Nanoco Group - Re: NANO Stream Log - Nano's USP was never just...

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