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Nanoco Group PLC (LON: NANO) had its buy rating reaffirmed by analysts at Canaccord Genuity. They currently have a $4.22 price target on the stock.
http://zolmax.com/equities-research-analysts-ratings-reiterations-for-april-8th-axm-ddd-gem-grl-hcm-ipp-lnd-nano-poly-pto/54455/
QMC = $.08 SP? Nanoco = $4.00SP?
We have the superior technology, just need a JV partner and IMO we are on our way.
QLED market forecast reports mass production of commercialized quantum dots is a game-changer
03/28/2013
http://www.electroiq.com/articles/sst/2013/03/qled-market-forecast-reports-mass-production-of-commercialized-q.html
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Quantum dots will cascade into the marketplace. They offer lower cost, longer life, and brighter lighting, according to WinterGreen Research’s new study Quantum Dot and Quantum Dot Display (QLED) Market Shares, Strategy, and Forecasts, Worldwide, 2013 to 2019.
“The commercialization of quantum dots using kilogram quantity mass production is a game-changer,” said Susan Eustis, WinterGreen analyst. “High quality, high quantity and lowest price quantum dots increase product quality in every industry. The rate of change means speeded products cycles are evolving.”
Once manufacturers learn to integrate higher efficiency luminescent quantum dots into their products, each vendor will need to follow or dramatically lose market share, reports WinterGreen. This level of change brought by quantum dot and quantum dot displays (QLED) represents a new paradigm that will create new industries, products and jobs in science and industry. The list of possible quantum dot applications is ever expanding. New applications are waiting for the availability of more evolved quantum dots.
Quantum Dot LED (QLED) commercial focus has remained on key optical applications: Optical component lasers are emerging as a significant market. LED backlighting for LCD displays, LED general lighting, and solar power quantum dots are beginning to reach the market. Vendors continue to evaluate other applications.
Quantum dots QDs are minute particles or nano-particles in the range of 2nm to 10nm diameter. Quantum dots are tiny bits of semiconductor crystals with optical properties that are determined by their material composition. Their size is small to the nanoparticle level. They are made through a synthesis process. QD Vision synthesizes these materials in solution, and formulates them into inks and films. Quantum Dot LEDs (QLED) enable performance and cost benefits.
The quantum dot cannot be seen with the naked eye, because it is an extremely tiny semiconductor nanocrystal. The nanocrystal is a particle having a particle size of less than 10nm. QDs have great potential as light-emitting materials for next-generation displays with highly saturated colors because of high quantum efficiency, sharp spectral resolution, and easy wavelength tenability. Because QDs convert light to current, QDs have uses in other applications, including solar cells, photo detectors, and image sensors.
QLED displays are anticipated to be more efficient than LCDs and OLEDs. They are cheaper to make. Samsung estimates that they cost less than half of what it costs to make LCDs or OLED panels. QLED quantum dot display is better than OLED. It is brighter, cheaper, and saves more energy. Energy-savings is a strong feature. Its power consumption is 1/5 to 1/10 of the LCD's Samsung offers now. Manufacturing costs of a display are less than half of OLED or LCD. It has a significantly longer life than the OLED.
QLED quantum dot display uses active matrix to control the opening and closing of the pixels of each color. Quantum dots have to use a thin film transistor. Emission from quantum dots is due to light or electrical stimulation. The quantum dots are able to produce different colors depending on the quantum shape and size used in the production of materials.
Dow Electronic Materials, a business unit of The Dow Chemical Company (NYSE: DOW) and Nanoco Group plc (AIM: NANO) have a global licensing agreement for Nanoco's cadmium-free quantum dot technology. Under the terms of the agreement, Dow Electronic Materials will have exclusive worldwide rights for the sale, marketing and manufacture of Nanoco's cadmium-free quantum dots for use in electronic displays.
It just keeps building. Big players at Techconnect. Can't wait to see what unfolds in the near future. Steve is looking for the right joint venture agreements to propel us forward.
Sully I'm not trying to be rude at all, it's just I see tetrapod quantum dots as a material not a one off invention that the military could aquire and keep under wraps. If we aquire a military contract it will be for a application they have developed that will use our ability to mass produce. I'm okay with a black truck backing up monthly with a few 100 kg of dots getting shipped out. Don't really need to know what it's being used for.
