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...Life Technologies Corp., Evident Technologies Inc., Ocean nanotech LLC, QLight Nanotech, and CrystalPlex are also some of the qd mkt leaders
InVisage Technologies
I read the first article when it came out, and left. How many of those comments were mine? None
It was clear they were looking after their interest(s) to the best of their ability. I saw no need to go back.
I reviewed their site after your post.....still don't care for that site.
Your joke was a form of ridicule of those that tried to get Analyze to at least talk to company rep for more accurate information. I respect and appreciate their efforts.
You play chess with several moves in advance, so no I don't think you're unaware of the impact of words.
I just pointed out that some take action, (buy/sell/hold) based on perceptions, (their's as well as others).
Glad you're having fun w/jokes
.....no, I didn't use the link, last time was enough thanks
too funny. you expect ihubbers to react to perceptions, (ie "referring to the iHub'ers racing over to the Nanalyze comment section to defend the company like last time") but not the mkt.
Dude, the mkt is made up, (exception automated systems to a deg) of peeps that buy and sell based on perceptions, (sometime that perception is based on knowledge; other times rumors).
they've already done what they wanted to do. The mkt doesn't seem to care what they think.
...think the mkt is gaining awareness of QMC potential and waiting
on news wrt revenues/contract
Looking Forward
They've played that game before, while claiming to be unbiased investors promoting nanotech field.
They did a piece, (hit piece imo) on QMC and promoted Nanoco in same article.....that was unbiased in their opinion. Go figure.
LOL, Know what you own and buy/sell accordingly
gtk some have reloaded
don't know
Quantum Materials ?@QMCdots · Jul 1
#askpotus If you want to speed solar energy adoption have Whitman @OSTP look at QMC Next-Gen Quantum Dot Solar Cells and contact us. Thanks!
-------------------------
....read the tweet your way
No hounds, just the mkt
Quantum Materials Corp (QTMM) Sep-13 0.07 0.195 +178.6%
http://www.nanalyze.com/2015/07/how-to-lose-money-investing-in-stocks/
Nanoco Sep-13 185.21 91 -50.86%
https://www.google.com/?gws_rd=ssl#q=nanoco+stock+price
.....from post #39418 : Though source was questioned, I'd think statements from Liberum/Canacord were legit
Liberum
Runcorn on track
Processing green dots has moved from the pilot lab in Manchester to the volume plant in Runcorn. Final tweaks are being made to the red dots in the pilot lab before processing is moved to Runcorn. Runcorn currently has a theoretical capacity of 40-50Kg, if it were to run on three shifts with some additional manpower. If a further £400K-£500K were to be spent on equipment, capacity can be increased to about 100Kg, not insignificant compared to the initial ramp which we believe to be about 800Kg at Dow's Korean facility next year. Runcorn capacity could therefore contribute to the initial supply build-up for the first customer, till the Korean facility comes on stream.
........... could contribute for the 1st customer (till the Korean facility comes on stream.....WOW!!
Canacord
Capacity at Runcorn was doubled in late 2013 to c.50kgs of quantum dot material. We expect initial commercial orders for Nanoco quantum dots to be delivered from Runcorn.
Dow anticipates its commercial quantum dot production facility in South Korea will be completed in early 2015. We understand the equipment designs are largely complete and Dow will place orders for equipment once a customer places an order. Dow estimates that lead time for the delivery and installation of the equipment is around 7 months with an estimated additional 1-2 months for commissioning the equipment.
........" Dow will place orders for equipment once a customer places an order".....that could represent a serious delay if Nanoco's CFQDs metric aren't up to par w/competitors, (at that point in time).
........regardless, another 9 months or so after the plant is built when they just started breaking ground?? Though among the 1st, they may end up being late for the main party of "QDs Mainstream"
"Traditional valuation metrics have little relevance until commercial production commences and ramps up to meaningful volumes, most likely in FY15."
.....maybe that's how/why they had a PE of 85+
"Share performance catalyst
Pilot launch of the first TVs using cadmium-free quantum dots during 2014. "
..... PE of 85+ represents a lot of exuberance and expectations imo
" LCDs are currently making use of only about 30 –50% of human colour perception capability. Quantum dots can provide up to 50% colour enhancement over LCDs."
.........it sounds to me like that Nanoco's performance metric w/ CFQDs is 75% of human colour perception capability . That level may be a potential problem for them, if the 75% level hasn't been improved imo.
