Edison Investment Research - Nanoco Group (NANO) Nanoco Group - Samsung versus Nanoco: Round 1 to Nanoco

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Edison Investment Research

Richard Williamson

Nanoco Group - Samsung versus Nanoco: Round 1 to Nanoco

The ruling by the US Patent Trial and Appeal Board (PTAB) in favour of Nanoco in respect of all 47 claims in the five patents underpinning its litigation against Samsung is unalloyed good news for Nanoco. With the company’s IP confirmed as valid, Nanoco now looks in a much stronger position to pursue its infringement case against Samsung, or a settlement. With Samsung sales of quantum dot televisions estimated at a cumulative 26m by FYE21, success could be a significant upside driver.

17/05/2022 1 EN

Underlying

Nanoco Group

Nanoco Group is engaged in the research, development and manufacture of cadmium and heavy-metal-free quantum dots and semiconductor nanoparticles. Co.'s core activities are the generation and development of CFQD® quantum dot products. In the display industry, the use of CFQD® quantum dot products enhances the colour gamut and energy efficiency of liquid crystal display televisions and other displays. The display market includes televisions, monitors, notebooks, tablets and smartphones.

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GB00B01JLR99 London Stock Exchange United Kingdom

Provider

Edison Investment Research

Edison is an investment research and advisory company, with offices in North America, Europe, the Middle East and AsiaPac. The heart of Edison is our world renowned equity research platform and deep multi-sector expertise. At Edison Investment Research, our research is widely read by international investors, advisors and stakeholders. Edison Advisors leverages our core research platform to provide differentiated services including investor relations and strategic consulting.

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Analysts

Richard Williamson

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Nanoco Group - Samsung versus Nanoco: Round 1 to Nanoco

Nanofilm Technologies International : 1Q24: Revenue In Line But Still Loss-making; Maintain SELL On Rich Valuation

Regional Morning Meeting Notes: Wednesday, April 24, 2024

Nanoco Group: 3 directors

Basilea Pharmaceutica - Cresemba milestone payments continue to roll in

AAC Clyde Space - Solid start to the year with further order growth

Tinexta - Typical seasonality in Q124

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