p a share - why oh why do they do this? Because the City has them over a barrel.The last fundraise I can see was with the move to the main market in March 2015, when they raised £20m.Methinks Numberbiter had a point about the Going Concern question -- which was actually spelled out in the last results. The situation is now that they have funds until July next. I think we need some orders.
Nice to Michu
04 Oct 2017
oh well retrace coming tomorrow... and not a small one, I expect.. but the company has got a significant raise away and so gets itself perhaps another year to 18 months to get meanigful revenue traction for it's technology...Also given the cash buffer now raised I'm hoping this will finish tomorrow still in the 20's at least.. and some may see another buying opportunity in the making.. for eg I sold a quarter of my position here recently and so may well average down a bit soon..This has been an extremely hard slog so far for shareholders, in fairness,, but we're still in the game at least.. and there's still a decent chance in the future here imho..Of course this is gambling.. but not near national lottery proportions im
BassCadet
01 Oct 2017
Touch Taiwan blog. [link]
numberbiter
01 Oct 2017
Structure Nanoco Group has the following subsidiaries (all apart from the American company are registered at 46 Grafton Street, Manchester):Nanoco Technologies LtdNanoco 2D Materials LtdNanoco Tech LtdNanoco Life Sciences Ltd.Nanoco IncApart from Nanoco Technologies, all the other subsidiaries seem dedicated to research. It appears that Nanoco Tech Ltd own 100% of the shares of Nanoco Technologies Ltd. Only three people are directors of all the UK companies: David Blain, Dr Michael Edelman and Dr Nigel Pickett.One has to wonder why they keep opening new companies (Nanoco 2D Materials was only incorporated in 2017) when the only effective translations in the research companies are money transferred from the Group.It is difficult to work out whether or not the Group owns 100% of the subsidiaries, but we know the Group controls the subsidiaries as they own at least 75% of the shares. The question has to be asked: why are there so many subsidiaries at the same address, with little appearing to go on at the research companies? Is it because any major discoveries made at one of these subsidiaries will not be 100% owned by the Group. I don't know, but the set up seems strange to me.
silvetici
28 Sep 2017
Competition? Not direct competition, but certainly an alternative to displaying a high quality image:[link]
tim parcs
27 Sep 2017
Re: Edison Thanks for the replyYou are correct. Timing is everything and everyone makes their own choice. I got in a few months back but fully appreciate that it could all go wrong in the not too distant future.
numberbiter
27 Sep 2017
Re: Edison Evening Tim, I stand corrected, although in lottery terms winning a prize is not the same as winning. The chance of getting 2 balls up might be 9.3%, but you are not winning but merely getting your money back.I agree with you, as it is a proven fact; if you backed every favourite in every race, over a season you would lose less than If you backed every outsider. You can see this if you compare Betfair odds with bookmakers's odds - they will be very close together for the shorter odds, but well apart for the longer odds,The point is that either way you will lose money because you are speculating (the odds are against you) whereas by not speculating in the Stock Market (buying into profitable companies) the odds are slightly in your favour.Years ago, a company called Dialog Semiconductor started research, into chips (dots like Nanoco, but for mobile phones). They raised plenty of money (shares were priced at €10 each, but the years rolled on without success and investors lost interest, The shares went down 50 cents. I looked at the company when they were 77 cents; disillusioned investors hadn't noticed that the company was now profitable and still had cash in the bank. Today they trade at €37.So, my hope is that Nanoco will do the same thing in their field, but what is the point of gambling? I will buy these shares if an when they move into profit and still have some cash left. I agree I will have to pay more that the current 29.5p. In this game, timing is the essence.
tim parcs
25 Sep 2017
Re: Edison National lottery odds can be found from their own site, link below. The odds of winning a prize is 1 in 10.[link] odds you are quoting do not take account of the changes made in 2015I agree that there is a risk to investing in nanoco, but most investors are aware of this. What I was saying Is that it is not like a lottery, it is far more complex. It is certainly more like a horse race than a lottery. Backing the favourite is a much better bet than the outsider, the question is if nanoco is considered the favourite to win the race. In my opinion, of the companies in the race, they are certainly one of the favourites.
numberbiter
25 Sep 2017
Re: Edison The probability of winning any prize in the National Lottery is 1 in 54, not 1 in 10. As the odds are stacked against you the more tickets you buy the more you can expect to lose.If you buy shares in a company that is generating profits and cash and has a healthy bank balance, then you are still taking a risk, but you are not speculating, provided the price is a fair valuation. When you buy shares in a company that consistently makes losses and expends cash, you are speculating. The definition of speculating is betting on something where the odds are against you. It is like backing a 50/1 chance in a horse race; not likely to win but just may do. Buying shares in this company is like backing such a long shot.
tim parcs
25 Sep 2017
Re: Edison It is true that there is uncertainty as to the future of nanoco and I think that the vast majority of holders are aware of this. There is always a trade off between risk and reward but to compare buying shares in nanoco to a lottery seems to me to be a huge over simplification.You seem to be keen on analysing the numbers, so what chance of success do you attribute to nanoco? The chance of winning the jackpot in the national lottery is 1 in 45 million. The chance of winning a prize is 1 in 10. There is therefore a huge range of probabilities for winning the lottery. In addition, the more lottery tickets I buy, the better chance I have of winning (provided I pick different sets of numbers), but this is not the same for buying shares in a company.
Bunny007
25 Sep 2017
AUO confirm Cadmium-free From ADVFN forum:ih_41859125 Sep '17 - 12
9""AUO’s ALCD TV displays use InP quantum dots, which are cadmium-free."This was the reply that I just received via email about my inquiring with AUO's marketing team.Of course, this provides a very specific answer to my cadmium-free question. My email also referenced Nanosys Hyperion as being a possible source for them, but they clearly specified InP.I see this as an indication that Nanoco or QMC or both will be supplying AUO via film partner.Do we know of any other big InP qdot producers?"
