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I forgot to add that besides getting royalties on Displays from Assam, they will also be giving us Royalties on Quantum Dot Solar Cell products, Quantum Dot LED products, and Quantum Dot Solid State Lighting products. Thats just to start before they expand the license to other products, IMO.
Its an example given based on expert source. QMC has not published anything on royalty rates. My point is that a low royalty rate is still better than what Nanosys negotiates.
Why is licensing and royalties a better sales model?
No cost to QMC. Instead Licensee's JV pays costs.
For Display market -
Let's say a 55" QD TV uses one gram of QD and sells for $1000.
Nanosys gets $12.15 for one gram of QD.
QMC gets a royalty but we don't know the rate or percent for the royalty.
To get as much as Nanosys got, Royalty would need to be 1.215%.
I don't think normal royalty rates are that low.
What's a common royalty rate for electronics?
Because QMC changed its business plan from low-margin QD sales to License and Royalties.
Nanosys Keynote QDForum 2019
Jason Hartlove
P22 Cost per gram $12.15
Thats commodity pricing, not high value pricing.
Commodity pricing is low margin.
The OEMs are cannibalizing the market siphoning all profit from quantum dot sales to them.
We don't know their margins or profits if any because they don't tell anyone that information. That's ok, but it is suspicious that they really are hiding something.
Commodity pricing + high overhead = low margin and low profits, if any.
QMC changed its business plan to expand in new fields and places that give the true value of our quantum dots in the end product. Much better than low margin, and short term sales for QD Displays. India agreed to pay $7-$10M this year for training, etc. They will pay royalties on products when production begins. QMC does not have to invest capital (NO DILUTION!!)
In addition, QMC owns its own Blockchain, QDX Ledger and will get all the profits from it's blockchain sales and for the QD in its "tags" and other QD Anti-counterfeiting product.
Attacking QMC doesn't do anything to prove I am wrong that Nanosys has low or no margiins! My point was Nanosys has low margins. You actually agreed with me -
The new Nanosys PR says they "entered a new phase of rapid growth in 2019 with shipments of the company's Quantum Dot materials increasing by more 50% compared to the prior year."
The PR does not say anywhere what their margins are today.
It does not say anywhere what their profits are today.
I have seen Hartlove presentations and they all talk total sales but no context to costs.
They doubled their production capacity.
They have to sell double.
Demand for Displays going down except on high end.
They don't make high quality 93% Rec 2020 QD but only outdated QD:
"Today, our Heavy Metal Free Quantum Dot product is mostly used for
display applications requiring high DCI-P3 coverage (such as >98%)."
The Rec 2020 standard is not even in their 5-year plan from last winter.
If Nanosys or Samsung had a Rec 2020 QD they wouldn't need the more
expensive QD R&G layer+ OLED Blue Layer films. They would just need one.
Nanosys could be selling at a loss.
Could be they have to sell more at any price to make up debt costs due to mistimed expansion. (See China Trade Tariffs)
Could be they need cash desperately to maintain operations and they think by
selling more QD at low margins will do it. You can extend, but you can't profit.
We don't know because they don't talk about margins.
They didn't give QD sales numbers either, just "more".
Right again! You're having a great day! Did you notice nobody is arguing with your posts? They all must agree with you. I do!Off the China bus, onto the India bus to get to our destination.
Old news. LOL
We're India and Blockchain now..
That's QMC TODAY (TM)
I said, and you quote me ,"easily adapted to solar QDSC IMO."
Easily.
Adapted.
To.
Solar.
QDSC.
Prove me wrong.
LOL back at you! I hope they aren't too disappointed when the stock goes up!
By licensing production in the country that make product, outbound tariffs and transport are avoided, lowering overall costs. Nanosys CEO Hartlove said his company gets stung with tariffs outbound and the be OEM of course wants lower prices from Nanosys due to their having to pay tariffs outbound from China. That's not a better way, it's risky. You feel good depending on China?
And China QMA I remember backed out on us due to change in China policy, QMC did not fail, and the deal's investment was all on the China side, as is the Assam deal so no company cash was lost. Same with
Freschfield. By not needing to invest capital Squires leverages the ability to take action with insurance against failed projects. Smart!
That's QMC TODAY (TM)
il
Dr Jabbour and friends at VTT patented R2R nano printing VTT uses it so yes he knows how and yes bc it's been done. Easily adapted to solar QDSC IMO.
QMC originally founded as Solterra Renewable Technologies before it became listed as Hague long ago.
