Kuss
28 Jul 2015
It's also important to note, why QD vision and Nanosys don't really to be fair to them claim massive leaps in their technology to encompass cadmium free QD's. They are much more advanced than QMC scientifically imo. But it does their management credit and makes them almost investable if they were listed. Trouble is their QD's will be restricted in Europe and China by the end of the year imo.
Kuss
28 Jul 2015
But QMC doesn't have any clients. How you can put an investor case at this stage is beyond me. At least Nano has Dow, LG and Marl confirmed. If they didn't I wouldn't be interested either. QMC over-state their case. Nano unfortunately in a way under-state their case.
Trevorbc
28 Jul 2015
QMC has cadmuim free product which can be mass produced substantially cheaper than Nanoco.
Trevorbc
28 Jul 2015
Quantum Materials Corp today released their QDX â„¢ class of rugged Cadmium-free quantum dots with the highest heat, oxidation and moisture resistance available industry-wide. QDXâ„¢ Quantum Dots do not degrade under the high heats used in application to film, silicon and polymer and allow for creative LCD display and LED lighting engineering as well as lowering protective barrier film costs. - See more at: [link]
Kuss
28 Jul 2015
I note Michael Walters has posted an update on his site with reference to the recent broker note.[link] He mentions the imminent Chinese RoHS regulation and the effect this will have on TLC and Hisense. By the way, Dow do not get it wrong so I remain positive. The whole market is moving to Qdots not OLED. Severe restrictions in China and Europe coming within 6 months is my bet.
Kuss
28 Jul 2015
QTMM, that's a joint development agreement. Nothing to do with purchase, supply etc. Means bugger all and could go on for years. Also no mention of cadmium free, which seems odd.
Kuss
28 Jul 2015
The problem is that commissioning was 7 weeks late or so, meaning commercial production will not really begin till Sept. The market is just factoring in reduction is next year's earnings imo. Plus prices always undershoot and overshoot. But in the end the sellers finish and there is no evidence of institutional selling. Runcorn already have customers for display who will be switching to Dow. This has been made clear. The company and the industry are growing. Apart from Samsung there are no cadmium free commercial producers apart from Nanoco. It's an unpleasant price movement but on good news the share can move rapidly imo.
Kuss
25 Jul 2015
I see the Chinese have extended their Rohs though still not sure when it will be implemented[link] Rohs same limits as the EU, though of course without the exemption on displays that will be revoked pretty soon. Not sure where that will leave Nanosys and QD vision ...
Kuss
20 Jul 2015
Interesting to re-read the recent EU Parliament's decision on cadmium in display in particular 'Considers in particular that the justification given for the exemption in point 39(b) is based on an outdated situation with regard to the practicability of replacement of cadmium in quantum dots; therefore calls for a swift reassessment of the existing exemption in point 39 of Annex III to Directive 2011/65/EU against the conditions of Article 5(1)(a) thereof with a view to its revocation;[link] I like the words swift and revocation..
Kuss
19 Jul 2015
ooops ... TCL, Konka, Philips et al are going to be as the Americans say in a 'very bad place' ....
Kuss
19 Jul 2015
Plus the EU aren't going to extent the EU exemption on cadmium in display. So QD vision and Nanosys have a huge uphill marketing battle to win. Worse still, China's Rohs bill for comment expired on 17 June. Will they follow EU standards. If so Tc
Kuss
19 Jul 2015
I see samsung have just brought out Qdot TV UHD for around £850 or $1300 [link] The market as usual is moving much faster than the analysts can judge. Cheapest OLED from LG almost £4k The price differential is insane imo. If the rest of the TV world don't get a handle on quantum dot technology and soon they to put it politely are screwed. Bring it on Dow/Nanooco
Kuss
17 Jul 2015
The lighting news is on their website. It wasn't an RNS because Nano don't pump their share price unlike many others. Great news though. But key is Dow and its mass production of QD's. We'll hear soon enough...
Kuss
16 Jul 2015
Yes, QMM poor and not investible. No customers no credibility. So exciting now to see Nano go commercial with lighting. And the Dow factory about to start producing. The market once it senses cash generation will go nuts trying to buy Nano shares. The question is when .. I think sooner than most believe on these boards.....