Lol, are you afraid of this actually happening? Come on people this is POSITIVE news. Steve had a 5 year plan. Not everything in life goes exactly as you plan, this is going to happen we have seen many positive signs recently. Makes me laugh when people demand the company "show me the money" what does QMC owe you? I see the last PR as a big confirmation of what the company has been stating.
I more of a glass half full type, I take it as a positive. Don't take everything personal, there are a few here who have predicted years away.
Not 3-5 years away people... 2013 for commercial production. IMO deals are immenant. The waiting has been specific samples being requested, filling those orders and customers confirming their quality and use in applications.
Excerpt from Swamp Angels post
"It was stated and commented upon that Company at this time has no private facility. Final-stage negotiations are underway with 2 U.S. states for the best economic-development inducement packages to locate there. It was also stated that Company has no need for a large centralized production plant: that the business plan foresees product to be made on-site for various large-quantity customers as needed. It was stated that once a location is settled upon, the flagship 3000 square foot offices/production facility capable of several kilograms output per day and would need approximately $1,500,000 and 18 months to become operational. It was noted that several Joint Venture offers to fund a such a facility have been turned down as not in shareholders’ best interest. A new possible source for that funding was developed at the meeting. "
Perhaps by Nanoco leading the way better funding opportunities are becoming available to Steve. I see Nanoco's SP as a huge positive. Deals that are structured now could have huge ramifications on future revenue when the Qdot market expands as predicted. We can easily jump from $. 08 - $3 on one major deal and announcement of a facility. Many of us are frustrated by the long wait, but ask yourself if you were presented this opportunity today with all the upside would you invest again. I feel this will be an incredible ride in the near future.
GLTA
Nobody forced you to purchase shares. Nanoco 10 years in the making, QMC less than 1/2 that. Reevaluate your expectations. Qdots are an emerging market. In for the long haul here.
What does 6 people showing up at the shareholder meeting have to do with anything. The vote passing shows confidence by the majority shareholder/Debenture holders. Looking forward here.
I was only responding to your one sided post.
Your first post only painted 1/2 the picture. From my perspective it's good to know solar is only one of many avenues to revenues.
Thanks Hawk, appreciate your contributions. Same thoughts here, didn't mean to repost old news.
Nanoaxis patent publication Feb 7 2013
http://www.google.com/patents/US20130035258?dq=Nanoaxis&hl=en&sa=X&ei=Yts9UeSSM8yzqQHV-oGYCA&ved=0CEIQ6AEwAg
Maybe you can take your own advice and not label people as "evangelists" just because they are bullish on a stock. I don't consider my research to be blind faith as you imply
Guess what... I agree with Crunch on this one. lol
What can I say I appreciate Crunchs POV. He states the facts and doesn't post the same things over and over, not like some here that throw crap against the wall and hope it sticks. You must be really bored to comb through posts to check when I have agreed with Crunch. Lol..
I think most here could be diagnosed bipolar, lol. We have made progress, final step is contracts, Steve and company just spent the week at Tri-Con conference, they are working hard on our behalf and I belive we will be richly rewarded. Nanoco with one deal and 2KG worth of sales and look where they are. Getting out now would be like quitting a race with one step to the finish line. Stay with it everyone so close now! GLTA
We may not have the patent for continuous flow but Access 2 Flow does and we have exclusive rights to that technology through agreements with them.
CEO of Nanoco at 69 as a keyman in a startup company is not comparable to Warren Buffet sorry. Heinz will continue just fine if Buffet puts his feet up, not so with Nanoco. I agree with Crunch, it would effect my investing decision.
Like I said, I'll just go with what I know, if this technology is able to print at 300 meters per minute and it makes our solar panel the lowest LCOE available we will attract business. If companies are infringing it will only be a bonus.
From QMC'S website
Printing Technologies Flexibility
Dr. Ghassan Jabbour, QMC’s Chief Science Officer and Director of the Solar Center at KAUST developed quantum dot printing technologies for which we are granted the exclusive worldwide license by University of Arizona Regents. This broad patent directly affects and makes possible multiple printing applications for continuous high speed roll to roll silk screen printing, rotogravure and flexography at rates of hundreds of meters per minute. We are developing various inks making best use of our QD for different printing applications. Processes for curing, lamination and die cutting of one meter wide printed product are part of the production line. Our subsidiary, Solterra Renewable Technologies is developing a solar cell using this patent and other proprietary intellectual properties.