Squires and Dr Jabbour founded the company to make QDSC and Assam is building the first QDSC Factory right now.
Your questions are all about the past.
Why care about what happened long ago when they are doing what you want now?
Do you want them to build a QDSC plant Kurt?
They are doing it. I would think it would make investors happy to see that.
It makes me happy!
Ted, I have not seen any notice of QD efficiency in QMC posts either.
They would be nice to know to compare to other solar systems in the market.
But they are totally unimportant at this point and here is why I think that.
When I was still with QMC, they posted on their website that they could produce Quantum Dot Solar Cells (QDSC) at a fraction of the cost of silicon solar panels. Regardless of the efficiency number, being able to produce hundreds to thousands of meters of roll-to-roll per hour is a 'game-changer" in lower cost. That's a fact. That's the speed of R2R presses and I am being conservative in my production estimate.
Yes, you are right that Perovskite solar cells are among the best performing. QMC has Perovskite QD which they say are stable. So, combining speed of production and the high efficiency of Perovskite QD, QMC QDSC should be a "game-changer" so big I cannot even guess the size of the eventual market, but will say I think they can produce and sell as much as they can make for a long time.
Assam is building their first QDSC Plant with completion date this year.
CEO Squires has said QDSC is top priority.
Anyone with patience can see where this is headed. Straight up!
That's a Fact, Jack (TM)
What did you expect to see when you went to San Marcos and how long ago was that?
Reactor takes up one lab, maybe 1000sqft, not 120,000sqft like Nanosys has for Batch!
Assam is building R&D facility for QD manufacture, QDSC and QDSSL at no cost to our Licensee or QMC. Sweet deal. They also will do all the work in R&D while QMC will get training, consulting and equipment revenue this year. $7 to $10 million revenues. It is now scheduled to complete the facilities by end of year. No news of delay.
Thats a fact, Jack!
The vinyl record is stuck repeating old news like its happening today.
Your posts that say "We're told..." are all about what happened 5 years ago, not today!!!
Jeez, get with the program.
Rather than short term low-margin QD sales, QMC in India will be getting Licensing and Royalty fees that are locked in and ongoing. Much better than your idea to sell QD for next to nothing. Contrary to opinions on this board, this deal looks strong. Its an exclusive deal and our licensee is the only large-scale QD producer in India. India has a "Make in India" policy which keeps out Imports with high tariffs.
With QDX Ledger, QMC is building their own Blockchain platform with "game-changing" tech which we are all waiting to see and hear about. Hope news soon. QMC owns this project.
We'll see if the mix of QD and Blockchain for the first time shakes up the industry.
Its a $50 Billion industry in 2024.
That's QMC today!!
More to come: QDSC, and QDSSL and perhaps QD in microLED.
Assam deal is not broken. No party has said it is broken.
Talk about misinformation!!! Unfounded rumors for what purpose?
Sure. Let's talk recent past-
Earlier this month the company started a company blog and Mr Squires wrote the first post talking about the new blockchain product.
https://www.quantummaterialscorp.com/blog
Squires and Williams went to Italy and presented QDX Ledger to Mission Winnow:
Philip Morris International Inc. (PMI) has collaborated with Scuderia Ferrari for 45 years and with Ducati for 16 years. As of today, these partnerships will be focused on Mission Winnow.
There are also 4 PR in the last 60 days, about one every two weeks.
If you want more read the new website.
https://www.quantummaterialscorp.com/
Hopefully we see the 10K next week.
You're going to have to complain to Merck about why they haven't implemented their patents. At the least it shows a Quantum Dot key that you have doubted exists. QMC anticounterfeiting process and tech is patent pending. Why would they say that if it wasn't different from Merck's? Wouldn't make sense.
I read yours posts and for all the ways you think there is no difference in what QMC is doing, or all the ways they are doing something you don't think they can do, it's great to me that QMC is doing what some think can't be done. While some just talk about it, the QD Physical Key, Squires and Williams are already putting it out on the market.
Heading up!
Love it! We be Blitzscalin'!!!
Until the company says whats going on in India, anything predicting it isn't going according to plan is a baseless rumor.
Tags are not game-changers. They exist today.
If its not a QD Physical Key, why would quantummaterialscorp.com/ post this strong statement on its home page? The QD Physical Key is a game changer. Tags are not. Period.
Quote:
NEW from Quantum Materials Corporation. An industry-first combination of QDX™ Dot Nanotechnology and QDX™ Ledger Blockchain to underpin a patent-pending game-changing Anti-Counterfeit response.
