Shares tip...quite interesting.....graph looks good and a british company as well....in electronics...unusual....

Jimmy I changed it after your comments afterwards. Sounded too bullish when I looked at it again.

Tipster below reckons its not what it seems and skull duggery by Samsung and this other company.

http://www.michaelwalters.com/

Heres what his entry is this morning......... the full version was on advfn but chap was advised to take it off as premium content.

Dots In A Daze
6/1/2015
Nanoco panic over.

Live link....


http://www.michaelwalters.com

My pension pot is starting to look like the remnants of the ending of an atomised spaghetti western....nothing but dots left...................

Ahhhhhh found Mike Walters comments again this morning lifted from over the road.....


Peterhiggins 6 Jan'15 - 06:56 - 7135 of 7224 0 0

Michael Walters says this from his tip website, don't panic:

Hopefully all will be calm and - well - clear, come Tuesday morning and the London market opening. It appears that a (London time) Monday evening panic that Nanosys and not British company Nanoco (NANO) had grabbed a contract to supply quantum dots to Samsung was misplaced. And while we do not know yet that Nanoco is to supply Samsung, we do know that Samsung is launching quantum dot TV sets, and they will use cadmium free quantum dots (CFQDs) - so they probably come from Nanoco.

As London went to bed on Monday evening, the bulletin boards were awash with worries about a mischievous announcement from US rival Nanosys saying that 'Nanosys and Samsung Electronics Co., Ltd. today announced they have entered into a multi-year agreement pursuant under which Samsung Electronics Co., Ltd. gains access to Nanosys industry-leading patents, technology and products covering a broad range of lighting and display products and technologies, including cadmium free quantum dots.'

Some worried that this meant that Nanoco might not, after all, be the only company (via Dow) able to make CFQDs in volume, and would not be supplying Samsung. Some predicted a sharp fall in the share price from Monday's closing 139p. Careful reading of the full statement suggests, however, that this is simply an agreement for Nanosys and Samsung to work together on various technical matters, and does not actually suggest that Nanosys has cadmium free dots, or is actually supplying Samsung.

Glad you posted that Goldfinger because my microwave was about to stand a short trial....

Hence why guys like Warren Buffet only invest in businesses they can fully understand......

Nanosys patents:

http://www.nanosysinc.com/patent-notice

Nanoco Technologies patents:

http://stks.freshpatents.com/Nanoco-Technologies-Ltd-nm1.php

July 26 2013

Samsung had invested 15 million dollars into Nanosys to help fund their development of cadium-free quantum dots. Nanoco already has this problem solved. They state a significant advantage of their technology is the ability to scale it.

In the past Nanoco did try to sell cadium quantum dots but ran into problems with Nanosys. In July 2009 Nanoco settled a patent infringement lawsuit with Nanosys. Nanosys claimed that Nanoco’s Cadmium based quantum dot technology which was being distributed in the United States, infringed upon some of their patents. In the settlement, Nanoco did not admit that the patents were either infringed or valid but agreed to terminate its U.S. business for Cadmium quantum dots.

Regarding the lawsuit, Michael Edelman, Chief Executive Officer of Nanoco stated “Nanoco will continue to develop and deliver leading quantum dot products throughout the world with a specific focus on its heavy metal free technology.”

Piss poor management from NANO they should have had a RNS out first thing 7am clearing this matter up and not leaving share holders in limbo.

From over the other side ......................

Here's a bit of comment from Nanoco's brokers (no link - via third party)

Whilst the LG TV sets containing quantum dots produced by Nanoco were presented at the Las Vegas CES show as expected, shares in Nanoco are weaker this morning following a press release from a private US-based company called Nanosys that has announced an agreement with Samsung. Whilst the precise details of the agreement are not outlined in the press release, we understand that the deal is a patent licence only and does not relate to a quantum dot supply agreement – indeed, Nanoco/Dow are the only volume manufacturers of cadmium-free quantum dots in the world – on this basis it seems illogical that Nanosys would be able to supply a company as large as Samsung (with a c. 26% share of the global TV market) with sufficient quantities of cadmium free quantum dots to launch TV sets “in the coming months” (as per this link : http://mashable.com/2015/01/05/samsung-suhd-tvs/). We remain positively inclined on shares in Nanoco and believe that CY2015 (Nanoco has a July year-end) will be a year of transition for the group, with further news flow on new customer product launches, but more importantly, the group receiving its first commercial shipments and royalty payments towards the end of the year. If achieved as expected, the high margin nature of the group’s sales will result in very strong earnings growth, and we would also expect to see a re-rating of the shares as the model is proven.

"indeed, Nanoco/Dow are the only volume manufacturers of cadmium-free quantum dots in the world – on this basis it seems illogical that Nanosys would be able to supply a company as large as Samsung (with a c. 26% share of the global TV market) with sufficient quantities of cadmium free quantum dots to launch TV sets “in the coming months”

Well surely NANO and the Broker should be looking at legal action.

But then we get this from a respected poster on advfn........

smarm 6 Jan'15 - 14:04 - 7272 of 7273 0 1

Cockers - a member of this thread contacted Nanosys and they confirmed they are supplying cad free dots to Samsung. I know the person concerned....and believe 100% that the contact was made. I can't say for sure the info is correct but the balance of probability is that it is. I would therefore suggest caution re saying Nano/Dow only ones capable...........................ends

Still no wiser until NANO management themselves clear this up.

I must be bonkers but added this morning....

There is an expression called 'scale it up' or 'scaled up'.

Nanosys can supply 'the dots' to Samsung (this expression is technically correct) - but it is NOT technically correct enough because volume production is required and I don't think Nanosys have an adequately scaled up capacity for, say running a massive production run of dots (is this how you say it?) for a screen manufacturer.

I think, IYSWIM?

As in, "I can swim.' This does not mean I can swim across the English Channel.

But who am I?

"Is it time to cut and run?

From: http://www.iii.co.uk/articles/215242/nanoco-group-plc-plunges-it-time-cut-and-run

possible multi bagger :) ..... was posted a week ago

i think he meant "possible multi body bagger"

sorry jimmy but irresistible :-)

The volume sale (in the RNS) was a bit of serious profit taking, IMHO.

And why not, eh? Nanoco might well be running out of cash.

cynic i still think it could be , however do i want to take the risk ?

sorry m8 .... it was only a tease as you know
unlike some on this site, i never gloat at peeps who have done their dosh