Joint Venture Partners
It’s a new business world today, and businesses are working together combining their expertise to speed development of new products. QMC is inviting proposals for joint venture agreements licensing our mass-production quantum dot and/or printing technologies for your product’s commercialization. We intend to form partnerships either for joint development of technology or through favorable supply agreements.
QMC is bringing this technology to market years ahead of expectations. As our story becomes known, we believe acceptance within many vertical industries will be widespread. Early adopters will have a key marketing advantage in their industry or territory.
Quantum Materials Corporation, with its’ subsidiary, Solterra Renewable Technologies, has assembled a technology portfolio that includes an exclusive international licensing agreement with Rice University for the manufacture and sale of quantum dots for photovoltaic cells and for electronic and medical applications, and an exclusive international licensing agreement with the University of Arizona Regents for their printing technologies to produce low cost, high-volume printed R2R processes. Our various printing technologies are perfectly matched to our quantum dot’s capabilities and characteristics. Depending on the application, R2R silk screen process, rotogravure, flexography and inkjet quantum dot printing processes are available now with specialized QD inks adapted to each process. Commercialization of projects that you may have dreamed to be possible in ten years become real today, with a ready supply of our tetrapod quantum dots.
Cost Plus Percentage and Royalty Agreements
For those business or industrial products not requiring a continuous supply or large quantities of tetrapod quantum dots, we will entertain proposals for kilogram quantities on a cost plus percentage or royalty agreement. There are many products which might use small quantities of QD, i.e., quantum lasers, which at the same time immeasurably add to the product’s capabilities and value. These types of agreements would recognize the contribution of QMC Tetrapod QD to the product.
Mass-Production of Thin-Film PV Quantum Dot Solar Cells
QMC's subsidiary Solterra Renewable Technologies has the parallel objective of revolutionizing the solar cell industry by being the first solar cell maufacturer to be able to offer a solar electricity solution that competes on a completely non-subsidized basis with the price of retail electricity in key markets in North America, Europe, the Middle East and Asia. Solterra's primary focus will be to combine QMC's CdSe Tetrapod Semiconductor Quantum Dots with our proprietary Roll to Roll quantum dot printing processes. Quantum Dot printed solar cells are very cost-effective (since material is only deposited in the required areas) and can be performed with fewer steps at lower temperatures suitable for flexible plastic substrates. Continuous R2R processes can produce 1 gigawatt of solar cells per year running at the relatively modest speed of 100 meters per minute for one 8 hour shift. Depending upon project requirements, an additional 2-3 work shifts plus scale-up to 600 meters/minute are well within possibilities. The economies of scale from a single production line operating at high output are perfectly suited to quickly supplying large solar farms. Clear LCOE advantages over CSP and silicon panel technologies can be readily ascertained.
Mass-Production of Printed Electronics
While Solterra will be dedicated to R2R Solar Cell Printing, QMC will adapt the same R2R quantum dot printing presses for printed electronics via high speed silk screen process, rotogravure or flexography. Electronic devices and circuits can be made by printing solution-based materials onto flexible substrates in layers with different functions and with high precision. Possible devices might be photovoltaic cells, an emissive or reflective display, a battery or any combination of electronic components. Materials and manufacturing costs become lower and high customization becomes feasible. Printed quantum dot electronics will create new applications that are lightweight, robust and with production costs suitable for disposable electronics.
If the patent protects our technology and ability to R2R solar panels and oled screens we will have companies coming to us for JVs, why wouldn't they? anyone that infringes on our patent will eventually have to pay up. I'm sure we would need a patent lawyer to review each situation individually, trying to form an opinion at this point would be virtually impossible. Welcome your comments.
We have a superior product and the ability to mass produce.. IMO joint ventures and revenue are immenant. The next few months should bare fruit.
QMC has not deviated from its business plan.
From recent filing
Business Overview
Quantum Material Corp. is a start-up solar technology and quantum dot manufacturing firm. We perceive an opportunity to acquire a significant amount of both quantum dot and solar photovoltaic market share by commercializing a low cost quantum dot processing technology and a low cost quantum dot based third generation photovoltaic technology/solar cell, pursuant to an exclusive license agreement with William Marsh Rice University (“Rice University” or “Rice”). Our objective is for Quantum to become the first bulk manufacturer of high quality tetrapod quantum dots and for Solterra to be the first solar cell manufacturer to be able to offer a solar electricity solution that competes on a non-subsidized basis with the price of retail electricity in key markets in North America, Europe, the Middle East and Asia.