Regarding the quote you questioned-
"This signature can be scanned using a hand-held device and the scan results in a digital identity. We then store that digital identity on a blockchain."
Just change "signature" to-
"This Quantum Dot Physical Key can be scanned using a hand-held device and the scan results in a digital identity. We then store that digital identity on a blockchain."
Now, don't quote me word for word, but that is the essence of what a physical key does.
I can answer your statement that it isn't in the blog, proving you wrong.
That last quote says QD Physical Key to me.
How would I know you honored the agreement if I lost?
You are just another anonymous poster.
You are entitled to post but who knows why you post?
Everyone's posts are their opinions.
I bellieve the company will succeed. Do you?
BTW, want to answer my question I posted yesterday?
What do you think $QTMM will rise in value to when
we get our first blockchain deal announcement?
Thanks, I will quote what you call stupid:
Kurt, QMC changed the business plan a long while back.
They want to license and get royalties.
We have gone over this dozens of times.
Why can't you accept that as the reason they are not
going after low-margin display sales?
They have a contract with Assam that will pay $7 to $10 million this year
and royalties on QDSC, QDLED, SSL and Displays made in Assam.
Why can't you accept that is a successful example of licensing and royalties
being implemented by the comnpany? The money will come. All the parties agree.
No more straw dogs or repeating old outdated arguments that don't apply to what the company is doing for the benefit of all the shareholders, please!
The concept of a QD physical key is not new.
It is in blockchain literature I have read.
The Merck patent on Blockchain and AI that you or BigE
posted a few months ago mentions something similar.
You don't think that QMC can do something similar and better since
we know anticounterfeiting was listed and described in the QMCDOTS
website as far back as 2015?
You think this is just something they pulled out of the air?
What difference does it make it its in the QMC blog or not?
Plenty of reasons not to post details starting with competitive secrecy.
If you read my disclaimer below this post, what I post is my opinion
and if you don't like it, too bad.
Hey BigE, what will $QTMM share price be when they get some company to sign up?
After that we'll see what the field looks like then.
Another good question but I haven't heard anything about QMC "getting around" anything. That's crazy talk rumors..
What Squires said about QDX QD and QDX Ledger is this;
I cannot stress enough how unique our approach is. We have taken many man years to develop quantum dots that can be incorporated into many different products and which can be tuned so accurately. And we have acquired world-class blockchain technology from a leader in that space, bringing the visionary who led the development on board as our CTO. We believe we are now in a great position to leverage our R&D for this substantial anti-counterfeit business opportunity. We're just getting started. There's much more to come. Please follow this blog to be kept up to date and feel free to leave comments. Thanks for your interest!
It is a good question.
QMC has always made the highest performance QD, with best uniformity, and all other specs. No other QD company makes a commercial Perovskite QD and a 95%Rec 2020 QD.
It's a good question because QMC has not said what QDX composition is, just that it is unique.
We need the national press and media to get the word out now.
QD Tag/label makes the product (a TV, or coffee, or tissue paper boxes) identifiable and prevents counterfeit product in the supply chain. That's end to end track and trace.
QD physical key allows one user access to his blockchain account.
Its purpose is to be an uncloneable system that cannot be hacked.
It is optical so would be read by a reader/scanner/camera, and possibly in the future by your mobile phone.
So there are at least two products to sell users of the QDX Ledger.
Quote:
QMC is making a Quantum Dot Physical Key. Its unhackable by even quantum computers. That's why companies are listening to QMC.
Thanks for quoting me! Glad for the help to get my message out!
1) show me a link where they have said anything like "QMC is making a Quantum Dot Physical Key."
If its not a QD Physical Key, why would quantummaterialscorp.com/ post this strong statement on its home page? Where else would they use QD in Blockchain?
from post 78284
"The major issue I cover, though, is the inherent flaw on page one of Satoshi’s paper. That elegant if pesky line about “computationally impractical to reverse” transactions. You see, the crypto behind cryptocurrency is actually public key. We are likely less than three years away from this being completely hackable by a quantum computer."
The point is "public keys are hackable".
The other point is that Quantum Computing can hack algorithms.
QD Physical Keys do not use algorithms and are not hackable.
Wrong again. They are not doing what you say so they cannot be wrong. What you think is not what they are doing. QMC is making a Quantum Dot Physical Key. Its unhackable by even quantum computers. That's why companies are listening to QMC.
YOU -