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I hate to sound like a high school math teacher, but please show your work so we can see how you come to your conclusion. If you can't find and include the source you are siting, please don't pose your hypothesis as fact. it fun to spitball our pipe dreams with each other, but we need to keep clear what is fact and what is wishful thinking.
http://www.digitimes.com.tw/tw/dt/n/shwnws.asp?CnlID=10&cat=15&id=0000410149_Q4123O8933YLVFLMTIK89&ct=2
Use Google translation, clearly states that the Samsung subsidiary, hansol chemical manufacturing, is going to be their step to vertical integration. It has also been established that samsung has purchased rights to utilize nanosys ip. So the idea that qd companies would "sell" their ip to have a display maker use it in house is not just theory, it's happening as we speak and i bet it will pad their bottom lines nicely.
they're making nanosys dots in house.
http://www.nanosysinc.com/in-the-news/
huh, I might have left out the part about the ceo having advanced jungle combat training/experience. I mean, as a veteran I think its awesome but for some it might be a little off-putting and it seems, to me, to be TMI. served honorably in advanced capacities overseas, something like that might do well...
Took a spin by the QD vision HQ and it does look pretty sexy. I just wonder if the aircraft flying into Hanscom shake their beakers as badly as they shake the pictures on the walls of my house; i would think worse as they are closer, but then my house was built in 1830...
Keeping it real
It may be that QMC, with good reason, would want to pay their way with upcoming revenues rather than convertible debt. It may be that the revenue is in sight from a contract under an NDA.
The February statement says what? up to $650k for a reactor? $650k is less than $3 million, by a bunch and the $3mill I'm sure is for more than a reactor. I haven't seen it said that anyone is going to pony-up $3 million for future funding and expansion, but I sure would like to be proven wrong:)
I think all of us, except Mr. Leo, want this to succeed. Hyper optimistic interpretations of spaces between words are fun to spitball with but they are not known facts. When QMC says in October 2014 that they need cash, should we remind them of what they said in February 2014 or given that we all have a degree of faith in this company do we think that they know what they are talking about?
GO QMC!
Nothing special about being able to read a document objectively and ask reasonable questions about it. At least he read the 10q, unlike our friend in bold...
http://biz.yahoo.com/e/141027/qtmm10-q.html
I'm in at an average of over the current share price on qtmm, seeing red on that line but not for too long I'm sure. The OCLG line is a delightful shade of green however :)
Brimming with quantum dots, startup pitches major TV makers at CES
http://www.bizjournals.com/austin/blog/techflash/2015/01/quantum-materials-positioned-for-higher-production.html?ana=yahoo
I'm still hoping something good happened at ces.
Ha! That's one of my wife's favorite tunes right now, we'll played sir. Also, I appreciate the logic and objectivity that typically comes about when you get involved.
Dear Steve, Nstar just jacked my electric rate by 60% which means I'm paying an extra $50 a month or so which I would rather be spending to pay off a qdot solar array. Please, just take my money and give me some solar cells.
From an ihub banner http://nomcorp.com/about/ anyone heard anything about this company?
Anybody else psyched that the new video states in plain English that QMC produces heavy metal free dots via continuous flow? They were always rather ambiguous about that before. That's my big take away from this. Now the competition truly has nothing on QMC in what they can offer.
So the posners have received another 4.3 million shares from a 3rd party? And this 8 mill+ conversion could have a bit to do with the share price:
Picked up another 5150, I'm sure it will work out better for me than it did Atlas...and Van Halen.
hmm, someone gonna paint this wagon?
So 45 8 hour days. I think its safe to adapt a saying from the construction industry regarding cranes from "a crane not in motion is money lost" to a reactor not reacting is money lost. Run that thing round the clock and you're done in 15 days. If only they would slum it for a while and retail...
I've been buying shares since I found out about the company in May because I thought that the ability to produce a product better, faster, and cheaper would secure market share. If they have the means to produce a product that can be sold on the open market I cant say that I appreciate the only stream of cash being dilution. I truly believe that the ip this company holds is radically undervalued but I can't say that I am totally on board with the myopic joint venture / large contract plan. If the plan works out, great, but at this point they claim that they need $3 million to keep going...so with the current production capabilities, how many hours would it take to produce the materials to sell in order to cover that?
