Nanoco Group - NANO Stream Log

More comments from SID from Nanoco. This time on cadmium [link]

Interesting graph for those worried about the OLED threat ... [link]

Out of the 250 million TV's sold each year only 500,000 are OLED. LG's US initial run for TV's is 500,000 surely times 5 to roll out across other major markets. So QDot already growing x5 just to LG. Got to be X20 if you include SUHD's and the other producers. And that's just in year 1 of the story. Seems Samsung is also talking about Qled. So OLED but with quantum dots as the emissive material. Next generation OLED if you like. Plus if you think Dow throw their money at anything just to see if it takes off is way wide of the mark imo.

oops link didn't work try [link]

I note Marl now have their QD lighting product up for sale 'Orion QD - Quantum Dot Linear Lighting' [link] But recall the Nanoco/Marl tie up goes back to 2011. It was only formally announced recently. Anyway, great to see this range coming to market. More to follow no doubt...

Counted about 25 jobs over the last 9 months on the Dow jobs page for their QD factory in Korea. Must be near $2 million in salaries alone. Nevermind the capital cost. Dow the only co. with a branded product ready to market, and with some of the best project managers in the world I'm confident they will meet their guidance on production etc.. This is not a share for the nervous disposition though. There again neither are the markets in general...

“Dow’s TREVISTA™ Quantum Dots bring a whole new view on color to LCD displays and we are pleased we can deliver this stunning, new technology to our customers and to the market,” said Lee. “TREVISTA™ is one example of how Dow is focused on current and future requirements in electronic materials to address emerging trends, working closely with customers to understand their product roadmaps, and meeting the performance demands of the next generation of electronic devices.[link]

Speaking at SID [link]

And sometimes it's worth reversing the question: how investable are Nanosys and QD vision and QTMM? They can't produce at scale, have to use toxins and/or haven't got any clients. The competition is Dow and Nano moving to industrial scale and the TV leaders opting for cadmium free...

Nano presently producing in 100 litre reactors. Dow will be producing in 1000 litre reactors. The price of Qd's will be driven significantly lower and supply will grow. Probably cadmium Qd's are slightly superior but only the Chinese seem to want them. They will be banned in Europe by the time products can be launched here. QTMM's share price is the same as it was in 2009. They don't have a customer yet. The market prices the weak accordingly imo.