Competitors are pursuing different nanotechnological approaches to developing solar cells, but the general idea is the same for all. When light hits an atom in a semiconductor, those photons of light with lots of energy can push an electron out of its nice stable orbital around the atom. The electron is then free to move from atom to atom, like the electrons in a piece of metal when it conducts electricity. Using nano-size bits of semiconductor embedded in a conductive plastic maximizes the chance that an electron can escape the nanoparticle and reach the conductive plastic before it is "trapped" by another atom that has also been stripped of an electron. Once in the plastic, the electron can travel through wires connecting the solar cell to an electronic device. It can then wander back to the nanocrystal to join an atom that has a positive charge, which scientifically is called “ electron-hole recombination”.
A quantum dot solar cell typically uses a thin layer of quantum dot semiconductor material, rather than silicon chips, to convert sunlight into electricity. Quantum Dots, also known as nanocrystals, measure near one billionth of an inch and are a non-traditional type of semiconductor. Management believes that they can be used as an enabling material across many industries and that quantum dots are unparalleled in versatility and flexible in form. See “Note 5” regarding License Agreements with Rice University.
Quantum intends to design and manufacture solar cells using a proprietary thin film semiconductor technology that we believe will allow us to reduce our average solar cell manufacturing costs and be extremely competitive in this market. Quantum will be one of the first companies to integrate non-silicon quantum dot thin film technology into high volume low cost production using proprietary technologies. Our objective is to become one of the first solar module manufacturers to offer a solar electricity solution that competes on a non-subsidized basis with the price of retail electricity in key markets in North America, Europe and Asia. Management believes that the manufacture of our thin film quantum dot solar cells can introduce a cost effective disruptive technology that can help accelerate the conversion from a fossil fuel dependent energy infrastructure to one based on renewable, carbon-neutral energy sources. We believe that our proposed products also can be a part of the solution to greenhouse gases and global warming.
Okay, so then explain Nanoco to me? They are worth $500 million? You will never convince me the market always gives accurate depictions of a company's worth.. Like you said there are a lot of unknowns. IMO QMC's R2R and Tetrapod patents alone have more value than what we are sitting at.
I feel the same as Crunch, I think it's as simple as us being undervalued and Nanoco being overvalued. Good for you for managing to turn a profit on Nanoco, I have nothing personal against them at all but they are a measuring stick to compare QMC against.
I know it sounds crazy to some waiting 3 years, but the market for QDots is just at the beginning stages. There are so many uses its staggering. Companies like Sony and Dow are setting their sights on this technology and it will only focus more attention on us. We know our mass production technology and qdot is superior. Patents are in place. Our BODs resumes speak for themselves. I guess you can call me crazy but I feel positive. I don't feel as though any positive thoughts I have expressed have been misleading to investors coming here for their DD. I bought shares in QMC because I honestly believe this will be a once in a lifetime opportunity.
I'm a BC resident and it's my understanding that the CTO affects buying only. So if you are eager to get out it is possible.
Can BC residents who are not insiders sell cease-traded securities into foreign markets?
In certain circumstances, the BCSC allows BC residents who are not insiders to sell securities of cease-traded issuers into foreign markets. Generally, we grant this relief in circumstances where the BCSC issued the cease trade order for failure to file financial or related disclosure records. The conditions to the relief are contained within the cease trade order itself. For cease trade orders issued prior to February 13, 2003, the relief and its conditions are found in BC Instrument 57-501 Partial Variation for Cease Trade Orders of Certain Issuers.
Thanks Crunch, I agree, that's why feel so positive about our situation here. There are so many avenues to revenues. Just one announcement and even if we reach Nanoco PPS I think we will all be happy.
Instead of throwing out blatant unfounded accusations why don't you tell us what SOPs that the CEO and BOD have ignored and or disregarded? Facts are appreciated.
Thanks for the laugh, QD vision and Nanoco = 2 deals with undisclosed financial terms and you think it's all over for QMC? Who has the most to gain here? Steve does.. He has five years of his life in this company which includes a big financial commitment. This is a viable product in a market that is ready for mass production, we have the patents for the Tetrapod qdot which is superior to anything else (do the research) the ability to mass produce and print R2R at speeds to supply GW sized solar farms... Looks good to me!
