Here's a simplistic valuation with varying P/E ratios and profit margins.

I would think the licensing milestones before royalties likely have high profit margins, but I used 50 and 75% in these examples.

Key takeaway is finally a solid revenue forecast.

Revenue of $7-10 million in 2019 for India milestones. Royalties expected end of 2019.

Woot! Shareholder update, finally!

http://www.globenewswire.com/news-release/2019/01/16/1696806/0/en/Quantum-Materials-Corp-Issues-Corporate-Update.html

https://www.sec.gov/Archives/edgar/data/1403570/000149315219000688/ex99-2.htm

Mediation is a cheaper option than a full jury trial case. I see QMC trying to simply minimize their legal fees, where as K&L Gates has big pockets so why try to settle if there's a chance to win and cost QMC more money than the $300,000 they billed QMC.

Johnson county Kansas court website for L2/SBI case. Next action is in February for motion to dismiss for lack of jurisdiction.

Hays county Texas court website for K&L gates. Next action is motion to dismiss by K&all gates which is scheduled to be argued tomorrow. Also motion to move to arbitration was submitted by QMC the other day.

You could go back to August or so and likely more than double that volume.

True enough, but if we ever get back to $0.30, they’ll have $560,000.

Am I reading the trades today wrong? Was that over 1.5 million in buys?

I guess we'll know whether this happens on 1/16 when the motion to dismiss is heard.

A little mention of QMC at end of article.

https://mercomindia.com/assam-calls-develop-70-mw-solar-amguri/

All loans that I recall were convertible to shares.

Not disagreeing that announcing it would help. But, 10Q is due in 1 month. Why waste money on PR if you have the million already. If they do have the money, they don’t need additional financing for over 6 months based on their recent operating costs.

Receipt of funds from an announced deal doesn’t require an 8k.

Maybe LCDs will be around for a long time.

https://www.displaydaily.com/article/display-daily/if-one-lcd-is-not-enough-try-two

I wouldn’t read into it so much as someone getting wind of bad news. From the timing of the 1.5 million initially traded today, it would appear to be one seller. After the market open within 10 minutes nearly all of the morning 1.5 million was quickly traded. I don’t see that as a bunch of sellers, but likely only 1.

I know shareholders with millions and some with hundred thousand shares. I think the average is much less than your estimate of 1 million.

The 250 share holder number includes brokerages who have investors with accounts and shares of QTMM.

Here's one of the most recent items on quantum computers using quantum dots.

https://www.forbes.com/sites/bridaineparnell/2018/12/30/two-qubits-could-be-better-than-one-in-quantum-computing/

There is plenty of positive research or electron spin and control using qdots.

It’s quite possible that one day qdots are used in commercial q-computers.

India is starting work on building infrastructure and acquiring human resources in the first phase of its push to develop quantum computers.

https://theprint.in/science/india-sets-off-on-pursuit-of-quantum-computers-the-holy-grail-of-modern-tech/175870/

Accept we’ve seen no IP from QMC on this and have to assume they have a partner with IP to make these, especially with Nanoco filing a patent.

Not sure about that, but I do think them stating that the plant is operational is a new item on their webpage.

Maybe it was there before, but I don't recall seeing it. It could be in reference to their non-exclusive agreement with Nanoco.

I think this is new on DOW website:

Looks like QMC is working to get more investor exposure. A good thing if they are finally in the revenue generating stage.

http://www.mergent.com/docs/news-reports/2019_otcunlisted_news_20190108.pdf?sfvrsn=0

What does that mean? Pending PR?

Check out these prices on qdot TVs. Talk about price reductions from a couple years ago.

Vizio growing their qdot TV lineup.

https://www.dealerscope.com/article/vizio-ups-the-ante-on-quantum-dot-in-2019-4k-tvs/

Wow, I can say your dreams of QMC are far larger than mine.

I didn’t say it was manure. QMC needed reps and a company in India to handle the transfer of tech and payments. Like most companies, they likely needs an Indian company to conduct business there easier. Since it appears several individuals helped facilitate the deal, those people or company like gain profits off the licensing deal/fees.