____________________________________________________
"Nanoco has an exclusive worldwide licensing agreement with Dow for the manufacture, sale and marketing of Nanoco’s quantum dots for use in electronic displays. The agreement is over 15 years with capital requirements totally funded by Dow . Nanoco will receive a high royalty rate ( we estimate of the order of 25% on the first $1bn of sales ) on ex-works sales of cadmium free quantum dots from Dow to the customer. "
.....50Kg capacity from Runcorn w/75% metric,....and if Dow doesn't sell them???......but a guess on royalty, (does it continue at a reduced rate after the 1st billion or does it stop??)
" Nanoco’s joint development programme with customers and Dow’s signing a commercial deal are separate and not linked "
.......one presumes, also an aspect of Dow/Nanoco contractual agreement ......sounds like limited leeway, if Dow control mfg/sales
______________________________________________
"The Dow facility will have an initial capacity we estimate around 800kg of quantum dots and will ramp up rapidly over the following year or two to an initial target of around 5,000kg quantum dot capacity. As a reminder, <1 gram of cadmium-free quantum dots (based on film method of integration) is required in a 60-inch LCD display. This implies that 20m 55-inch LCD TV’s sold in 2013 would require c.15,000kgs of cadmium-free quantum dots.
......let's say both plants kicked out 1000Kgs; 2013 "This implies that 20m 55-inch LCD TV’s sold in 2013 would require c.15,000kgs of cadmium-free quantum dots." : How exactly do they get there to meet just this market? ...1-2yrs to get to 5,000 Kg.
It doesn't make sense to me that they will be able to also meet the mkt needs of SSL and Solar.
The following may be a clue as to how they're to meet that need, "Nanoco-Dow is working with certain film coating manufacturers to produce cadmium free quantum dots film in commercial quantities."
......ironic given their claim of being the only CFQD mfg of mass production.
.....we know that Samsung backed off of Dow/Nanoco 2015 and the word was that LG would re-negotiate w/them. Was there an efficiency, (wrt 75% meteric) or mayhap sufficient supply concern? Samsung/LG action means there was a reason behind their decision.
......Supply does sound like it was a concern
http://michaelwalters.com/stories/news.phtml?num=4180
________________________________________________
......liking QMC better all the time
Nice Kick!
Happy 4th All
Under a new rule proposed by the SEC, senior executives that publish faulty financial statements would have to give back some of their compensation as punishment for the accounting missteps. Presently, an executive may get to keep a bonus even if the company artificially inflated financial metrics and then corrected the missteps by issuing new financial statements. The new rule would enable a company to "claw back" incentive-based compensation (which has grown consistently larger in recent years) when financials have been restated.
Seeking Alpha
....good to know
one would presume most know it would have to do with the terms of a contract involving another business entity.
Would you like QMC to get the same deal Nanoco got from a global chemical giant?
If the what if scenario yesterday had been a real concern, you would've called the SEC or some such, (as you have done in the past).
I believe lawsuit(s) came to mind for most; hence the purpose seemed more in line to impugn QMC's stated intent to uplist to me.
Rodman Renshaw/Nasdaq
Warren Buffet looks at a company, but invests in people. SS has shown slow steady steps of progress. I've seen nothing that changes that outlook.
Was talking to wife yesterday wrt uplisting; ....not enough shares available for institutions and funds w/o sp going Zoom.
Background thought was; If more AS are needed, SS would be able to show where it'd be advantageous to do so. We haven't seen anything to indicate that he's heading in that direction. That implies to me, that trial orders and talks are going very well indeed.
....Filings and company updates will tell the story of what actually is
"Quantum Materials Corp will be attending the Rodman & Renshaw 17th Annual Global Investment Conference, Sept. 8 - 10, 2015 in NY, NY."
http://www.nasdaq.com/press-release/quantum-materials-increases-manufacturing-capacity-for-highheat-tolerant-qdxtm-quantum-dots-20150625-00181
Rodman & Renshaw, LLC Offering History
http://www.nasdaq.com/markets/ipos/offering-history.aspx?expert=rodman+%26+renshaw%2C+llc
https://www.google.com/?gws_rd=ssl#q=Rodman+Renshaw%2FNasdaq
.....I know, I'm trying to get private company out of Rodman & Renshaw information and I'm failing too,.....go figure
.....It looks to like Stephen Squires is still making Steady Steps of Progress with QMC, (and following through with stated intention of uplisting)
No, not confused. I'm aware of OS and company status.
