BassCadet
23 Apr 2018
Re: Agreement expanded. Not yet BeaglePup. That info is locked down tight. They must be serious and have plenty of money though.
BeaglePup
23 Apr 2018
Re: Agreement expanded. Did it ever become known who "the Partner" is? It does make you wonder...
Chip_Scashtin
23 Apr 2018
Re: Agreement expanded. Price move also fantastic. A big endorsement of the technology and management. Much less speculative now.
BassCadet
23 Apr 2018
Agreement expanded. Fantastic!
BassCadet
12 Apr 2018
Re: Nanoco Execs on Seeking Alpha I got my info from Nanoco's response to the first EU questionnaire regarding CdQD exemptions. The field is moving forward all the time so maybe none of this is true anymore, :-S ...Nanoco’s CFQD® quantum dots are made of semiconductor alloys containing indium.CFQD® Quantum dots have undergone some accredited toxicology testing and found to be (according to EU GHS–CLP: EC1272/2008) “Not classified” for acute (oral) toxicity, skin and eye irritation, Acute Fish Toxicity, Acute Daphnia Toxicity. Ames and micronucleus testing has not shown any genotoxicity or mutagenicity. The organic content is shown to be readily biodegradable.Some other Cd-free QDs do reportedly use indium phosphide (InP). This substance has recently been classified as a carcinogen in Annex VI of CLP (EC/1272/2008). This substance is not an SVHC or on the candidate list for SVHC classification, nor is it restricted under Annex XVII of REACH. InP is not restricted under the RoHS Directive and is only a 4th priority substance for a possible future review under RoHS..
Chip_Scashtin
12 Apr 2018
Re: Nanoco Execs on Seeking Alpha Excellent stuff, thanks BC. I was not expecting to get such good answers, some even from me. I agree, the situation is hard to read re Indium. Anyway I was referring to this passage:"Indium Phosphide (InP) is included in the list of materials to be considered for future inclusion in the RoHS restricted materials list because it is rated as a probable carcinogen. It is much less harmful than Cadmium and does not persist in the environment."Nanoco does not use InPin its CFQD® quantum dots, which have been tested and shown to be non-toxic for potential medical use in cancer treatments."It hadn't occurred to me that it might only be the phosphide of indium which was allegedly carcinogenic.Yes the AUO displays sound good. Another Taiwanese company, kind of handy for Wah Hong, which no doubt helps. But jeez, it's taking a while for any revenue to appear considering they were shipping to Wah Hong 6 months ago. This remains speculative, imho.[link]
BassCadet
12 Apr 2018
Re: Nanoco Execs on Seeking Alpha A few things and I'm not saying you're wrong Chip because from quick searches online it looks like a complicated picture but...Nanoco's dots are made from alloys containing indium. There isn't much research pointing to indium being particularly toxic. Indium phosphide is but neither substance is restricted under under RoHS.When Samsung started producing in house it was reported that they had problems producing significant volumes. What worries me is that they have been round several QLED product cycles now and seemingly faced no volume issues with no uptick in revenue coming to NANO through Dow as a secondary supplier so maybe they've also cracked that nut. It could be that they just aren't selling many QLED TVs. QLED take up has been reported to be disappointing so maybe that's the case.I also don't know the performance details of the various types of dots. However, the AUO panels with Nanoco dots are getting fantastic previews. Maybe NANO just needed the right screen partner to get the best out of the product. Then again NANO did launch version 2 at last year's CES. Maybe that's the reason for a quality increase.There are reports that Samsung doesn't have a production line for QLED 8K panels and if so they will be taking AOUs using NANO dots for their 8K QLED TV launch later in the year.
Chip_Scashtin
12 Apr 2018
Re: Nanoco Execs on Seeking Alpha Nano has patent protection on its way of making cadmium free quantum dots (CFQDs), but Samsung is also making them, and shipping TVs.You can Google Samsung CFQD to see Samsung's view.And in the latest Nanoco 2018 half year results presentation which you can find on their website the situation is spelled out.Samsung's dots are based on Indium, unlike Nanoco's, and there is a faint possibility that Indium might be prohibited by the EC in future, but I wouldn't hold my breath. Since Brexit British firms will have less influence on European legislation, and I can imagine Samsung will be able to lobby more effectively: money talks.What I don't know is the relative cost and quality of the rival dots. Previously Nanoco dot TVs were reported as looking a bit crude, but I think those were early prototypes.
millwallfan
11 Apr 2018
Re: Nanoco Execs on Seeking Alpha I thought we had patent protection??
Chip_Scashtin
11 Apr 2018
Re: Nanoco Execs on Seeking Alpha The elephant in the room is how are Samsung making their cadmium-free dots?As competitors go, they don't get much bigger or more scary, but of course maybe they want to keep them for them selves.You could have a scenario where Samsung's are the bees knees but 'own brand' versions have to use Nano's. Then again maybe Wah Hong will make them better than Samsung.Pure speculation ....
ybhere
11 Apr 2018
Re: Nanoco Execs on Seeking Alpha Thanks Chip,A couple of points of interest in the announcement: Samsung has lead the way, others are following and our lead customer here is Taiwanese-based AUO and you can see a couple of pictures on the screen of AUOs TVs that they initially launched at Touch Taiwan late last year and again showed at CES earlier this year.Now AUO is a top-5 panel maker. They don't sell under their own brand but they sell to brands like to sell to brands that you will know and make about 35 million TVs a year. They are one of the leading monitor producers. I believe they produce about 70% of Dell's monitors, Dell sells about 60 million monitors a year of which we can say 70% is produced by AUO.The Agricultural developments were interesting.You may quote up to 400 words of any transcript on the condition that you attribute the transcript to Seeking Alpha and either link to the original transcript or to www.SeekingAlpha.com. All other use is prohibited.YB
Chip_Scashtin
10 Apr 2018
Nanoco Execs on Seeking Alpha [link] knows if this link will work, anyway they are all very optimistic, but it has to be said this is not an express lift.
silvetici
10 Apr 2018
Half Year Results Opinion Well on reading the HYR it looks like NANO are doing all the right things.
BassCadet
26 Mar 2018
Re: Good News soon? Feeks on LSE found this...[link] least the monitors will be at last.
HPC Follower
26 Mar 2018
Good News soon? NANO's CEO in his last interview stated that 1st commercial TV sales with panels incorporating NANO's film should be shipping Q2 this year... let's hope they are well received and set a positive trend for the future.
