Nanoco Group - NANO Stream Log

Nano's USP was never just cadmium free. There are many companies that can make cadmium free QD's. Nano's USP was cadmium free at scale. Previously this was just a hope, but with the commissioning of the Dow factory after almost a year of work it has now become a reality. Nano have made it clear that they are already producing full out for their customers. Dow will produce at much larger volume for these customers when it starts production in a month or so. The scale of production will greatly reduce the cost of cadmium free QD's leading to more take up in a rapidly growing industry. AUO, Sony and Sharp yet to say who they will be buying QD's from. The EU isn't going to allow the extension on cadmium QD's that's quite clear from the recent vote in parliament. Maybe the cadmium based QD TV;s have got 12 months grace. They will be looking to shift supply imo. Plus the Chinese are adopting the Rohs framework in full making even the Chinese market closed to cadmium QD's. LG's first cadmium free QD TV's to be launch in September in Korea. These will contain QD's produced at Runcorn. Quality sampling of Dows Quantum Dots will be taking place in the third quarter, which has just begun. How many possible clients will be sampling these is the question. Plus Marl is increasing it's range of QD LEDs. This is the first mass produced QD LED and is very exciting. Next will be OSRAM. Their development agreement with Nano expires in September. Nano have increased their head count by 10% in the last 3 months, mainly production employees. I remain fully invested in Nano..... Kuss

Commissioning of the Dow mass production factory is great news. It has taken two years and many millions of investment. We are in the 3rd quarter now so production soon to begin. Nanoco full steam with their own production for which they receive 100% of the profit. LG wanting to launch QD TV's on mass in November in the US and as early as September in Asia. What other clients are out there. Cadmium QD's will be banned in Europe soon. Also in China by the looks of things with the new Chinese Rohs regulations this year. All imo...... Kuss

So commissioning started. Good stuff. Should be about 6 weeks till production once all the systems are checked etc... Then flog as much of the stuff as possible into a rapidly growing market....

Notice Merk has just picked up Qlight Nanotech for an undisclosed sum. Remember in the market it's not all about cash generation. Wonder how much they paid. For a company like Merk or Dow or LG 5-6 hundred million is a drop in the ocean....[link]

When the factory was two years off Nano was £1.90. Now it could be just two weeks away. The time to buy is now as that last high could be reached given a similar newsflow. I recall it moved 50-60p in a day. Key is whether you believe management or not. Plus, they have been producing at runcorn for almost 9 months. Still a good bet imo, though not without risk.

Forget the market look at the industry and the company..... LG releasing QD TV's in the third quarter. Look at 85% of Nanoco's recruitment in the last 6 months, all to do with production. Dow has spent millions on their factory. Anyway, regarding LG have a read ..[link]

Funds buy and sell like individuals. It's the market. Funny that everyone thinks making money for doing nothing is easy. At least they do in the early years. If they don't give up after 10 years they might start to make a few pounds.

nanoco

LG speaking at the IFA in September. Future of display ... [link]

That article isn't a credible account supporting as it does quantum materials. All I know is that Dow have recruited extensively for their Korean production facility and have been preparing it for almost a year. They have also been giving recent talks at SID etc. LG will have to respond to the QD challenge from Samsung.