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at this point in time, I hope we see the subpenny price wished for, (closer than $5, you know)
Maybe the shake will flush fears and tears away.
.....Think smart $ will try to time the bottom & add.
must've missed the punchline in the orig post
....luck w/other team
questions
# 1 Why do you think "we are getting closer to the point where $20MM buys 50% of the whole company, not just the JV in China"
Answer to Q1: Simple math! QMC MarCap = $39.16MM. 50% = $19.58MM, which is less than $20MM.
We already know GTG invested $20M for QMA,Ltd. which was around 1/2 of mkt cap.
Your statement, "we are getting closer to the point where $20MM buys 50% of the whole company" implies that QMC would
consider or take such action or that sp will fall so low that it'll be possible to do.
What are you basing your opinion on wrt: "we are closer to the point where $20MM buys 50% of the whole company" when action taken by QMC seems to refute that?
The action QMC took was 1/2 of a portion in a given area; not 1/2 of the whole, so that seems to remove the consideration aspect by QMC.
We know the mkt would react to buying pressure upwards of 1/2 of all shares, so the $20M for 1/2 of the company also seems skewed.
# 2 Do you think the GTG people were incompetent in vetting QMC?
Answer to Q2: Haven't thought about it. Why ask me?
Your statement "we are" implies that QMC may consider that option, ($20M for 1/2 whole company) or that sp will drift low enough that 1/2 ownership of QMC could be accomplished for $20M.
If either of the above were incorporated in your opinion, then it also implies incompetence on the part of GTG, (as a much better opportunity would be left on the table).
# 3 Have you come across new information which leads you to believe this?
Answer to Q3: What does "this will be true?" refer to?
Should your opinion, "we are closer to the point where $20MM buys 50% of the whole company" be based on fact; then mayhap you were basing your opinion on new information, (not based on action taken by QMC, their guidance or the nature of mkt supply/demand).
If; "Dow doesn't do research out in the open! The funding of university projects is just a way to be visible with young
scientists. It's a recruiting tool. Relax. Of course, Dow is doing QD R&D in-house to support a new growth business.
Whatever work they are doing to improve performance or reduce costs however, they certainly will not be talking about
until they commercialize it. (WRT process improvement trade secrets, they may never talk about it.) When Dow scientists
give talks at technical conferences it's typically in connection with fundamental research, technologies they aren't going
to commercialize (to throw off the competition), or to promote AFTER something has been commercialized. They use these
trips as attaboys and perks for prestige or CV building. In other words, they keep their cards close to their chest."
and N-co has a current mkt cap of 111.96M US.
It seems QMC's relationships would be of a similar nature.
Why do you think "we are getting closer to the point where $20MM buys 50% of the whole company, not just the JV in China"?
Do you think the GTG people were incompetent in vetting QMC?
Have you come across new information which leads you to believe this will be true?
China RoHS2 greatly expands range of products under regime's scope
"And if the EEP includes any parts which contain any of the six restricted substances at more than 0.1% in a homogenous material then information about the parts and substances must be provided in a table in the product instructions.”
Https://chemicalwatch.com/44875/china-rohs2-greatly-expands-range-of-products-under-regimes-scope
......QDX tm and Facilities to be built in China: Huge
QMC doesn't seem to have much twitter support
https://twitter.com/QMCdots
https://twitter.com/Solterra
...one could help get the word out
Lol, gotcha, but I keep in mind English isn't everyone's native language and discern their point w/o comment. I do appreciate their point(s) and effort.
You too, my friend
think the footprint and impact thereof may be more impt. than critique of a person's English
.....not 1 share for sale, (yet)
Looking Forward
Thanks for the update, good to know
Nice Work, Kudos
QTMM ticket to ride
Solterra Renewavle Technologies
Top 10 Advantages of Quantum Dot So;ar Cells
1.High-heat Resistant and Stable QDX™ QD
2.Tetrapod QD for Higher Photon Absorption
3.Tetrapod QD for better Electron Transport
4.Low-Cost Fully Automated QD Production
5.Fast Roll-to-Roll Solar Cell Production Line
6.More than Twice Silicon's Potential Efficiency
7.24-Hour Infrared Solar Energy Absorption
8.Lowest CAPEX Factories Replicated Easily
9.Transparent Bi-Facial and Flexible Solar Cells
10.Lightweight and Easy to Transport Solar Cells
http://www.solterrasolarcells.com/
Looking Forward
Focus on the following was about China, (Asian in general) perspective wrt LT vs ST
http://seekingalpha.com/article/3847476-trump-apple-produce-damn-computers-things-u-s?ifp=0
....one deals with what is
please reference the post(s) to which you refer and share anything else you wish to say on the subject matter.
