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Don't know of many first dates that turn instantly into marriage... takes a bit more than that for a relationship to develop. It will happen in due course not just because investors have been waiting 5 years.
Calm before the storm? GLTA
Nicely put!!
If the quality and cost continue to improve additional markets will be invigorated. Displays are only the tip of the iceberg. QMC will play a large part in moving this industry forward.
Way to go Chess. Keep up the good work. Looking forward to good news!
Probably a zealot, a cultist or combination of the 2..anyone else would be just crazy. lol
How about the fact that we have been artificially UNDERVALUED!for so long due to Posners we are finally climbing to a proper valuation..you actually believe with all the advances QMC has made over the past year that the SP doesn't merit a SP increase?
Point taken on the model comparison. I have read quite a few reviews with most giving LG OLED a very marginal edge over Samsung SUHD. Samsung has done a fine job with QDOT technology as reviewers repeatly point out the impressive picture quality. Consumers will ultimately decide who the winner will be. Seeing QDOT technology proven in the market and gaining acceptance can only strengthen QMCS position
http://www.digitaltrends.com/tv-reviews/samsung-un65js9500-review/
Pretty interesting.. I checked to see what a 65 OLED was going for http://www.bestbuy.com/site/lg-65-class-64-5-diag--oled-curved-2160p-smart-3d-4k-ultra-hd-tv-black/3429088.p?id=1219581289763&skuId=3429088
$8999.98 quite a difference in pricing. The smaller OLEDs were discounted quite substantially but not the 65inch model..curious to see how LG can continue down the road with OLED technology and not take a massive financial hit, LG is already losing big $$ on every TV they produce. Looks to me like they didn't forsee how quickly QD technology would advance and how well it would function.
Looks like QMC is aligning itself with reputable companies to take them to the next level.
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Steve has consistently targeted goals of 100KG per day. Yes I realize that is due primarily to the large quantities needed for a gigawatt solar plant. In this eventual situation a reactor placed at construction source will be a huge benefit.
”Our goal from the onset has been to achieve a production rate of 100kg per day with a 95% or greater yield,” according to Stephen Squires, Founder and CEO of Quantum Materials Corporation. He added that “with this breakthrough QMC has coupled two disruptive technologies resulting in the potential to now achieve that goal.”
I supposed I will have to say it again
"Quantum Materials’ patented continuous flow process does not require the massive and costly factory construction used by competitors to scale production and also allows the company to locate production facilities at or near large-scale customers’ production sites, simplifying their supply chain management and eliminating the logistical challenges of shipping sensitive materials across borders."
However little you seem to think it matters obviously Steve and his team think it is of significant value maybe not today but in the near future.
Whatever you may think the company obviously feels differently... from a recent company PR
"Quantum Materials’ patented continuous flow process does not require the massive and costly factory construction used by competitors to scale production and also allows the company to locate production facilities at or near large-scale customers’ production sites, simplifying their supply chain management and eliminating the logistical challenges of shipping sensitive materials across borders."
I don't belive it is as easy as you think to ship the quantities they are expecting metric tonnage doesn't fit in a overnight package.
Couldn't agree more.. great post.
Fun little article..How much would Forrest Gump's Apple stock be worth today?
http://www.macworld.co.uk/news/apple/how-much-would-forrest-gumps-apple-stock-be-worth-today-3370113/
Can you provide a link to that observation please. As far as I knew it is a fully functional reactor upon leaving Access2flow.
Do you even know the facts? Apparently not.That PowerPoint is old..NDAs have also grown considerably.
SAN MARCOS, Texas -- April 22, 2015 – Leading North American quantum dot manufacturer Quantum Materials Corp (OTCQB:QTMM) today announced it is taking early delivery of a new quantum dot (QD) production system over eight times larger than its current installed capacity. The new continuous-flow process equipment will increase production capacity by 2,000 kilograms (2 metric tons) and fits within a wet lab at its headquarters in San Marcos, Texas. Quantum Materials’ patented continuous flow process does not require the massive and costly factory construction used by competitors to scale production and also allows the company to locate production facilities at or near large-scale customers’ production sites, simplifying their supply chain management and eliminating the logistical challenges of shipping sensitive materials across borders.
As stated in today’s release QMC’s management team will be at the SID “Display Week 2015” Conference all this week in San Jose, CA where they will be launching QDX™ and meeting with some of the globe’s largest and most influential consumer electronics groups/VAR suppliers to this multi billion dollar industry.
8 out of 751 members?
Looks to me like a purchase of shares. Not part of a salary package. FWIW your Nanoco news was so great that they are down today.. so much for the uplisting.
Maybe I'm missing something here but didn't we just get a second reactor in house that can produce 2000 metric tons? As I see it Steve is meeting the market as it is developing.. next couple months will be critical for contracts I completely agree with that but to call QMC a science fair experiment? How about a moratorium on sarcasm and cynicism?
