Nanoco Group - Re: NANO Stream Log - It really was great to...

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10:39 20/09/2016

It really was great to hear LG fighting back with their Qdot lineup. Should be released at CES 2017. I think they will begin to push down the value chain which is good for us as QD's penetrate the volume part of the business. I also think this first half will see Nano at break even given those upfront payments and the start of revenue. Nano no debt, no pension deficit great margins. It will fly once the income stream appears. The industry is growing that's something you can't deny and Nano great value in those 450 patents. I think Merck will decide as early as Dec this year on their large factory. Even Dow at full capacity will be generating some $12 million a month for Nano add a few more million from Runcorn as a single month's revenue will cover Nano's costs with the 11 months pure profit.

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