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Edison Investment Research

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Leading International Investment Research, Edison Investment Research

Equity Bottom-Up

<p>We believe that factors are finally aligning to support adoption of Nanoco&#8217;s quantum dots in the 250m+ unit per year TV and computer display markets. With a large addressable market and an operationally geared model, it does not take aggressive assumptions for earnings to scale and the rating to look very inexpensive. We believe a substantial re-rating upwards would be justified as support for our estimates builds. </p>

We believe that factors are finally aligning to support adoption of Nanoco&#8217;s quantum dots in the 250m+ unit per year TV and computer display markets. With a large addressable market and an operationally geared model, it does not take aggressive assumptions for earnings to scale and the rating to look very inexpensive. We believe a substantial re-rating upwards would be justified as support for our estimates builds. 

Nanoco Group PLC

Quantum leap