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.
Seeding process will always be the limitation issue going forward...unless you think bigger is better. ..think Capex ....as far as the CFQD statement ...wasn't it Nano that has stated they are they only CFQD makers ??? And now you openly admit there are others ...speaking of leaky statements...only helping you understand there is more than one public company to bet on ...if your all in on Nano I wish you well...
Your due diligence is very poor.There us much more than one Web page for their site which I linked earlier and you chose to ignore.As far as Evident ..they are not doing anything in the area of mass production of QD ...read their latest PR.Samsung is not a producer of QD and as they stated they are looking for sources for qd.They stated Nanocos product wasn't up to par and passed on it..that should be a red flag! .If you think 50Kg makes you a world leader in a market you say needs tonnage then there is another red flag.As far as contracts ...show me the revenues Nano has made from selling product for the Dow deal ...and don't use milestone payments as revenue when doing so.I believe LG is also looking for multiple suppliers much like Samsung so don't think Nano doesnt have competition in the area of CFQDs.Reality is the market is reacting yo dekat and delay from Nano ....you can only string investors along for so long ...
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