Diskusjon Triggere Porteføljer Aksjonærlister

CrayoNano AS

Feel free :sunglasses:

Hei,

strykning tar kort tid når meldt NOTC (mer dager enn måneder).

Det er altså ikke snakk om lang tid før vinduet stenges for å vekte opp med aksjer. Når den er avlistet blir handel mer teoretisk da en må kontakte meglerhus for å finne poster for salg. Nå er det jo ganske sannsynlig at en del av de en har snakket med vil kunne bistå med dette også fremover, så helt umulig blir det jo ikke.

Takker!

Here is the share prices before the last capital raise in October 2020 at 16,- before NOTC.
The share prices are before the 1:50 split, performed before NOTC listing.

15.02.2016 - private placement (20M NOK)
No. Shares: 52 630
Share price: 380,-

Adjusted for share split:
No. Shares: 2 631 500
Share price: 7,6,-

02.05.2017 - share issue to management (4M NOK)
No. Shares: 10 525
Shares price: 380,-

Adjusted for share split:
No. Shares: 526 250
Share price: 7,6,-

07.07.2017 - private placement (50M NOK)
No shares: 63 049
Share price: 802.55,-

Adjusted for share split:
No. shares: 3 15 2450
Share price: 16,-

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And last year it was 14, right ?

Så i fjor hentet de veldig mye mer(var det over 100 mill) i en klassisk emisjon, mens nå måtte de gjøre det på en veldig intrikat måte for å få inn noen få mill…

Er disse pref aksjene til de som er med nå mer som en slags forsikring?

Er det noen som vet dato for pref. aksjer og reparasjonsemisjon?

Det er jo åpenbart (for meg) et move for å ta oss vekk fra NOTC, som et ledd i et større play (som de også er tydelige på i kommunikasjonen).

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Kjøper den

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Svar fra crayonano. …

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Tok unna en del av den lavthengende frukten ja :slight_smile:

Da er det åpent for handel på opp mot 8,-

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Takk, hold oss oppdatert for oss som ønsker å handle pref.aksjer :slight_smile:

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Selvfølgelig…poster mere info asap når han tar kontakt igjen …

Når jeg ser på Philips sin portefølje av produkter, så burde oppkjøp av Crayonano være en no brainer hvis CrayoLed er så bra som påstått: lys, medisinsk utstyr, husholdnings produkter, hygiene…

En merge med Philips hvor vi mottar 1 PHIA for 1 CNANO hadde vært ok :crazy_face:

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24,38 Euro, ja takk. Jeg godtar halvparten også :joy:

Men lukter det egentlig ikke litt merger når vi ikke kan være på NOTC lenger? Og er det ikke potensielt det som kan gi oss aksjonærer mest igjen for investeringen på kort sikt?

Håper og satser på det :+1:

After analyzing and interpreting CrayoNano’s communication since start, this last announcement of short term funding is actually hard to conclude on.

The preference share class is normal way when dealing with international venture capital, however the timing is not clear.

On one side, by now, putting the stated technology invention from the company as basis, they should been bought a long time ago. The numbers they have stated is way over state of the art and all nanowires related in the semiconductor industry is really on fire, and seen as the future, not only for UV-C LED.

They might gotten previous offers of course, and declined those. Maybe they are back on negotiations now.

On the other hand, what is the hardest thing to grasp is sorting out the short term funding when being so close to empty tank. It boils down to:

  1. They really struggle with getting funding, and that is destroying the story about the tech (I kind of refuse this theory myself)

  2. They are in good traction on a m&a or IPO, and need some more time, more time the expected. Maybe the angle changed/expanded, for the better, but introduced more formal due diligence.

However, that takes me to the next nested level, why the preference shares now, with regards to timing:

a) Usually pref shares are given since start and a lot of different pref share classes build on top of each other for each series. Introducing it now may feel like an opportunity grab because a good exit is coming.

b) It is a bonus for being “so kind and patient” investor in “uncertain times”, but at this point when the company obviously is successful in commercialization and reached several milestones, the company is really heavily de-risked in my opinion.

I would hope for 2A (deal closes soon + last opportunity for some grab)
However it could be 1B (funding crisis + we need bonus for this risk)

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Hei, har ikke lest alle kommentarer på forumet. Men mange virker å være enige i at dette er lurt å trekke de av notc listen. De som kom med i seneste er nok gode og ser vel 2A over som sin vei. Så får vi se hvor lenge det er til «2» kommer, for det tror jeg skjer

Regarding the NOTC aspect, looking at the specific details in the wording, this actually is the give away here.

Introducing the preference share might seem a very smart move to combine several practicalities. The company has stated the following as reasons for delisting from NOTC:

  • The pref share class makes it complex for ongoing adjusting/calculating ordinary shares.
  • Either way, not planning anyway to introduce the pref share class on NOTC (why trade them?)
  • The participating investors of the pref share class has indicated they want to delist from NOTC.
  • Low trading volume on NOTC (stated in the general assembly document).
  • It is in the best interest for all shareholders.

First of all, there are several reasons packed in a mix, drawing the picture that this is too complex.

Actually, its fully possible to list several classes of a shares on OTC (pink sheets), but its clever to present these mixed arguments, despite them being different. The most interesting is the following statement:

… on the background of expressed interests from the investors of the New Preference Shares, the Board believes it is in the best interests of the Company and its shareholders to deregister the ordinary shares from N-OTC

Actually what they are saying here is that NOTC has “very low trading volume” so let us fix that with just delisting it entirely. Those arguments oppose each other, because delisting means zero trading. In addition this is a small investor cut demanding all other investors to lose the NOTC trading possibility and the board is stating:

believes it is in the best interests of the Company and its shareholders

The only way this could be in the interest of the major shareholder group is an upcoming exit. In this light, they are telling truth, they recommend it because the upside is coming, but its required to delist from NOTC.

Concluded: A small investor instructs the board to recommend delisting for everybody else.
The funding situation cannot be so grave that they oblige to this just out of thin air.

Seen in the light of the CEO hire this is really great. Crayonano would never onboard, or the CEO would never accept an offer without guarantees or information of what is coming. You dont hire such CEOs into financial crisis. It is normal to place CEOs in position to streamline processes.

If publicly traded companies are to acquire other companies, its much easier for them with regards to compliance and regulations to acquire private companies. Delisting from NOTC could obviously be presented with other reasonable explanations, but hiding the actual reason.

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