The recent issuance of Quantum Materials’ Republic of China (Taiwan) patent - ‘Hybrid Organic Solar Cells with Photoactive Semiconductor Nanoparticles Enclosed in Surface Modifiers’
http://www.qmcdots.com/press/press32.php
* Quantum Materials Scaling Up Photoactive Quantum Dot Production for Solar Power Generation from China
* Bayer Patents medical
* Nitto Denko thin films/tapes
* Display Mfg remaining silent
* Samsung 32" screen & larger using OEM in China
* GTG formed and 3 Directors for Quantum Materials Asia, Ltd
* Facilities to be built in Asia to meet Mkt needs via QMA
* Quantum Materials Asia $$$ distribution 50/50
* Quantum Materials Asia (intends) to start supplying quantum dots to clients in the display, lighting and solar energy industries by the third quarter of 2016
* Quantum Materials' products are the foundation for technologically superior, energy efficient and environmentally sound LCD UHD displays, the next generation of solid-state lighting, solar photovoltaic power applications, advanced battery and energy storage solutions, biotech imaging, and biomedical theranostics. Wholly-owned subsidiary Solterra Renewable Technologies develops sustainable quantum dot solar technology.
* GTG China display sector as well as large scale international M&A in solar energy sector, also involved in a number of strategic investment projects in diversified fields such as Lighting, Li-ion battery, Biomedical and Security, etc
* ND has stated intent to expand in Automotive and Medical (by action)
__________________________________________________
......I'm immediately curious as to whom the members of QMA are.
* How could QMC, (a small fish) achieve mkt penetration in multiple markets?
* What would you do?
If it were me; "Chicken or Egg First", except in this case Product or Supply
Make it easy to make a decision, by providing a solution in the pitch.
Cross reference needs/desires and possible overlaps of those that had expressed interest.
They will all want a cheaper price for quanity, (human nature).
Pitch GTG as a corporate entity that funds expenses
Contact interested corparations representing different sectors, (w/deep pockets and best positioned)
Let them pay membership fees, (which total full amount) to become 1 of 3 Directors for QMA represnting GTG's interests.
GTG shares a portion of their 50% w/3 Director's corps, (creating a discount which would more than cover fees over time and make things more difficult for competition, while also securing product)
Most interested Corps needs met for source of product, discount/revenues, and stiffens competition
GTG No out of pocket $$$ w/ongoing revenue stream and tightened business connections for future transactions
QMC quick MKT penetration to the world's largest Mkt & rights to the rest of the world Mkt, (they can always set up a supply source for others making it unprofitable to ship.
Diversification of directors would also help mitigate possible concerns, (if any, but I keep in mind the patent QMC got from China.....why? Were I China, I'd be looking toward a solar plant......which if I recall correctly had a capex of $20M)
......just tol for possible reason(s) as to why, but also to fuel others to think: DK what others will think, but know peeps take action based on what they think.
GLTA
China's “RoHS 2” Regulation: What Manufacturers Must Know
After years of deliberation and industry anticipation, China’s Ministry of Industry and Information Technology (“MIIT”) promulgated the “RoHS 2” regulation on January 21, 2016, with the formal (translated) title “Management Methods for the Restriction of the Use of Hazardous Substances in Electrical and Electronic Products.” See our English reference translation of RoHS 2 here.
The restriction of hazardous substances (“RoHS”) in China is of particular importance to those companies manufacturing electrical and electronic products, parts, or components in China, or importing such products into the China market. It is also important to those overseeing Chinese suppliers manufacturing such products or those involved in corporate product design/content decisions.
As we discussed in our May 2015 analysis along with the draft of this regulation, available here, the China RoHS 2 program establishes the following key requirements for manufacturers and importers of in-scope electrical and electronic products, parts, and components:
•Hazardous-substance content limits for lead, mercury, cadmium, and hexavalent chromium compounds, polybrominated biphenyls and polybrominated diphenyl ethers, and an associated “conformity assessment system” aimed at evaluating compliance with these limits; and
•Labeling and information-disclosure requirements involving product, part, component and material hazardous substance content, and product “environmental protection use periods.”
