Report

Nanoco Group - Major US partner to drive significant inflection

Nanoco’s H1 results reflect the slow commercialisation cycle in display although H2 should improve significantly as the first payments from the company’s large, US-listed corporate partner boost revenues and cash flows. While visibility is still limited, the scale of investment and additional capacity being added indicate that the potential from this partnership is significant. Progress in lighting and medical imaging also remind us of the potential of Nanoco’s IP and expertise across a range of applications.
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.

Provider
Edison Investment Research
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
Dan Ridsdale

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