Highlights from a Recent November Interview with Toshi Ando by Investor Sunyn75
I am back today from my business trip to Texas, Ft. Worth/ San Antonio and made an UN-announced trip to Star Park.. Presenting myself to the front desk, I asked for Mr. Squires and told them who I was. A few moments later Toshi Ando came through the door and we greeted each other. Proceeding to a large meeting room we sat down and began our discussion of QMC for the next 45 minutes one on one un-interrupted , Toshi began by saying Mr.Squires could not join in as he was at another site. Our discussion was positive and fruitful.
They had met with representatives from the largest film manufacturer in that meeting room recently. I added the recent announcement of increasing production from 2 metric tones to 4 adding that no manufacture of bottle caps or paper clips would do that without a firm commitment and demand/obligation. to warrant the doubling of any production increase.
I asked if there was a road map to relocating from Star Park to another location? Toshi responded "Yes" we will be increasing production to 7 metric tonnes and we cannot accomplish that without moving, this site is primarily a R&D site with some manufacturing but is to small to meet the 7 tonne manufacturing
Toshi submitted all of the film and chemical manufacturers that had sat in this meeting room, conceded their "Intel" verified QMC was performing and delivering much more than any other Quantum Dot Manufacturer.
The key "Is BLUE" Cadmium free Quantum Dots.. I interjected that I
had been beating that drum pretty hard how nasty cadmium really is. Toshi added that China is adopting the same position as the EU on the RoHS compliance standard.
Another key element is the 500 degree temperature tolerance.. The closest to that by another QD mfg is much less. I tossed out there on the table the closest was some 40% to 50% less on the temperature threshold.. I
submitted while at General Electric, we had some "High Temperature"applications we developed the upper limit and backed that off by 25% and called that "Our 100% Heat Limit" threshold, he nodded..
We talked more Globally, Solar will be absolutely Huge . Saudi Arabia is back on the table with photo voltaics. We acknowledged the changes for the Crown Prince on how forward thinking he is. We discussed the positive changes for China with President Chi and President Trump's trip to Asia this week.. We discussed the market penetration into India and some obstacles that Tim Cook Apple's CEO had with negotiating with theGovernment of India to manufacture the I'Phone ".
Toshi acknowledged I know a lot about their business and much appreciated my background that assisted in such an open and informative dialog. He was very excited about what will be demonstrated in January 2018, it will be fantastic.
I asked on the status of the some Approximate 35 "NDA'S" yet to be heard from...He simply Smiled....I guess we all wait and see
In closing, it was my honor to meet with Toshi Ando and the gracious giving of his valuable time and commitment. ing you and other Investors who have been here awile.