The hazardous-substance content limits have not been implemented under China RoHS 1. These remain to be implemented under RoHS 2, although as noted below, the framework is now in place for such implementation. The labeling and information-disclosure requirements have been in place for specific “electronic information products” under this program since March 2007. With the changes brought by RoHS 2, these requirements will enter into effect on July 1, 2016, as discussed further below.
Reviewing the RoHS 2 text, it is notable that changes in this text, compared to the 2015 public-comment draft of the law, are not extensive. However, for those who have not closely followed China RoHS 2 developments, I outline key changes in RoHS 2 as compared with RoHS 1 (the 2006 version of the law), below. Where relevant, I have added commentary concerning the significance of changes evident in the final RoHS 2 text.
RoHS 2 vs. RoHS 1:
•RoHS 2 expands/adjusts the scope of applicable labeling and information-disclosure requirements, mentioned above, focusing on “electrical and electronic products,” which are defined as:
“Devices and accessory products with rated working electrical voltages of no more than 1500 volts direct current and 1000 volts alternating current which function by means of current or electromagnetic fields, and generate, transmit and measure such currents and electromagnetic fields.”
See RoHS 2, Article 3(1).
•RoHS 2 excludes power generation, transmission, and distribution equipmentfrom the definition of “electrical and electronic products,” and therefore the scope of RoHS 2. See RoHS 2, Article 3(1).
•RoHS 2 applies hazardous-substance content limits to electrical and electronic products included in a “Compliance Management Catalogue” (i.e., a to-be-developed list of electrical and electronic products, to be issued in successive batches over the duration of the regulatory program). In order to be a candidate for this Catalogue, as a threshold matter, a product would need to fall within the definition of “electrical and electronic products” mentioned above. See, e.g., RoHS 2, Article 3(5). ?A key aspect of the term “Compliance Management Catalogue” is that electronic and electrical products eventually included in one of the batches of this Catalogue require additional management controls in the government’s perspective, because industry or other efforts to manage the electrical and electronic product’s end of life and hazardous substance content are deemed insufficient.
?It is also worth keeping in mind the use of the phrase “based on the actual industrial development situation” in RoHS 2, Article 17. This points to the fact that the Chinese authorities will consider whether the development of the electrical and electronic products is at a level, in China, where technology makes feasible the use of substitutes for the restricted substances.
•RoHS 2 changes the “compulsory certification” terminology reflected in RoHS 1 toa potentially more flexible “conformity assessment system” reference that MIIT recommends to the Certification and Accreditation Administration (“CNCA”) and that CNCA and MIIT issue and implement, with input from other agencies. See RoHS 2, Article 18.
•RoHS 2 introduces packaging material standard conformity requirements (that had been removed in earlier drafts of the law). Practically speaking, among other things, this means that those managing China RoHS issues need to coordinate with those covering packaging material conformity issues for those products manufactured in or shipped to China. See RoHS 2, Article 12. Packaging issues are now within enforcement purview of the China RoHS implementing authorities. SeeRoHS 2, Article 19(3) (punitive provisions).
•RoHS 2 underscores the role of the government in awarding and promotingorganizations’ and individuals’ development of electrical and electronic productsthat exceed RoHS 2 requirements. See RoHS 2, Article 8. The practical aspect of this is that we should expect additional government incentives and linkages to other government programs promoting domestic company advances in restriction and reduction of hazardous substances in their products.
•RoHS 2 removes the “products manufactured for export” exemption included in China RoHS 1.
•RoHS 2 does not include, as a joint signatory agency, the State Administration for Industry and Commerce (a jointly signing agency for RoHS 1, and originally proposed in the RoHS 2 drafting process). This may have domestic enforcement efficiency implications, to be determined.
•RoHS 2 does not include language, included in the earlier public-comment draft, on the development of the timetable for substance restriction implementationwith respect to electrical and electronic products included in the Compliance Management Catalogue. While this may not appear on its own to be significant, it is noteworthy for affected industry members as it increases for the time being ambiguity surrounding the development of the Catalogue.