I should have gone to the gym instead of sitting on the edge of my office chair reading that piece of tripe. This too poor to paint, to proud to white wash bs needs to stop. Set up a retail site, hire an extra shift to run the equipment at night (assuming they are not already running it around the clock to give away dots) and post some numbers already. Seriously, undercut these guys http://www.sigmaaldrich.com/materials-science/material-science-products.html?TablePage=106507450 by $30/mg with a superior product and that's still a gross $100 million per Kg. If one kilogram is 1/250th of the current capacity of QMC, there is no reason Sigma Aldrich should find it profitable to sell dots. I understand the long game that QMC says that its going for but guess what, anyone can buy an intel chip off the shelf, not just asus, dell, hp, etc. and I don't see Intel suffering for it. In fact, its likely that there are people making innovations with quantum dots at a "garage lab" level using dots they can easily obtain on a website, rather than having to wait for an email reply or call a phone number, which is not on the website, to have it not be answered. On the upside, Mr. Squires didn't collect his accrued 3 months of home office rent from the company ;)
Sorry about the drop, I bought. I'm pretty sure there is a committee devoted to dumping shares right after I buy at ask...
It would appear that the Dow site already has some facilities working in display technologies. It would appear that the site was dedicated to oled, but I could easily see them clearing some floor space for QD production to recoup some of their soon to be loses on a facility built for a tech that isn't going to pop. Dow has a site in Cheonan with multiple facilities, what exactly goes on within those walls?
http://www.dowelectronicmaterials.com/contact/locations.htm
Either way, once the Qmc sling-shot is released, assuming they don't break it by pulling it back to far, their shot will blow through both walls of any dow/nanoco facility.
Again, from the horse's mouth, aka the 10k...
Funding for a reactor per chance?
Yeah, my wife flew all over the country last year taking core samples from bridges which may have had unacceptable levels of chlorides in the post tensioning grout. It would be nice for her able to spend less time Inside bridge beams. Also, Berkeley is where she got her masters so we might be able to talk a friend I to going to that talk.
Right on. Parking lots really do a number between heat, runoff, and a lack of any o2 giving plant life. Solar covered parking tax breaks would be great, although I imagine it might make snow removal more difficult. Here's a beautiful success from my area, the post office square parking renovation and creation of the Norman Leventhal park above the new underground facility. http://www.normanbleventhalpark.org/index.html I doesn't generate any juice, but it does help clean the air, lower the temperature, and create a nice reprieve from the concrete and steel.
Sounds great!
Huh, and here I thought I was expressing concerns about issues, proposing a way to alleviate said concerns, and asking whether or not anyone else was on board with my idea. As to the reply you didn't theoretically write, it would seem you are against basic objectivity regarding the company this board was formed to discuss.
A non-disclosure act just ensures that no one talks about what was said, seen, or done. It can be for as little as protecting ip in a spit-balling session. From the horse's (the 10k) mouth:
So this morning's interview gave us nothing other than exposure for the company to the people that listen to Mr. Yorba. I would wager that those are the same folks that subscribe to penny trader news letters.
There are a few things that have stood out to me that could use some explaining.
1. Mr. Squires bills the company $11,000+ a year for the office of solterra in his home. I'd wager that's the better part of his mortgage. I ran my own business out of my home for 5 years and I never billed my corporation. Call that a naïve business practice if you will, but I wasn't taking loans to keep the lights on either.
2. QMC just hired Torrey Hills Capital to the tune of $8500 a month. Forgive me if I misunderstand the purpose of this firm, but as I understand it they are spin doctors which is fine for bouncing the share price around through exposure but it doesn't add to the value of the company or the product. I see another $102k per year in parenthesis. well, minus the cost of the previous ir firm of course...
3. I understand the need to protect the intellectual property, but the 10k makes it seem like they really don't want to sell dots. It sounds as though they want to install their dots into other company's products so that the other company never touches the raw materials. This makes revenue generation way more complicated.
4. One thing that I have never seen mentioned is the price of the raw materials to make a gram of tqds with their process.
5. Mrs. Squires is salaried at over $50k as a book keeper. The phone goes straight to voicemail every time. I know that receptionist is not her job title, but if anyone on the payroll could answer a phone...