Have noted that you now do a lot of conjecture, wherein before you requested facts and supportive data.
OK, you have my attention. Please present your facts and supportive data, otherwise company filings and updates will continue to be fine.
wrt to Nanoco, is there any that don't know that company was the standard to which you held QMC up to, (for a span of time)?
The Rubicon outlay for expenses were 7 million for 1 million revenue. Dow's start in Korea did help their sp, (which is currently 95.5 pence)
the history of QMC's steps lead to this point w/a tm product QDX, (which was consistently pointed out that they didn't have at one
time nor did they have a partner like Dow; that we should be more like Nanoco).
Now QMC does have a tm product and appears to be on the cusp of 1 or more agreements, (based on trial orders) and now it's like I'm not saying this will happen, but What if QMC decides to take the company private. Really??
Have you seen anything in the history thus far that would suggest such to you? Stephen Squires stated his intent to uplist. Have
you seen anything to suggest that he changed his mind?
As you brought up your legitimate question and have shown yourself to be one whom anticipates, (ie time of entrance into qtmm), did you sell your position.....or was it idle conjecture?
yes, the question reminds me of a paranoid vision
Hope the fear from whence it came wrt ownership was properly addressed.
believe this has the makings of a LT Beast....hold on
When things get rolling good, QMC plan is to spin off Solterra Renewable Technologies
GL
should be a good show ; )
Rock On
some good folk here that I still pay attention to.
Rock On, my friend
cee $$ visions do ya?
...may your trip be happy
true nuff
....LOL, do you feel like part of a cult or an independent thinker?
Appreciate the information you've contributed through the years
if tchh was taken private, any idea how or why shares are still trading?
tia
Words that hopefully help clarify
cult: a misplaced or excessive admiration for a particular person or thing.
visionary: (especially of a person) thinking about or planning the future with imagination or wisdom
anticipate: regard as probable; expect or predict.
...I've always thought of the peeps here as independent free thinkers;....not part of a blind following
To be clear wrt Clay's article, I think it was meant as a complimentary shout out to those that have been supportive of QMC for a long time.
.....wrt the conversation, it was an indirect acknowledgement of others that had the foresight to anticipate the mkt and
the fortitude to hold during the interim,...not blind followers, but independent free thinkers
GLTA
Materials Innovations Help LEDs Turn On
While quantum dots are gaining ground as downconvertors for LEDs in displays, they face challenges in general illumination. One issue is heat, as it is necessary for the quantum dots to be closer to the LED than is the case in displays. They also could be subject to high heat during LED manufacturing, said David Doderer, vice president for R&D at San Marcos, Texas-based Quantum Materials Corp. The company has, therefore, been refining its quantum dots to satisfy these requirements.
“We’ve done internal testing for brief temperature spikes, as well as longer-term aging testing. Both of those are on really good tracks,” Doderer said. “If quantum dots perform well when placed close to the LED, then other aspects of the system can be optimized.”
One possibility would be a reduction in the overall size, leading to low-profile devices that are not just replacements for standard lighting. Such flexibility and the capability to tailor lighting output could allow adjustable lights to optimize growth for urban agriculture and other novel applications.
http://www.photonics.com/Article.aspx?AID=57443
....inside organic growers should like that
Materials Innovations Help LEDs Turn On
While quantum dots are gaining ground as downconvertors for LEDs in displays, they face challenges in general illumination. One issue is heat, as it is necessary for the quantum dots to be closer to the LED than is the case in displays. They also could be subject to high heat during LED manufacturing, said David Doderer, vice president for R&D at San Marcos, Texas-based Quantum Materials Corp. The company has, therefore, been refining its quantum dots to satisfy these requirements.
“We’ve done internal testing for brief temperature spikes, as well as longer-term aging testing. Both of those are on really good tracks,” Doderer said. “If quantum dots perform well when placed close to the LED, then other aspects of the system can be optimized.”
One possibility would be a reduction in the overall size, leading to low-profile devices that are not just replacements for standard lighting. Such flexibility and the capability to tailor lighting output could allow adjustable lights to optimize growth for urban agriculture and other novel applications.
http://www.photonics.com/Article.aspx?AID=57443
didn't agree w/the term cult in Clay's piece. It took people of vision to anticipate the mkt based on available information and congruency thereof.