Labeling and Information Disclosure:
The labeling and information-disclosure requirements under RoHS 2, specified in a separate labeling standard, (SJ/T 11364-2014) (our English reference translation for which is available here), would become effective at the same time as China RoHS 2, per the MIIT guidance issued (available here in our English translation). Industry members should focus on these requirements (i.e., SJ/T 11364-2014) now, if they have not already. It is my experience that the authorities engage in increased compliance inspections and enforcement surrounding the approach of the effective date of a new law, as will likely be the case with RoHS 2.
The hazardous-substance content limits would not become effective under China RoHS 2 until a specified time following the promulgation of the “Compliance Management Catalogue.”
Further Insights, Including Next Steps:
MIIT released an “Explanation” document along with RoHS 2. Our English reference translation of the Explanation is available here. This document essentially comprises background information on the now lengthy history of RoHS 2 development. Key points to take away from this document include:
•The RoHS 2 development process was extremely lengthy and involved significant stakeholder outreach and inter- and intra-agency bureaucracy.
•Reasons for developing RoHS 2 included the determination that RoHS 1 covered too small a universe of electrical and electronic products, leading some companies to adopt two sets of standards for their production.
•Full implementation of the compulsory certification program in RoHS 1 would adversely affect product innovation and industrial development.
•EU and other jurisdiction RoHS practices and policies clearly influenced development of RoHS 2.
•MIIT will be issuing Frequently Asked Question (“FAQ” or “Q&A”) documents to facilitate industry understanding and compliance with RoHS 2. (We should also expect work on other RoHS 2 implementation aspects, including the first batch of the Compliance Management Catalogue and the associated Conformity Certification System regulatory measures, to proceed in earnest.)
Foley & Lardner LLP - Richard J. Ferris, Jr.
https://www.lexology.com/library/detail.aspx?g=277388d6-8ebd-40ef-9afb-8282c28e78df
LOL, was pointed out that I forgot to include the link, oops
https://mail.google.com/mail/?shva=1#inbox/152901f27090bd37?projector=1
Keep On Rockin'
You've been staunch w/supportive input through the years and marked way back when.
I share your sentiment and appreciate all that have added to our knowledge here.
GLTA
Clay is on the Ball and bringing more eyes on this.
....Keep'em coming
LOL, so Right you are! ; )
Quantum Materials Corp. Update (OTCQB: QTMM) - Launches Joint Venture in China to Produce and Develop QD Solutions - US$20 Million Invested by JV Partner GTG
Quantum Materials Corp. (QMC) had major news earlier this week wherein they announced the formation of a Joint Venture with Guanghui Technology Group (GTG) to establish infrastructure in China to both produce quantum dots and to further develop quantum dot based technology solutions for display, solid state lighting (SSL), lithium ion batteries, security and solar energy markets. GTG is a Financial Advisory and Services Company that assists advanced technological companies enter the China market. GTG is investing US$20 million into the joint venture to build out QDX™ quantum dot production facilities and fund quantum dot application development in China. Embedding quantum dot production regionally allows Quantum Materials to work closely with clients to customize quantum dot characteristics to optimize manufacturing efficiencies as well as supply chain logistics. An 8-K filing out this week further defined the relationship with GTG by reporting that Quantum Materials Corp. would represent 4 board seats (including QMC CEO Stephen Squires acting as CEO of the Joint Venture) with GTG comprising 3 seats on the board and cash distributions to be split on a 50-50 basis between the two entities.
Stephen Squires, founder and CEO of Quantum Materials Corp. QMC stated in the release: “This agreement represents our commitment to provide customers with best-in-class Quantum Dot materials, including Cadmium free quantum dots. Our patented mass production process enables us to rapidly establish locally based manufacturing to meet their volume production demands. Combining our resources and expertise in advanced quantum dot technologies with GTG’s strong financial support and business relationships with top-tier manufacturers of displays, lighting products and solar panels will facilitate generating tremendous business opportunities in both the government and private sectors.”
