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 ...
Why deny when the facts are out there.It's important in any investment to know what your competition is doing..SAN MARCOS, Texas -- February 5, 2015—Rapidly growing North American quantum dot manufacturer Quantum Materials Corp (OTCQB:QTMM) today announced it has begun shipping Cadmium-free red and green quantum dots in evaluation and production quantities to select leading consumer electronics manufacturers. The company has increased the uniformity and enhanced stability of its Cadmium-free nanomaterials as a result of bringing previouslyreported automated capital equipment, facility and personnel investments online. Quantum Materials is at the forefront of Cadmium-free quantum dot development and recently announced increasing production capacity to 2000Kg of quantum dots and nanoparticles per annum in Q2 2015.
That's all interesting but nothing new.Unless you can make qdots very cheaply it's no match to a process such as flexographic ( silkscreenIng process ) when it comes to speed and cost. ..unfortunately another qd company owns that IP process already.
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.