Cost of Dow facility.
http://www.michaelwalters.com/stories/news.phtml?num=4300
Laying out four strands of business strategy is ambitious. It demonstrates the enormous potential in Nanoco, but perhaps takes a look over the shoulder, fearing a potential bidder. Right now, Nano is effectively a one product business relying on a single supplier (the group's Runcorn manufacturing is relatively small) with global resources. Dow is spending $400m on the production plant in Korea, not far short of the current market value of the whole of Nano. The sooner the company can sign up other major partners in other significant markets, the better.
Thanks Bill for that great contribution. Solid well thought out post is refreshing.
2 metric tons of QDots in a wet lab space! Competition needs 12 scientists working on a "automated" beaker line to produce a "concentrate" mix. Also as stated below no costly factory construction costs and also the ability to place reactors at point of site. And no this isn't a post meant to bash the competition I'm just trying to emphasize why QMC is in a strong position to close deals based on what we know. I realize unless QMC PR's a contract some people will never be happy but IMO Steve is meeting the market as the demand is and market is arriving. This is a big step forward! congratulations QMC team!!
Quantum Materials' patented continuous flow process does not require the massive and costly factory construction used by competitors to scale production and also allows the company to locate production facilities at or near large-scale customers' production sites, simplifying their supply chain management and eliminating the logistical challenges of shipping sensitive materials across borders.
Really interesting that LG is branching other product lines to include quantum dot displays. Curious as to what this means for their determination to develop OLED.
As you always like to point out the market will dictate the importance of announcements. Nanoco share price has dropped since the grant PR, looks like investor response is telling...
What did you bring to the board exactly regarding Mr Squires? Instead of vague insinuations let's hear it. Also in case you or Wynns didn't realize it a CFO is not responsible for the operations or direction of a company. Also to be clear Mr Lindberg left a year before restructuring and bankruptcy filings.
Dow Chemical to face financial setbacks in Korea
By Park Jin-hai
Dow Chemical is under pressure to deal with financial troubles in its Korean businesses after its strategic plans were put on hold due to issues with two major Korean clients.
Hanwha Chemical and Samsung Electronics are blamed for negative impacts on Dow’s bottom line, said officials, Sunday.
Dow’s bid to unload its less-profitable basic chemical division to Hanwha Chemical failed after Hanwha walked away from the discussions, last week.
Analysts say that the 5-trillion won acquisition price has weighed on Hanwha which has also been on the process of a merger with four Samsung Affiliates.
Dow planned to spend more to strengthen its high-yielding electro materials business with the money from the sale of its chemical division.
Another blow followed after Samsung Electronics dropped using Dow’s patented cadmium-free quantum dot materials in the manufacture of TVs.
The Samsung decision means that Dow will now collect lower royalties in Korea because LG Electronics also intended to renew licensing talks with the U.S.-based chemical giant.
close
Since September last year, Dow has been on track to build its first plant to mass produce quantum dot materials in Cheonan, South Chungcheong Province.
Dow Chemical representatives in Korea weren’t available for comments.
On a related note, Dow in March announced that it will separate a portion of its century-old chlorine business and sell it to its rival Olin Corp in a $5 billion deal as part of efforts to shed low-margin assets.
Instead, it has recently appointed a young technician-turned businessman Kim Sea-il to head its electronic materials global business division.
“Many give positive sales figures for quantum dot material used int the LCD TV market,” said Jimmy Kim, an analyst at the IHS Technology group, in a note to clients.
“But, under the current high cost system, I don’t see output growing as fast as others do,” the analyst said.
http://m.koreatimes.co.kr/phone/news/view.jsp?req_newsidx=176558
High cost of production is proving to be Nanoco/Dows downfall. QMC's flow process will bring us to the forefront. Big blow to Nanoco.
http://cinemaacasalatine.blogspot.ca/2015/04/i-was-wrong-quantum-dot-tvs-really-are.html
Review of the new Samsung TVs has been very positive all fronts. Look out OLED
LOL, propaganda? Just to be clear I didn't write the article. The only point I would like to make is there is still lots of time in the game for QMC to be a winner. Have a look over on Nanoco message boards and check investor confidence...no different than here.. when they are revenue positive I will conceed that they are ahead of us until then they could be the next Solyndra. They are competition, that was the purpose of the post.
Steve Squires new YouTube video.
Quantum Materials - Enabling the IoT with Quantum Dots:
When contracts are announced and QMC SP jumps a few 1000% it will look pretty darn nice even if averaged over a 5 year period.
And that opinion is based on...? another great post with lots of research to back it up. Thanks once again for the typical contribution.
To the doubters our there. Go ahead and question my belief but how about two research powerhouses: the Perimeter Institute for Theoretical Physics and the Institute for Quantum Computing (IQC) at the University of Waterloo. QMC is positioned to be a key contributor to this technology moving forward. Getting in on the ground floor will pay dividends (literally)
http://m.theglobeandmail.com/report-on-business/rob-commentary/canada-leads-in-the-race-to-create-quantum-valley/article22539440/?service=mobile
Over 30,000 KGs are required by 2016..Where are these amounts going to come from? Look at all competitors and figure it out..it will not come from one source and they will buy from whoever can achieve the best in price and quality. .that is basic business.. we WILL be a supplier..zero doubt.
