Nanotechnology Research Page

We see nan­otech­nol­ogy as one of the large emerg­ing plat­form tech­nolo­gies. We use this page to pro­vide much of our nan­otech­nol­ogy based research and sup­port­ing mate­ri­als so that investors can find it all in one place. One com­pany, Har­ris & Har­ris, $TINY,  gives investors an oppor­tu­nity to get a strong posi­tion across a sub­stan­tial num­ber of the most promis­ing companies.

NEW: This Har­ris & Har­ris July 2012 Update takes a deeper look at the shift­ing demands of emerg­ing pri­vate com­pa­nies and the added value of the H&H invest­ment and devel­op­ment process. For investors want­ing expo­sure to most of the best long-term invest­ment oppor­tu­ni­ties around nano tech­nol­ogy — own­ing shares of Har­ris & Har­ris is the most effi­cient and effec­tive way to achieve it.

Nan­otech­nol­ogy Show­case Review - a sum­mary of the ten com­pa­nies that par­tic­i­pated in the H&H 2012 nan­otech­nol­ogy show­case event in NYC on March 13th. Many of these com­pany pre­sen­ta­tions pro­vide a win­dow on the increas­ing breadth and depth of nan­otech­nol­ogy into the invest­ment landscape.

ZAGG (NASDAQ: ZAGG) Jan­u­ary 13, 2012 - Known as a maker of elec­tron­ics cas­ings, screen pro­tec­tors and acces­sories ZAGG has a strong posi­tion in the emerg­ing tech­nol­ogy of nano-based coat­ings that can ren­der inter­nal elec­tron­ics (in the case of HzO) highly water resis­tant. The shares have appre­ci­ated from $8 when we pub­lished this but remain below our $14 IV estimate.

Har­ris & Har­ris Update Jan­u­ary 9 2012 - Includes a closer look at two of the four new H&H port­fo­lio com­pa­nies: HzO and Sen­ova Sys­tems. HzO is pio­neer­ing a nanocoat­ings tech­nol­ogy for elec­tronic devices and other appli­ca­tions. There is a large, untapped mar­ket oppor­tu­nity for HzO to offer con-sumers pro­tec­tion for their elec­tron­ics against water and moister dam­age. ZAGG is an investor in the com­pany and its mar­ket­ing prowess and estab­lished pres­ence in the con­sumer elec­tron­ics mar­ket makes for a potent part­ner­ship with HzO. Sen­ova Sys­tems is bring­ing an inno­v­a­tive, nano-enabled tech­nol­ogy for mea­sur­ing pH to the mar­ket that has the abil­ity to be very disruptive. 

D-Wave on a Path to Com­mer­cial­ize Quan­tum Com­put­ing, Novem­ber 2011 - Richard Feyn­man was one of the first to sug­gest that quan­tum com­put­ers would the most nat­ural and pro­duc­tive way to solve many thorny prob­lems, espe­cially when they were man­i­fest in physics and nat­ural laws. Quan­tum com­put­ing is com­plex and con­tro­ver­sial so it takes quite a bit of time to get to the bot­tom of it all. This report was a chal­lenge and a great plea­sure to put together. Hav­ing our office next to MIT cer­tainly helped a great deal. Com­mer­cial quan­tum com­put­ing is likely to become a big deal in the next few years.

Nanosys Pri­vate Com­pany Report — Novem­ber 2011 - Nanosys was the poster child for nan­otech­nol­ogy and suf­fered from the pre­ma­ture hype sur­round­ing the tech­nol­ogy. The com­pany even filed for an IPO well before it was ready. But years later the com­pany has con­tin­ued to develop and move a range of tech­nolo­gies into com­mer­cial­iza­tion. Our IV analy­sis sug­gests Nanosys could reach a val­u­a­tion of $700M in 2012.

Har­ris & Har­ris Update Novem­ber 2, 2011 - This reports updates the progress of Har­ris & Har­ris, pro­vides an update on many port­fo­lio com­pa­nies and go deeper into Nanosys and D-Wave.

Laser Light Engines June 2011 - Inad­e­quate bright­ness is a major obsta­cle for the cin­ema indus­try to deliver more vivid films. Laser Light Engines can deliver laser-based light­ing to replace the cur­rent light bulbs and usher in new age of highly per­for­mant and much more effi­cient pro­jec­tors. Bet­ter qual­ity at lower cost will drive adop­tion and unit vol­umes will bring down price points.

Solazyme Report May 2011 - Solazyme is har­ness­ing the power of algae to con­vert organic mate­ri­als and feed­stocks into a broad vari­ety of engi­neered oils, spe­cial­ity chem­i­cals and even food­stuffs. Their approach and oper­at­ing team promises scale pro­duc­tion and com­pet­i­tive costs. Part­ner­ships with very large end-market play­ers help ele­vate returns on invested cap­i­tal. Our IV is $20.

Metabolon Pri­vate Com­pany Pro­file May 2011 - Med­ical diag­nos­tics have been a major part of the health­care indus­try but have tended to use a very basic and broad approach. Today most of the inno­va­tions in diag­nos­tics are in areas of increas­ing speci­ficity and per­son­al­iza­tion. By using small mol­e­cules and supe­rior analy­sis tech­nol­ogy it’s pos­si­ble to under­stand the phys­i­ol­ogy of cells.

Har­ris & Har­ris Update Report April 2011 - This report pro­vides an update of liq­uid­ity events and new invest­ments as well as some major devel­op­ments at sev­eral port­fo­lio com­pa­nies. It also pro­files Metabolon and Laser Light Engines (avail­able sep­a­rately below.)

Har­ris & Har­ris Ini­tial Cov­er­age Report Jan­u­ary 2011 - Our ini­tial report on Har­ris & Har­ris focuses on the entire nan­otech­nol­ogy indus­try and the H&H com­pany model. Sub­se­quent reports go into indi­vid­ual port­fo­lio com­pa­nies in greater detail but this ini­tial report is the best intro­duc­tion to the over­all seg­ments of the port­fo­lio and the major themes within each.