Here is a link to the full PR: http://www.otcmarkets.com/stock/QTMM/news/Quantum-Materials-Corp-to-Launch-Quantum-Dot-Production-in-China--Joint-Venture-Partner-GTG-Commits--20-Million-US-Investment?id=123988&b=y
OUR TAKEAWAY:
We see this weeks' development as a MAJOR catalyst in moving QMC closer to their stated goal of becoming a global-scale supplier of quantum dot materials/solutions. We recently returned from the 2016 Consumer Electronics Convention (CES) in Las Vegas (Jan 5-8) to check in on the major electronic OEM's and get a sense of the current maketplace for quantum dots. We left CES with absolutely no doubt that quantum dot technology has - and is going to continue to disrupt the flat panel display market in a big way over the next few years by allowing the OEM's to produce a higher performance product in color gamut coverage (WCG) for a very minimal upcharge in manufacturing cost. This dynamic solves two issues for the industry. First it allows OEM's to charge more for a product category that is quickly becoming "commoditized" and secondly it removes much of the "oxygen" from the large-form OLED technology capex push by manufacturers without the two letters L and G in their name. The graphic at the top of this post was taken at CES and links to some of the incredible, eye popping LCD panels Samsung showcased at the conference wherein they announced that 100% of their premium displays in 2016 would be powered by quantum dot technology (the tagline for Samsung at this years' show was "feel the power of quantum dot display technology") - if you haven't had a chance to see our full CES 2016 Travel Dispatch, here is a link: https://understocks.files.wordpress.com/2016/01/qtmm-article-january-2016.pdf
Making this weeks announcement even more compelling is the geographic location of this Joint Venture - mainland China. Over the past year or two, the center of the flat panel display/LCD universe has continued its migration eastward (it started in Japan, then moved to Taiwan/S Korea) with a massive amount of newly constructed, state-of-the-art LCD fab capacity being added in China and approximately $30 billion of additional LCD capex approved/appropriated there for the next few years. With massive capacity growth forecast for the LCD market in China (combined with the already large capacity on the ground), this is the ideal location for Quantum Materials Corp. to set up shop with a second processing facility and quantum dot application development presence/lab. The fact that their new JV partner is funding the establishment and growth of this enterprise with a US$20 million investment is also very impressive. From discussions we have had with QMC management regarding this development and from information in the press release we know that the individuals that make up GTG have long established, high-level contacts in the display technology market space - and while we realize that future product wins will be ultimately dependent on QMC component performance levels and pricing, gaining top level access efficiently can be the difference between success and failure in a business culture that is extremely contact dependent.
THE ROADMAP
We have listed below several key market drivers that define a clear path for Quantum Materials Corp. to reach their stated goals of revenue in Q3-2016 (or possibly sooner) - and maps out the value model going forward from here. Investors that can correctly connect these dots (so to speak) should be able to get a glimpse of Quantum Materials Corp's near term future well ahead of the general investment market as they enter the most dynamic chapter of their growth strategy.
1) The QD industry is ramping up quickly and demand for QD's is going to be very brisk over the next few years starting in display's (happening now) and soon in SSL - and then eventually solar, biomedical, battery and anti-counterfeiting applications as they come online.
2) QMC has partnered with Nitto Denko to supply a QD coated opto-electronic film for the flat panel display market. Nitto Denko is one of, if not the largest global supplier of opto-electronic film substrates to the electronics marketplace and when this film product is completed (expected in Q2-2016), QMC will be in a position to gain product wins and start generating revenue. We suggest that you Google Nitto Denko when you get a chance, a very impressive partner. Here is a link to QMC's current PPT presentation - Milestone Timeline chart on page 18: http://qmcdots.com/qmcdecemberpresentation.pdf
3) QMC's key differntiator is their continuous flow production process and IP portfolio that allows them to make QDX™ branded high performance, cadmium free (and cadmium based) quantum dots with high heat, moisture and air exposure tolerance/stability. The nature of this process also allows for production parameters of low (production) cost, high volume, high tolerance material uniformity, low capex and rapid scaleup - allowing them to grow their production capability quickly and cost efficiently as demand grows for their products and the industry ramps up (present capacity of 2.25 metric tons per year. Using a notional value of $100/gram for QD's this yields topline revenue at full capacity utilization of US$225 million. Any additional capacity brought online in China will add to this number).
