Nanoco Group's announcement that the CDX process has ended without an acceptable offer for its business operations is clearly a setback. Focus now turns solely to pursuing commercial opportunities in sensors and monetising the company's display intellectual property (IP). While execution risk remains significant, we believe that Nanoco's IP, balance sheet, commercial and litigation activities continue to provide a platform to deliver shareholder upside. The delivery of further joint development agreement (JDA) milestones and a positive litigation outcome with Shoei Chemical are the key proof points to understand valuation potential.Den vollständigen Artikel lesen ...
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