Kuss
09 Jul 2015
mcro
Kuss
09 Jul 2015
The only company apart from Nano that is producing cadmium free QD's commercially is Samsung. Nano have said they are producing commercially from Runcorn awaiting production to start from Dow. The Dow factory has just been commissioned, which is a pre-production procedure. Commissioning will take 4-6 weeks. I would hope to see production start round Sept, which is a little behind schedule but still in time to supply LG's TV needs for the US market. That english.etnews article is nonsense. No way can LG produce cheap OLED UHD TV's. The global TV market needs to be distinguished from the UHD market which is soaring. Why have most TV manufacturers brought out QD TV's this year. Apart from Samsung, all containing cadmium, which will be banned in the EU and probably China in the next 12-18 months. Plus nano via marl have just released the first QD LED lighting product. The financial markets are unpredictable though and until Nano starts earning cash the share price will continue to be volatile....
Kuss
08 Jul 2015
Sad the way some will do anything to make a few pounds. It's a short life, try to live it with a bit of integrity. Are we animals or humans. Nano has delivered on its objectives. Dow is on board. The market is there.
Kuss
04 Jul 2015
Nano's USP was never just cadmium free. There are many companies that can make cadmium free QD's. Nano's USP was cadmium free at scale. Previously this was just a hope, but with the commissioning of the Dow factory after almost a year of work it has now become a reality. Nano have made it clear that they are already producing full out for their customers. Dow will produce at much larger volume for these customers when it starts production in a month or so. The scale of production will greatly reduce the cost of cadmium free QD's leading to more take up in a rapidly growing industry. AUO, Sony and Sharp yet to say who they will be buying QD's from. The EU isn't going to allow the extension on cadmium QD's that's quite clear from the recent vote in parliament. Maybe the cadmium based QD TV;s have got 12 months grace. They will be looking to shift supply imo. Plus the Chinese are adopting the Rohs framework in full making even the Chinese market closed to cadmium QD's. LG's first cadmium free QD TV's to be launch in September in Korea. These will contain QD's produced at Runcorn. Quality sampling of Dows Quantum Dots will be taking place in the third quarter, which has just begun. How many possible clients will be sampling these is the question. Plus Marl is increasing it's range of QD LEDs. This is the first mass produced QD LED and is very exciting. Next will be OSRAM. Their development agreement with Nano expires in September. Nano have increased their head count by 10% in the last 3 months, mainly production employees. I remain fully invested in Nano..... Kuss
Kuss
01 Jul 2015
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
Kuss
01 Jul 2015
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....
Kuss
30 Jun 2015
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]
Kuss
30 Jun 2015
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.
Kuss
25 Jun 2015
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]
Kuss
24 Jun 2015
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.
Kuss
23 Jun 2015
nanoco
Kuss
22 Jun 2015
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.
Kuss
21 Jun 2015
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]
