Commissioning of the Dow mass production factory is great news. It has taken two years and many millions of investment. We are in the 3rd quarter now so production soon to begin. Nanoco full steam with their own production for which they receive 100% of the profit. LG wanting to launch QD TV's on mass in November in the US and as early as September in Asia. What other clients are out there. Cadmium QD's will be banned in Europe soon. Also in China by the looks of things with the new Chinese Rohs regulations this year. All imo...... Kuss
So commissioning started. Good stuff. Should be about 6 weeks till production once all the systems are checked etc... Then flog as much of the stuff as possible into a rapidly growing market....
Notice Merk has just picked up Qlight Nanotech for an undisclosed sum. Remember in the market it's not all about cash generation. Wonder how much they paid. For a company like Merk or Dow or LG 5-6 hundred million is a drop in the ocean....[link]
When the factory was two years off Nano was £1.90. Now it could be just two weeks away. The time to buy is now as that last high could be reached given a similar newsflow. I recall it moved 50-60p in a day. Key is whether you believe management or not. Plus, they have been producing at runcorn for almost 9 months. Still a good bet imo, though not without risk.
Forget the market look at the industry and the company..... LG releasing QD TV's in the third quarter. Look at 85% of Nanoco's recruitment in the last 6 months, all to do with production. Dow has spent millions on their factory. Anyway, regarding LG have a read ..[link]
Funds buy and sell like individuals. It's the market. Funny that everyone thinks making money for doing nothing is easy. At least they do in the early years. If they don't give up after 10 years they might start to make a few pounds.
That article isn't a credible account supporting as it does quantum materials. All I know is that Dow have recruited extensively for their Korean production facility and have been preparing it for almost a year. They have also been giving recent talks at SID etc. LG will have to respond to the QD challenge from Samsung.
Think those big trades were related to main market entry. On another point, I'm amazed how ill-informed some of the tech reviews are. He's one stating that the LGUF500 is a quantum dot TV, but it isn't it's phosphor based. The quantum dot model is LGUF400, which hasn't been released yet. Anyway, not a great review which I suppose is positive in a way [link]
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