We have a lot of that same info on the intro here. LOl,think most peeps look at the latest and the chart.
....it's all good, I'm along for the ride
Looking forward
Thanks, good to know.
....looks like peeps are starting to get enthused ; )
Looking Forward
Solid post.
....lol, had already marked ya
Good fortune your way
anticipating the mkt is why you got in a few yrs back, (and showing green now) isn't it?
....imagine some entering now see some of the same potential you saw then
long time in the making w/slow steady steps
....consolidation w/narrow channel
Looking for QMC to have some Zoom on revvy/contract news
...year or 2 back a research report stated to the effect that there would be ongoing developments for the next 50 yrs.
Good fortune your way
QDX - Trademark Details
Serial # 86636475
Goods and Services
High temperature performance atomic particles (nanoparticles) for use in light emitting diodes, solid state lighting; electronic display and digital display applications, color filters and dyes, electroluminescent devices for use in lighting products, displays, 3-D printing and additive manufacturing authentication and anti-counterfeiting technology
https://trademarks.justia.com/866/36/qdx-86636475.html
Thanks Bear
...given that Nanoco had a PE of 85+, (last time I checked), I wonder what kind of PE QMC will be given after revenues are announced.....
Looking Forward
Top 10 Trends in Displays
Quantum Dots
According to market research firm IDTechEx, "Quantum dot-enhanced LCD panels are set to capture a 14-percent share of the TV market by 2020." Quantum dots (QDs) are light-emitting semiconductor nanocrystals that can convert light from one wavelength to other specific wavelengths, creating intense red, green and blue colors. The dots can support large LCDs, making them good candidates for TVscreens and other applications. Backlit QD-LCDs are garnering interest and investment because they greatly improve image quality while costing less than OLED, as the LCD fabs are already in place, many of them fully depreciated. Pioneering companies in this space include Nanosys, which embeds quantum dots into sheets, Quantum Materials, which prints the dots on film, and QD Vision, whose technology routes light from blue LEDs through tubes filled with red and green quantum dots to create pure white light.
http://www.displaydaily.com/press-release/23987-top-10-trends-in-displays
....Nanoco wasn't listed. Do you think that was an oversite by "Sri Peruvemba, CEO of Marketer International and Head of Marketing for the Society for Information Display" or maybe their CFQDs aren't doing as well as expected.
QMC seems to have the edge imo.
QDV seems to be limited in product applications.
Nanosys embedding process would seem to cut qd efficiency down and be more expensive than a spray on process.
....with QMC's PR about QDX tm 260 deg Celsius and it would seem we have the start of a potential mkt leader in the making
LOL, will wonders never cease?
QMC Rocks the World
.....Creating new Standards for Tomorrow
as it was postulated that QTMM should be more like Nanoco, does anyone know how many insider trades they have?
http://www.msn.com/en-us/money/stockdetails/insider-trades/fi-22.1.NNOCF.GREY
thxs
....sure do like QMC's Steady Steps
have you found all that info about Nanoco's CFQDs?
Maybe their information would help for comparative analysis.
....as you seem to already be on it, would you share what you have?
if I recall correctly, 1st stated amount for sample was 20 grams.
Also taking into consideration was the intent for ongoing royalties for products which contained QMC QDs, (which implies a closer relationship than just supplying an ingredient).
That relationship may determine whether trial amounts are paid for imo.
Regards
"Quantum Materials has shipped QDX(TM) trial orders this week to six of the leading global display manufacturers to support
ongoing market-driven joint development efforts."
DK, but imagine these same 6 received QDX samples which functioned w/150 deg C: QDX now functions @ 260 deg C.
I'd say that is a Huge improvement.
To me, the bigger question is in re to "ongoing market-driven joint development efforts"; Is QMC working more to craft a product
(QDX tm) to meet a need,(as a supplier) or does QMC function more in a co-creative capacity?
....are we being paid for the trial orders? That scenario may fit w/expected sales, but no idea, (the scope of SS's vision
comes into play. He tends to focus on the Big Picture and anticipates, (as evidenced by the MR means of mass production before the need was there)
Looking Forward
Nice find; Company on target and Moving Forward
...I like those Steady Steps