Kuss
10 Aug 2015
Problem is no-one can make Qdots cheaply at this stage. We know Dow's production will be significantly cheaper than Runcorn production as that was mentioned in the recent prospectus. But how much cheaper? But there are the nonsense claims of QTM ... supplying the whole industry from a single continuous flow reactor. But there again they don't have a client yet.. And their recent development agreement didn't mention cadmium free Qdots, so they're stuffed just like the other cadmium producers imo...
Becauseiknowwhatiknow
10 Aug 2015
Re: NANO Stream Log That's all interesting but nothing new.Unless you can make qdots very cheaply it's no match to a process such as flexographic ( silkscreenIng process ) when it comes to speed and cost. ..unfortunately another qd company owns that IP process already.
Kuss
09 Aug 2015
market.
Kuss
09 Aug 2015
And if there are substantial contracts? Nav is bollocks in the
Kuss
09 Aug 2015
Interesting development here with Dow involved. The mistake is to assume everyone else is catching up and Dow is staying still. Dow, Nanoco probably making huge strides with next generation Qdot's and manufacturing approaches..[link]
Becauseiknowwhatiknow
08 Aug 2015
Re: NANO Stream Log Global production capability is more than a ton at the moment.Nanosys at 25 tons concentrate which is about 10% qd content or 2.5 tons cdse qd.QDV unknown but are making enough for their own edge lit product.QMC at 2500kg capability and Nanoco Runcorn facility at 50Kg capability.Either way the forecast for materials will increase as more products enter the mainstream markets it just comes down to what piece of the market each player will get.That will be determined over the month's and years ahead IMO.
Kuss
08 Aug 2015
Easy to be negative, but in the real world, Dow's factory weeks away from production and Qdots starting to appear across multiple industries. 71 tonnes needed in 4 years. Global production less than a tonne at the moment. Seems a reasonable bet to me. The financial mets only care about cash generation and its sustainability. Also got 7% short position to close. Hope there's enough to buy at this level ...
Kuss
31 Jul 2015
The big institutional investors are neither selling nor buying. Sometime in the next month or so there will be an announcement ' Dow factory in commercial production for multiple clients' That's the bet...
Kuss
31 Jul 2015
Nothing wrong with paying your CEO a good salary. And believe me the TV world is changing and changing fast. QD's a revolution in display not seen for a decade or more. I see 4k QD laptops getting great reviews for display [link] The problem of course is that it contains cadmium which will be banned in Europe and China before the next version of the laptop can be released. Wonder what they'll do?
Becauseiknowwhatiknow
29 Jul 2015
Re: NANO Stream Log Actually QMC does. ..they own all the IP for their flow process for mass production N2C as well as the Bayer patents set which is very diverse and contains CFQD details.See link...There is more than one pony in this race ! [link] [link]
Kuss
29 Jul 2015
QTMM don't own their own IP. Very dangerous investment imo. But each to their own....
Trevorbc
29 Jul 2015
I had to laugh at your statement that Nanoco is understated? Didnt they just PR that they started a lighting division ..lol..what kind of annoucement is that?
Trevorbc
28 Jul 2015
What do you mean QMC has no partners? Did you see this today?SAN MARCOS, Texas, July 28, 2015 (GLOBE NEWSWIRE) -- Quantum Materials Corp (OTCBB:QTMM) today announced a joint development agreement (JDA) with one of the world's leading manufacturers of display panels. The companies will be working together to develop next-generation Quantum Dot-based display technologies. Research and development teams of both organizations will be working closely together to address display application challenges and generate solutions enabled through advances in Quantum Dot technology. Terms and specifics of the agreement were not disclosed. Quantum Materials recently obtained heat resistance to 260 degrees Celsius for their QDXâ„¢ Quantum Dots, allowing for high-temperature film application and encapsulation in resins, silicones and other polymers, opening a realm of application possibilities for design engineers. "We are honored to enter into this agreement and value our ongoing collaboration," said Quantum Materials Founder and CEO Stephen Squires. "Our partner's engineering and design teams have proven again and again their ability to develop innovative display solutions using leading-edge technologies and then bring them successfully to market. We look forward to working with them to provide the foundation with which they are developing the displays of the future." ABOUT QUANTUM MATERIALS CORP Quantum Materials Corp develops and manufactures Quantum Dots and nanomaterials for use in display, lighting, medical and solar energy through its patented continuous-flow production process. With more than 2,000kg of current annual production capacity, QMC's volume manufacturing methods enable consistent quality and rapid and efficient scalability. Quantum Materials' products are the foundation for technologically superior, energy efficient and environmentally sound LCD UHD displays, the next generation of solid-state lighting, solar photovoltaic power applications, advanced battery and energy storage solutions, biotech imaging and theranostics. Solterra Renewable Technologies is a wholly-owned subsidiary of Quantum Materials Corp. www.QMCDOTS.com - See more at: [link]
