Nanoco Group - Re: NANO Stream Log - Easy to be negative, but...

Global production capability is more than a ton at the moment.Nanosys at 25 tons concentrate which is about 10% qd content or 2.5 tons cdse qd.QDV unknown but are making enough for their own edge lit product.QMC at 2500kg capability and Nanoco Runcorn facility at 50Kg capability.Either way the forecast for materials will increase as more products enter the mainstream markets it just comes down to what piece of the market each player will get.That will be determined over the month's and years ahead IMO.

Easy to be negative, but in the real world, Dow's factory weeks away from production and Qdots starting to appear across multiple industries. 71 tonnes needed in 4 years. Global production less than a tonne at the moment. Seems a reasonable bet to me. The financial mets only care about cash generation and its sustainability. Also got 7% short position to close. Hope there's enough to buy at this level ...