Nanoco Group - NANO Stream Log

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.

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.

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.

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 ...

Showcased in Parliament [link]

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in particular 'Considers in particular that the justification given for the exemption in point 39(b) is based on an outdated situation with regard to the practicability of replacement of cadmium in quantum dots; therefore calls for a swift reassessment of the existing exemption in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..

ooops ... TCL, Konka, Philips et al are going to be as the Americans say in a 'very bad place' ....

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

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

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...