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I think a few Nanoco investors might be considering a hedge on QMC
Chessmite, it is really important to know when other companies in this sphere are launching products or making claims to do things that QMC or others maybe cannot. It doesn't require any other explanation. These are commercial companies who might be competitors taking market share, or who might be developing things in a different (more viable?) direction. Lets not stifle that comment please. Research papers are no comparison.
Has the Crystalplex news been discussed here already?
Nanoco were not listed 2 weeks ago as I checked it specifically.
Hi Swamp thanks for sharing
I think that is a highly likely scenario, and perhaps the only realistic explanation.
Thanks
JB
OK but I will stick with the same date. If I have made 5x my money on today's share price by then I will be a happy man.
May 5 2017, after a reverse split.
I will wager that neither Ferrari or Bob's Auto, nor Elon Musk has a booth at Display Week. So, what now?
Kisco were originally associated with Nanoco but frozen out with the DOW deal.
http://www.iii.co.uk/investment/detail?code=cotn:NANO.L&display=discussion&id=11064065&action=detail
There's a bit on QD for solar application here-
http://www.kisco-net.com/business/electronics/materials/energy_device.php
So has this list changed? The search pulls up kisco and qmc but I cannot read the print?
SunEdison has filed for bankruptcy. We should be glad Solterra never happened
And buying from Nanoco too now?
Yes it is now naming Samsung on the FB page
Finalise the development of products with partners
DOW and Nanoco.
Have people seen that they have re-negotiated their licence? DOW is no longer exlcusie and will pay a lower royalty. Short term it will lead to lower revenues. Interesting development. ...
???
Does anyone here need to be warned that a company that never sold a single quantum dot will eventually need to start selling something in order to pay its regular outgoings or suffer further dilution? The person who only worked that out recently after they invested for months or years is hardly the person to give advice. If things don't happen in 2016 then we will all lose but we have nearly 10 whole months to go at a time when the news PR is positive. A good time to be in not out but you have to risk it all to be in it to win it.
I'm sure you will be gone now, wish holders well and not be seen pouring scorn on those who do. Right?
Don't wish to stir the pot but I'd say those are all opinions SE
Excellent info thanks for sharing.
I'm travelling so cannot research but a couple of observations.
Indium (cadmium of the future? ). Nanoco can make theirs without it, I think.
Efficiency was somewhere in the early teens too, again this is from memory. But both these points raise a question.
8% sounds a bit low.... I get the point about swap out costs but equally would you keep a panel for more than 5 years if the efficiency is rapidly increasing? It comes down to cost. It applies to both the current market standard and QD cells alike.
Lastly, why would the cost of the second micro-reactor be proprietary information which cannot be disclosed?
It's a bit better than that - "by the third quarter" so in my book that means before the end of June, so at most 4 months from now.
Yes it could be very useful indeed. A big market.
You made me laugh. Good one.
My thinking about a year ago was that we were close to a deal with Samsung. Who really knows (?) but it does make increasing sense that we are.
OK thanks. There still seems to be an expectation there will be a secondary supplier and this will be DOW. One has to seriously question that theory. My investment here was always due to expectation of a superior, low cost supply base combined with continuing R&D. Is Nanoco becoming an R&D company?
No-one knows but I think it is becoming clearer. A couple of warning bells in the Nanoco camp maybe - as was pointed out on a BB elsewhere- they have now dropped the moniker "world leader in research, development and manufacture" to just "leads the world in research". Also still waiting for the multiple contracts promised by Edelman for mid year 2015.
Is there any news report of Samsung dropping DOW or just speculation?
No, it's because there is a big difference between an objective and a consequence. If the company is specifically planning to achieve NASDAQ by 2017 before a major share price increase - likely to gain access to greater institutional buying- then RS is the way to do it. If it is only a consequence of a rising share price we don't even need to discuss it. Either way it is positive if the expectation of the company matches our own. There seems to be a mistaken belief here that RS will somehow affect their wealth or prospects. It simply doesn't.
But it will be just displays. I would favour a reverse split
Looks likely to me too.
The Nitto Denko deal was not to communicate with ' a limited number of specifically named businesses'. This Chinese company cannot have been excluded but maybe the opposite....... do we suppose that Nitto orchestrated this?
People have been invested here so long I don't think anyone is falling for it! As far as BBs go this is the most informed ive ever seen. The other good news is someone got their caps lock key unstuck too!!
How many reactors can we get for that cost - $1m each? 10 for $10m and the rest used for land, premises, materials and staff costs? And all that would be enough to cover the whole of China in multiple industries. And the rest is free cash flow to QMC. A low cost very highly cash generative business. Unless I have got it wrong we should all be investing the farm at this point.
Not my understanding of P&D! For one we did not get the pump. And now no dump. Just a slightly raised volume. Absolute piffle! And here's another shock story to hold the front page with - pre revenue company uses shares to finance itself!! Did anyone think it was thin air??
A question - if Samsung wants a secondary external source for its QD what companies other than Nanoco are in the frame as potential suppliers?
OK. What makes you think that? And would they be able to resist a decent lower offer say $1
OK but his base salary near doubles on getting £10m revenue so my guess is that the £10m figure is not far away.
What is the alternative explanation for letting a large chunk of stock options vest now? That is the more significant question.
I don't think we would see anything like that price unfortunately
Can someone not get in contact with the Posner Trust and tell them to take a 2 month rest from the selling? They might get a nice surprise
Thoughts on recent filing folks? I'm more than a bit surprised there's been no comment when our newly appointed CFO has forfeited 4.3m of his stock options for early vesting of the other 10m and an enhanced salary deal / protective buy out terms. What does this mean if it does not signify preparing the way for a company sale...? I can't think of any other good reasons but I'm all ears.