4) QMC recently signed a US$20M JV partnership with a very well positioned China group (announced this week) to establish production in China and supply the China display market, which is quickly becoming the center of the LCD universe with the largest fleet of next gen LCD fabs that are currently pricing out the South Koreans in displays (Samsung has discontinued manufacturing 32" displays and is now sourcing this size display from a China OEM). China's strategy going forward is committed to producing large format, high quality product (UHD, HDR and WCG) panels and gearing up larger generation form fabs and supply chains to make that happen - which we believe will require many tons of high performance level quantum dot materials. We believe that this large capital commitment/investment by the GTG group into the JV is a strong endorsement of the quality and advanced development stage of QMC's QD products, production capability and solid IP position.
5) China RoHS has now passed and will be prohibiting cadmium based electronics in China post July 1, 2016 (any electronics product with over 0.01% cadmium content will be prohibited). Several competing quantum dot manufacturers have been lobbying aggressively to allow cadmium in electronics in Europe and were likely thinking that China would allow cadmium to be exempted as well. With this new ruling we know that this is clearly not going to be the case and will favor QD manufacturers that have the know-how and production capability to produce high-performance level, cadmium-free quantum dots - which is the format that Quantum Materials Corp has focused on over the past year or so.
So there you have it. The key reasons why we continue to see compelling value potential in Quantum Materials' future enterprise growth and investment upside. It's pretty rare that investors get a chance to truly be in on the ground floor of a "sea change" in technology. We see Quantum dots as that disruptive "super material" that will change the design landscape for a myriad of tech products, and we see Quantum Materials Corp as the ideal vehicle to play that major shift.
We will continue to keep you up to date on Quantum Materials Corp and their future development path.
Regards,
Clay Chase
SD Torrey Hills Capital
858 456-7300
cc@sdthc.com
marked you
......wouldn't be surprised if GTG 3 Directors represented other mfgs doing a Peter/Paul discount for source of materials
Looking Forward
China RoHS 2 reaches final revision
Now, I reckon this is some nine years late
However, the Chinese Ministry of Industry and Information Technology (MIIT) has published its final revision of the Administrative Measures for the Restriction of the use of Hazardous Substances in Electrical and Electronic Products, known as China RoHS 2. This will enter into force on 1 July 2016.
China RoHS 2 will expand product scope from the original electronic information products (EIP) to electrical and electronic products and align more closely with RoHS in Europe.
However, the catalogue of electrical and electronic products subject to compliance management and mandatory assessment has not been published yet.
China RoHS 2 follows EU RoHS 2 by restricting the same six hazardous substances and using the identical maximum concentration values. At present the limits only apply to products listed in the catalogue of electrical and electronic products and that are subject to compliance management.
It should be noted that EU RoHS compliance is not equal to China RoHS compliance. An example would be in the case of exemptions. There are many products that qualify for an EU exemption that would not be exempt under China RoHS. Markings are different under China and there is also the environmentally friendly use period that differentiates it from Europe.
http://www.electronicsweekly.com/blogs/directive-decoder/rohs2/china-rohs-2-reaches-final-revision-2016-01/
Quantum Materials Corp to launch Quantum Dot Production in China,
Joint Venture Partner GTG commits $20 Million US investment
https://mail.google.com/mail/?shva=1#inbox/15283a67eb37776c
Item 7.01 Regulation FD Disclosure
On January 27, 2016, the Company issued a press release announcing that the company has entered into a joint venture with Guanghui Technology Group (“GTG”) whereby GTG will invest $20 Million US into the joint venture for building out Quantum Materials QDX™quantum dot production facilities and quantum dots application development in China. The joint venture will be registered in Hong Kong and operated as Quantum Materials Asia Co., Ltd. Under the terms of the agreement, cash distributions by the joint venture will be split 50% - 50% between the Company and GTG. The Company and GTG will each appoint three members of the joint venture’s board of directors, and Stephen Squires, Quantum Materials Corp. President and CEO will serve as the joint venture’s CEO
https://mail.google.com/mail/?shva=1#inbox/1528a9522012538e
Games being played, imo (wrote this on 1.21.16 in a pm.)
One more day to revenues.....sp goes down
Mfgs don't have capacity to meet all mkts needs,....sp goes down
Price/gram has gone down,....sp goes down
Think someone is loading up Bigtime.
Hopefully, we'll hear something soon.
---------------------------------------
..... Of course we've received news since then.
DK, but think sp chase will begin w/in the next month or so.
Good post Trevor
Establishment of Nitto BioPharma, Inc.