6. The videos that we saw show a luminescent liquid dripping into a flask, that's it. The "reactor" as pictured could be a fancy drip pump housing. The videos were as useful as the radio piece this morning. Again, I understand the need to protect intellectual property, but the video is by no means proof of the process or material.
I really hope that my concerns are baseless as I have a lot invested here. Would anybody be up for pooling some cash to get feet on the ground who could tell us what's up if qmc would allow that? Right now a flight, hotel, and rental car is going for under $1000 from Syracuse to San Antonio. I know dots aren't his specialty, but he is the only materials research scientist I know that happens to be my father inlaw...
http://www.engineering.cornell.edu/research/faculty/profile.cfm?netid=dtg1
I've not approached him with this idea so I have no idea whether he'd do it or how much he would charge, but I'd love to hear the opinion of a non-invested third party that knows what they are talking about. Anybody else?
Not to my knowledge. If there was such a plan I would think it would have been stated in close proximity to the stated need for the funding in the 10k. If the funding was secured recently I would think that there would have been an 8k followed by a lot of discussion on this board.
The reason those saws hold their value is because their design and build qualities have not been beaten, hence the comparison. I'm hoping the same will be true of qmc's tech. Wouldn't it be nice to be the best of the best for the longest run possible? I know my grandkids would like that. Also, I didn't ask a question, just expressed hopes and concerns.
Well, a $303k piece of equipment losing 25% of its value over 10 years seems high too. Lord knows an old Powermatic cabinet saw is still worth every penny ;)
Hopefully a large part of the interview tomorrow is about how they sold enough materials to deal with this from page F-6:
I'm new to reading these sec documents but I do see on page f-9 of the 10k a price tag of over $300g for the microreactor. Still seems like a great buy if they can move the dots that this thing should have made by now.
[color=red]Note 4. Long-lived assets
Furniture and equipment
Components of furniture and equipment consist of the following items as of June 30,:
2014 2013
Office equipment $ 11,448 $ 11,448
Office furniture 1,623 1,623
Microreactor 303,514 —
Total Furniture & Equipment 316,585 13,071
Accumulated depreciation 20,659 13,071
Total Furniture & Equipment, net of Amortization $ 295,926 $ —
Depreciation expense was $7,588 and $1,160 for the years ending June 30, 2014 and 2013, respectively.[/color]
So I just skimmed this with my kids running screaming circles around me, but I saw a phrase saying multiple times that the company needs to raise $3 million in short order to keep the lights on. Other than that, yeah, the 10k seemed fine... I hope I miss read that.
I'll never forget me friend's misinterpretation of those lyrics, "I've got two chickens with parasites." I still laugh out loud every time I hear this song.
Had a daydream at the gym this morning of the potentials of qd solar panels. Tune the panels only for Infra red, hire private military to secure western Sahara (assuming diplomatic negotiations fail), build massive solar farm to split sea water into brown's gas, run the gas through internal combustion Generators, water the desert with the condensed exhaust, plant trees to hold the water. Storing the seawater on land while producing food and reducing the amount of radiant energy that heats the earth. I imagine the Australians will be the first to do something like this. Just need coastal wasteland, oh wait, we could just use california!
Apple certainly does have a history of getting their tech to the market in a hurry and while it surely helps their stocks I don't know that it does the actual tech that much credit. Apple's initial tech releases are often nearly non-functioning pretty little widgets that cost an arm and a leg. I would prefer to see qmc stay on the cutting edge of technology, not the bleeding edge. Especially as I need qtmm to skyrocket for me to hit my mark.
Just stacked some more on the pile, come on PR Wendesday give us a good one! ...unless Art is on the same one day delayed holiday schedule that my municipal trash collection service is on, which my neighbors still cant figure out...
I love the misconceptions people have regarding the value of the school's name on a sheepskin without looking any further. Harvard (where everyone is actually a c student), Yale, and Princeton are liberal arts and law schools. My wife is a structural engineer working for a national firm and she will tell you that her Cornell and UC Berkeley bachelor and masters degrees aren't any better than Wentworth tech, and several state schools. My grandmother had no less than four Harvard law degrees working for her at all times while she went to community college, Suffolk university, and then new England school of law.
I do what I can ;)
Yeah, this dude is a shyster. he's been accused of horse doping as well for what its worth.
http://www.odt.co.nz/sport/racing/255238/racing-vet-accused-doping-racehorse