Interesting article... Notice where it mentions QD vision used "stealth" in its approach with Sony
http://www.hdtvexpert.com/?p=2630
My feeling is Steve is waiting for the right deal.. Ask yourself how do rich people gain wealth they take advantage of situations like Steve is in, any VC will look at the company's current value and if QMC needs 5 million to fund a reactor, building and employees they will happily give it for 1/2 the company... If it takes a bit to get the right deal it will be worth the wait...
I think we are very close to announcements, if an increase in a/s allows us to expand operations by funding reactors that we will be joint owners of I am all for it.
When QMC has contracts and further JVs to announce investors will take notice and start comparing us to the competition..Recent announcements from QD vision and Nanoco validate that qdots are ready for use in the market. IMO we are very close..
Things to keep in mind.. Nanoco, started in 2001 us 2008. Nanoco o/s 200 million plus.. QMC 140ish...Nanoco raised over 200 million through venture capitalist giving %70 of the company away...Nanoco mass production is 25kg.. Scale up to 400kg in 2014..us superior Tetrapod vs spherical qdots for all applications scaling up to 100kg per day which is possible now. Nanoco roll to roll parent = none.. How is Dow/Nanoco going to print qdots for lcd/oled without infringing on our patent. Nanoco value of Dow agreement is undisclosed... This is giving away world wide rights to one company.. Us contact values are currently unknown.. Us.. . 100kg per day of production is required for GW sized solar projects.. Nanoco solar panel = none currently, us same. Nanoco nanobio agreement none, us... Nanoaxis.... Nanoco market value 500 million currently.. Us 10 million..... Nanoco fiscal year ending July 2012.. 6 million in the red. No revenues from Dow until 2014 or possible longer.. Us fiscal last year 1.4 million in the red.. contracts unknown.. It's great that Nanoco is selling qdots and losing 6 million per year.. Also my feeling on the increase of the a/s doesn't mean it will be used.. We have been at 200 million for some time now. Did Steve use it all? No. I would be worried if we were increasing rapidly and there was no progress. I think we are very close to closing contracts now. People know who QMC is and we have had time to send sample and have them analyzed.. This takes time.. Who has the bigger upside? I know where I'll be.. GLTA
I agree Doc, that a pretty big statement.. We are definitely entering the quantum dot era... QMC is positioned to be a major supplier in the life sciences, just one of the industries we will be involved in.. Looking forward to Steve speaking at Tri-Con.
Presentation Abstract
Session Title: Protein Biophysics in vivo
Location: Hall C
Presentation Number: 2953-Pos
Board Number: B108
Presentation Time: 2/6/2013 10:30:00 AM
Abstract Title: USING CALCITRIOL CONJUGATED QUANTUM DOTS TO TARGET INFLAMMATORY BREAST CANCER TUMORS AND METASTASIS IN VIVO.
Author Block: Jeremy Bonor, Rachel Schaefer, Anja Nohe.
University of Delaware, Newark, DE, USA.
Abstract Body:
Calcitriol is the active form of Vitamin D3. Epidemiological data show that women with Vitamin D deficiency at the time of breast cancer diagnosis are 94% more likely to experience cancer spread and 73% more likely to die over the next 10 years, compared to women with adequate Vitamin D levels. Since vitamin D deficiency is especially common in African American and obese women, this observation may partially explain the relatively poor clinical outcome experienced by these patients [2]. Although current treatments for IBC are very aggressive and include surgery and radiation, IBC is still the most deadly breast cancer and has a survival rate of only 40% past 5 years. Novel treatments are desperately needed [3]. Current limitations for the use of calcitriol as a treatment for IBC and non-IBC breast cancer is that high concentrations of calcitriol must be delivered to the tumor. This is even more complicated for IBC, since the tumor rapidly metastasizes and disseminates trough the lymphatic system. We successfully designed Mucin-1 (MUC-1) antibody-calcitriol conjugated Quantum Dots (MC-QDs) that infiltrate the lymphatic system and also accumulate at the original and distant tumor sites. Using this approach we analyzed the distribution and accumulation of MC-QDs in vivo in an inflammatory breast cancer mouse model over 4 days using an IVES Lumina system. After 4 days, organs were extracted and accumulation of nanoparticles was analyzed. Using quantitative image analysis we showed that the MC-DS accumulate at the tumor site as well as at the metastasized organs and tissues. The obtained data suggest that quantum dots can be used to image drug-tumor interactions in vivo and to deliver therapeutics to the tumor and metastasized sites as well.