Nitto Denko Corporation (Headquarters: Osaka, Japan; President, CEO & COO: Hideo Takasaki; “Nitto”, hereafter) established a new company, Nitto BioPharma, Inc., with a focus on pharmaceutical development. Nitto has been conducting their first anti-liver fibrosis drug program (ND-L02-s0201), which is now in clinical trials in the US, Europe and Japan, and has several other pipelines of intractable diseases in the discovery stage.
Along with the establishment of the new company, Nitto plans to set up a new facility mid-2016 in the center of the Life Sciences hub in San Diego, California,
http://www.nitto.com/press/2016/0125_01.jsp
Quantum Dots are Building Blocks for the Future
NDEKY
Jan 29, 2016
Q3 2016 Nitto Denko Corp Earnings Release
https://www.google.com/finance?cid=356260784217126
NDeky trend up overall for past 5 days
https://www.google.com/#q=+ndeky+stock
The Future of Jobs
Today, we are at the beginning of a Fourth Industrial Revolution. Developments in genetics, artificial intelligence, robotics, nanotechnology, 3D printing and biotechnology,to name just a few, are all building on and amplifying one another. This will lay the foundation for a revolution more comprehensive and all-encompassing than anything we have ever seen. Smart systems—homes, factories, farms, grids or cities—will help tackle problems ranging from supply chain management to climate change.
http://web.docuticker.com/go/docubase/73313
Quantum Dots are Building Blocks
The possibility is always there for we each weigh wants vs needs daily, (to a degree) in the scheme of life.
Those in the mkt weigh value vs potential daily ;)
Good Fortune your way
outlook for a nation......
I don't think Japan will be the only nation looking for the next paradigm shift opportunity.
Time ahead will be good for mfgs of qds, imo
possibility; yes.....likelihood; no
I think Steve knows what he has and knows the market potential.
Just think about the Law of Supply & Demand
Even with NanoSys, QDV, QMC, and Nanoco production at max capacity now; there doesn't seem to be enough product available to meet all the mkts need, imo......not even talking about solar.
Given that the 2 public tradable companies sp are counter to the above, I think that sp is being suppressed/loaded by some.
Japan Inc. picks up the M&A baton again
Jan 7, 2016
Hideo Takasaki, the chief executive of Nitto Denko, the world’s biggest maker of optical films used on Apple’s iPhone screens, is looking hard at a list of overseas targets brought to him by both bankers and his employees.
Nitto Denko, like many Japanese parts suppliers needs new applications and markets from cars to health care to reduce its reliance on smartphone sales. The company has a budget of Y150 billion ($1.2bn) for M&A and other investments to be completed by the 2017-18 financial year. “We want to buy speed so we are willing to pay a premium,” Takasaki says.
http://gulfnews.com/business/sectors/features/japan-inc-picks-up-the-m-a-baton-again-1.1650228
.....Japan has a different outlook for acquisitions. I hope QMC maintains its independence for years to come.
QMC will become Quite The Money Maker and better than Cash in the bank, imo.
QDX tm
Looking Forward
Good timing and Welcome.
Success your way
Steady Steps of Progress
4 months almost over, new hires, more prep for the Nas......
I like it
Looking Forward
wrt to displays, the TREVISTA™ displays still seems to be a bit delayed.
The author had his reasons as to why one and not another.
....hopefully, we find out more at end of 4 month period
It's true, we don't know exactly what commercial products QMC is working on to put their QDs into or on.
We do know somewhat of products w/Nanosys & QDV's qds.
Matthew Brennesholtz could have mentioned Nanoco,(grow lights), but instead mentioned QMC.
Why?
Whatever his reasoning, it must have been compelling.
really like this statement: "QDs from a variety of manufacturers, including Nanosys, QD Vision and Quantum Materials Corporation (QMC) are beginning to show up in consumer products."
.....that statement seems to imply personal verification of said products.
The global quantum dots display market is dominated by four key vendors including QD Vision, Quantum Materials, Nanoco, and Nanosys.
Global quantum dots display market 2016-2020 set to grow according to forecasts
Research analyst predicts the global quantum dots display market to grow steadily at a CAGR of 76% during the forecast period.
https://www.whatech.com/market-research/it/116215-global-quantum-dots-display-market-2016-2020-set-to-grow-according-to-forecasts
....all 4 vendors are working on ramping up production