I agree. Because of failed payment in Freschfield deal, I get why some are skeptical.

We are less than 6 weeks from 10Q. If they got it last quarter we’ll see it as revenue or booked as accounts receivable.

Come on! It’s clearly a shell company for doing business in India. I don’t think their webpage is meant to do anything more than give overview and possibly contact info.

Any more conspiracy theories?

QMC’s website isn’t even up to date, want to call that out as being odd?

Bogus? We’ve got multiple India media and other sources to confirm the deal. We have videos of government officials talking about Amtronics. It’s one huge conspiracy!

Not sure where you got the specifics on their Perovskite, but I couldn't find details on the production or process.

In my opinion, they could take Perovskite of a specific type or source and modify their process for application to the sheet as needed.

I clearly don't think QMC would have anything to do with this other than supplying Perovskite, if that was the case.

As an investor, I could care less whether QMC is making the solar cell or supplying the material.

If this was a potential avenue for QMC, it would be purely supply based on all the info about Oxford PV. They want to license their PPV tech to a solar manufacturer for incorporation in silcon PV manufacturing.

They do have some news on collaborating to make a PPV only solar cell.

Umm, I would think for a pilot plant for the size of cell they are making that they have their own production of Perovskite. It’s only when they go to commercial production would they need high volume.

Just pointing it out. Can’t assume anything anymore these days with QMC, but I find it a little more than coincidental that QMC decided to prove fabrication of Perovskite a few months ago. They must have had a request from someone.

Who? We’ll either never know or have to wait and see if commercial terms develop.

Now this is interesting!

https://spectrum.ieee.org/energy/renewables/power-from-commercial-perovskite-solar-cells-is-coming-soon

I wonder if they need a high capacity production method for perovskite?

http://www.qmcdots.com/press/press71.php

Interesting. So is to say someone got wind of some meeting in the Denver area between QMC and a future partner?

Doing a quick search for "quantum dot" and Denver, I only found the following near Denver: National Renewable Energy Laboratory.

Of course, Denver could have just been a neutral or convenient meeting place for some reason.

Looking at this sites Tweets, this is about 9 hours old, so it's current.

First time I've heard of this company.

https://www.prnewswire.com/news-releases/suning-to-showcase-latest-in-ai-based-smart-retail-and-smart-home-innovation-at-ces-2019-300772874.html

Wow! The number of applications listed in this program for SPIE West 2019 is amazing.

The question is how far from commercialization are some of these applications.

http://spie.org/conferences-and-exhibitions/photonics-west?SSO=1http://spie.org/conferences-and-exhibitions/photonics-west?SSO=1

Enhancing Loading Amount and Performance of Quantum Dot Sensitized Solar Cells Based on Direct Adsorption of Quantum Dots from Bi-Component Solvents

Wenran Wang, Huashang Rao, Wenjuan Fang, Hua Zhang, Mengsi Zhou, Zhenxiao Pan, and Xinhua Zhong
J. Phys. Chem. Lett., Just Accepted Manuscript
DOI: 10.1021/acs.jpclett.8b03713
Publication Date (Web): January 2, 2019
Copyright © 2019 American Chemical Society
Cite this:J. Phys. Chem. Lett. XXXX, XXX, XXX-XXX

Abstract
Intrinsically weak interaction between oil-soluble QDs and TiO2 in direct adsorption process limits QD loading and the performance of quantum dot sensitized solar cells (QDSCs). Herein, underlying chemistry and mechanisms governing QD adsorption on TiO2 were studied in order to improve QD loading and cell performance. Experimental results indicate that solvent polarity plays the crucial role in determining QD loading. Compared with single-component solvents, substantially greater QD loading can be realized at critical point (CP) of bi-component solvents, where QDs become metastable and start to precipitate. Through this strategy, average efficiency of 12.24 % was obtained for ZCISe QDSCs, which is comparable to those based on capping ligand induced self-assembly route. This report demonstrates the great potential of bi-component solvents at CP for high QD loading and excellent cell performance, as well as a platform for assembling functional composites with use of different nanocrystals and substrates.

https://pubs.acs.org/doi/10.1021/acs.jpclett.8b03713