ecclescake
07 Oct 2015
Kuss I think you are right on the money with that overview.
Kuss
07 Oct 2015
Bonzoful, you are right but the delegated act didn't enter into force. But that was a new act, not the revocation of the exemption, which is different. The exemption is still valid as we stand. But just a question of time before it's revoked and the reason is simple: cadmium in consumer appliances has no future. If people can't see that they are deranged... So QD vision and nanosys better get their cad free up to scratch in the next 12 months or good night.
Kuss
05 Oct 2015
The shorting question is the wrong question. At the end of the day, either Nanoco are a success or a failure. The shorting camp know, no better than the longs. It's all a game and in the short term a psychological one. I liked Nanoco's EU challenge and the fact that the EU Parliament voted so significantly in their favour. It's a sign of the times imo. The waves of change continue but we all live in the present.....
Kuss
05 Oct 2015
Yes, it's true vested interests here. The commission chose to ignore the last report. Fortunately, they didn't get the extension in regards to LED lighting, which remain cad free. Nanoco's petition could make things difficult for the Commission. Maybe this will be referred to the EU court for a decision. The EU environmental lobby is also quite powerful. They won't be happy with cadmium coming back to displays...
Kuss
05 Oct 2015
Pretty appalling that the EU Commission can just delay all action post expiry of the exemption in breach of the RoHS directive and contrary to the vast majority of the EU Parliament. Fortunately the petition is going back to the Parliament ... !
Kuss
03 Oct 2015
Yes, shadowcity, everyone tends to see samsung as a negative, but I think the opposite. Without them the EU Parliament couldn't have voted against extending the exemption on cadmium; as market leaders they have made a clear statement that only cad free is the futures; their Qdot TV's are selling like hot cakes taking market share from LG and the rest; their next generation Qdot TV's to be launched at CES in Jan. LG have to catch up as affordable OLED is still years away. Qdots will spearhead the UHD drive to the mass market and samsung will require larger and cheaper supply of Qdots. Can Dow produce more and more cheaply than Hansol .. Anyway, it all rests on that factory coming on stream soon. I'm hoping the results will coincide with good news out of korea.
Kuss
01 Oct 2015
The shorters are just traders, that's all they know. Unfortunately, due to the highly complex nature of this science no-one really has any idea fundamentally about the subject. It is all guesswork. That's why some faith in management is crucial. When the CEO says there will be multiple contracts on completion of the factory it is important that he delivers. We await news .. strong markets ahead, to which should help. Everyone gets fearful but the capitalist system kicks in and cycles play the same tune every year..
Kuss
01 Oct 2015
ticking up nicely.... Could easily double from here if there is a positive update on production from Dow's factory. I assume that was the intention behind the decision to build and commission it...
Kuss
29 Sep 2015
Interesting review here of LG's non OLED or QD TV's. The point is they aren't up to scratch. If they don't go QDot and soon they'll lose out to other Qdot rivals..[link]
Kuss
29 Sep 2015
The reactors in Korea are at least X10 the size of runcorn, so it's normal customers would want to sample the dots first imo. We know that the price of the Korean dots are significantly cheaper than from Runcorn. How do they compare with the competition is the question. Still only Samsung who can make cad free in any volume for a commercial product. Edelman said he expected multiple orders on completion of the Korean factory. We know they are calibrating multiple lines in Korea. Soon, very soon we'll find out if he was telling the truth or not. Many of the really big OEMs still to show their hand with QDots. The Japanese, sharp, panasonic and Sony have stayed clear of cadmium. Be interesting to find out who Vestel have sourced their Qdots from for their 2016 TVs. They are a huge European producer and will be well aware of the imminent removal of the RoHS exemption for cadmium in displays.
Kuss
28 Sep 2015
Yes, it would be interesting to read what QTMM had to say if they were the first company to produce quantum Dot LED's. Probably a two page announcement. Whereas Nano didn't even RNS it. Have Dow got it horribly wrong. Have Nanoco really got the first large scale cad free manufacturing facility with multiple clients. Well we'll soon find out.
Kuss
27 Sep 2015
Interesting that the EU Parliament are asking for an update from the commission. Follow this link for the questions tabled on 3 Sept. [link] I think the commission have around 3 weeks to reply. The door is closing on cadmium Qd's and QD vision and Nanosys are aware of the trend. See what China does. Should be an update on their RoHS 2. Period for comment ended in May. As for QTMM their public releases are getting more like the metro in tone. Development agreements take years. Nano were entering into these 7-8 years ago. Not sure Nitto are even active in TV displays... Anyway, we'll find out the state of play with Nano in a few weeks.
Kuss
05 Sep 2015
The technology is too advanced to really understand. The only thing you can do is have faith in management and in Dow's strategic competence. The cadmium door is closing and I don't see any others producing cad free at scale. The only unknown is samsung. The big TV manufacturers yet to show their hand . Sony, Sharp Panasonic, Vizio etc..
Kuss
04 Sep 2015
Also not Hisense expanding into unregulated markets probably due to Rohs in Europe and the withdrawal of the exemption [link]
Kuss
04 Sep 2015
Funny how Nanosys haven't released a QD lighting product. But there again they can't as they are still have issues with cadmium. That problem won't go away anytime soon imo. Commissioning of the Dow factory must be complete by now allowing for scale production and much reduced cost. LG keynote speech tomorrow at IFA, too.
