Nanoco Group - Re: NANO Stream Log - I've been following QD development...

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18:59 10/08/2015

I've been following qd development for 8yrs ..
Nanoco has claimed forever they were they " only " manufacturers of CFQD.It now seems they changed their tune only recently on their Web site and now changed it to "claim" ...."Nanoco leads the world in the research, development and large-scale manufacture of heavy-metal free quantum dots and semiconductor nanoparticles for use in displays, lighting, solar energy and bio-imaging"...As you stated claims are only good unless you provide the proof..let's see what their next audited filing shows for revenues fromthis mass production and sales your talking about.

18:17 10/08/2015

I've been following QD development for more than 3 years. There are many companies who can produce cadmium free quantum dots. Nano have never claimed they are the only company capable of producing cadmium free. Nanosys can do it, Storedot can do it, QTM can do it, Hansol chemical can do it ... I can list more if you're interested. The difference has always been a question of how good they are and how scalable the process is. Nanoco at runcorn are presently producing from 100kilo reactors. Dow have build 1000 kilo reactors. It's called a kilo lab and is based on Nanoco's kilo lab design. Molecular seeding allows you do do that. My question is how big can these reactors get. Could they do a 5 tonne reactor? I have a diversified portfolio but for Quantum dots I have only invested in Nanoco and the reason is Dow and their $200 million capex investment and huge contract from LG. Plus the industry which is growing exponentially. Plus Dow have built their factory and are going into production in a matter of weeks.

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