I should know better. Oh well, here goes: typical condescending attitude, as I said in my post "we can agree to disagree"
A.) "There are so many applications utilizing quantum dots as we move forward."
- You are correct that down the road there could be a large number of applications that will utilize QD's and other QMC materials. Maybe a few of these will be commercialized over the next 5 years. With the exception of lighting and solar (each with their own technical barriers to overcome, e.g., stability), there are not any that come to mind that will be as large as the display market of the next few years.Once again this is your guess vs mine I don't believe SSL or solar will be 5 years down the road the amount of quantum dot material necessary will make displays only a small portion of the market. All I am trying to express is that we are not limited to one sector
The global QD market is expected to grow from $316 million in 2013 to $5,040 million in 2020 at a CAGR of 29.9% for the analysis period (2013-2020).
Quantum Dots Market, by Application
Health Care
Flow Cytometry
Biological imaging (in-vitro, in-vivo, and so on)
Drug Delivery
Cell Tracking
Photodynamic Theory
Quantum Computing
Optoelectronics
Quantum Optics
Security & Surveillance
Energy
Quantum Dots Market, by Products:
QD Medical Devices
QD LED Displays
QD Lasers
QD Solar Cells
QD Chips
QD Sensors
QD Lighting
Quantum Dots Market, by Raw materials
Cadmium Selenium
Cadmium Tellurium
Non Toxic (Cadmium Free)
Others (InAs, InGaAs, PbS, and so on)
Quantum Dots Market, by Geography:
North America
Europe
Asia Pacific
Rest of the World (Latin America, Middle East and Africa)
B.) "Recent share price predictions by fellow board members are focused on the display market but lets not forget all the other avenues quantum dots will be used for going forward."
- As I said, my conservative model is driven by QMC's production capacity. It's the only variable where we have a confirmed number- 2,000 kg. The company themselves is on record as saying their expansion is for the display market. Are you suggesting they are intentionally misleading us?Maybe you missed this portion of the most recent PR. SAN MARCOS, Texas, January 6, 2014 - Leading North American quantum dot manufacturer Quantum Materials Corp (OTCQB:QTMM) today announced it is increasing production capacity to 2000 kilograms (2 metric tons) of quantum dots and nanoparticles per annum in Q2 2015. The Company is able to leverage short development timelines to plan for increasing quantum dot production and anticipates further production expansion during the remainder of 2015.
C.) "IMO we will not be waiting years for further avenues and continued addition of larger reactors."
- My words were "high volume avenues," not "further." And, I never commented on additional reactors.
D.) "...I see this as a huge indication that the market for quantum dots has arrived."
- Well, the display market appears to be arriving. With respect to kg and dollars, it may be the dominant segment in the overall QD market for the next several years. And thus, the large TV display market may essentially be the QD market. I'm not sure why QD's success in displays has any impact on its success in security inks, nanobio, etc. That is a leap I don't understand. The end use property requirements are all different.the market.. a market .. customers to sell product to that is what I was referring to as the market has arrived
E.) "Also have to take issue with the notion that the 3D printing Virginia technology will "fade away" why would they let this happen?"
- My words were, "... it is possible that in four months the 3D printing/anti-counterfeiting technology may just fade away." That is a logical possibility considering QMC has an "option" on the IP and chose to "evaluate" it for 12 months to determine whether or not this specific invention can be successfully commercialized, i.e., profitably. The company may have used the agreement for added visibility via a press release, but it would be remiss of us to ignore the limited investment ($10K) and commitment they made 8 months ago. They are test driving the IP. What additional information do we have to conclude it is worth carrying on and making a full investment? As I said we'll know more soon..one again are you trying to make something out of nothing? four months before it expires and you already are questioning the IP? Why don't we wait until it expires and then raise the issue IMO there is no need to raise unwarranted concerns
I suppose we will have to agree to disagree. IMO we will not be waiting years for further avenues and continued addition of larger reactors. A year ago would you have guessed Samsung would abandon OLED and move to Quantum dot technology across the majority of their product lines? All major display manufacturers are moving towards this tech I see this as a huge indication that the market for quantum dots has arrived. Expect the unexpected is my view. Also have to take issue with the notion that the 3D printing Virginia technology will "fade away" why would they let this happen? Negative thinking with no basis on fact IMO. I think you are trying to create something out of nothing. I haven't seen any evidence of QMC losing IP that they have secured to date.
There are so many applications utilizing quantum dots as we move forward. Recent share price predictions by fellow board members are focused on the display market but lets not forget all the other avenues quantum dots will be used for going forward.
http://www.zmescience.com/science/physics/microwave-laser-quantum-computer-052534/
Nanosys - 120 employees QMC - 14 Nanosys 60,000 sqft facility QMC - 6000 sqft. We can produce for substantially less Nanosys overhead is 10X what QMC is.