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Nanoco Group (LSE: NANO)

Last close As at 20/11/2024

GBP0.12

▲ 0.38 (3.41%)

Market capitalisation

GBP23m

Nanoco Group is a global leader in the development and manufacture of cadmium-free quantum dots and other nanomaterials, with c 375 patents. Focus applications are advanced electronics, displays, bio-imaging and horticulture.

Management has said that an order for around 100m sensor units could generate c £20m in revenue, which would equate to deployment across a high-volume handset range, especially if multiple sensors are included in the device. By way of context, Yole Research estimates that the CMOS image sensor market is worth $21.2bn, growing to $30bn by 2030, with applications across almost any market involving image capture mobile devices, automotive, industrial, surveying, security and agriculture.

Latest Insights

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TMT | Flash note

Nanoco Group — Board states case for voting against resolutions

TMT | Update

Nanoco Group — European partnership not moving forward

TMT | Update

Nanoco — Visibility pushed back

TMT | Outlook

Nanoco Group — Sensing the opportunity
Nanoco Group_resized
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Sector

TMT

Equity Analyst

Dan Ridsdale

Head of Technology

Key Management

  • Brian Tenner

    CEO

  • Liam Gray

    CFO

Balance Sheet

Forecast net cash (£m)

20

Forecast gearing ratio (%)

N/A

Share Price Performance

Price Performance
% 1M 3M 12M
Actual (6.7) (18.8) (35.4)
Relative (3.4) (16.8) (40.2)
52 week high/low 23.4p/9.0p

Financials

Nanoco has issued a circular recommending that shareholders vote against both resolutions being proposed by Milkwood in its requisition for a general meeting (scheduled for 11:30am on 13 December 2024). We summarise the board’s key arguments below.

Y/E Jul Revenue (£m) EBITDA (£m) PBT (£m) EPS (fd) (p) P/E (x) P/CF (x)
2022A 2.5 (2.1) (4.6) (1.32) N/A N/A
2023A 5.6 (0.5) (3.6) (0.66) N/A N/A
2024E 7.9 0.5 (0.2) (0.26) N/A 64.1
2025E 6.8 (0.6) (0.8) (0.38) N/A N/A

Research

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Update

TMT

Nanoco Group — European partnership not moving forward

Update

TMT

Nanoco — Visibility pushed back

TMT

Flash note

Nanoco Group — Board states case for voting against resolutions
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Thematics

thematic

TMT

MediaWatch – One step forward, two steps back

thematic

TMT

MediaWatch – Encouragements and frustrations

thematic

TMT

MediaWatch – Glimpses of positivity

thematic

TMT

MediaWatch – Rinse and repeat
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