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Woofer, I won't make a case for the drop in price being a good thing but simply state that the drop in price does not "need" to be based on "bad news" lurking. In fact, the more locked and loaded QMC is with their business and technology (as I believe they are), the more "interests" come in to play. The broader the field grows of those who want the shares currently be held by others in their hands--at a very low price. Share price-- most of the time--will not appear to act rationally--even as the company possibly becomes very successful over time. We are still a very small fish swimming in big waters and subject to a LOT of turbulence.
Dockzef,
Thanks for this info. But can we confirm that "Xinjiang Guanghui Industry Investment Group" equals or (is tangibly linked to) "Guanghui Technology Group"? I know it can be tricky since new entities are often deliberately discreet. It will be very interesting to see who gets appointed to the QMA Board.
Dockzef,
My comment was based on not finding our Mr Liu Xiao on the list of 400 wealthiest. The list appeared to pop up in that infinite world of "search results"--but no real connection whatsoever. If I'm wrong and missed him on your list of 400, I apologize. Confirmation (??) that our man is there would be welcome news. I have doubts.
Difficulty tracking individuals in asian business networks was discussed earlier.
He's not in the article. Random queing up after a search is meaningless.
DDHawk,
I think it's fair to say that the upcoming presentation schedule you pointed out on the QMC website helps meet the first milestone of 2016:
Key Milestone Estimated Timelines
Calendar Q1-2016
(January 1 – March 31)
• Implement enhanced corporate visibility strategy
JimmyB, Also noticed some earlier news about Samsung beginning to source a few TVs from china. Interesting where that QD trail might lead if it becomes a real trend.
Chessmite,
Great reminder to revisit that press release from 10/2014. While addressing China/Taiwan patents--it also appears to speak directly to the deal now unfolding. That was a call for partners in scaling up manufacturing--now here they are. A further indication of the strategic roadmap in place and ability to execute it globally. Yes, they had to prove what they could do in San Marcos first.. and they did.
Thanks RPR, Excellent update. Will our Dr. Stott be presenting in english or korean? Ha.
Clearly this latest development was in focus when closed one-on-one meetings were happening with Roth clients in mid Dec 2015. I wonder to what extent QMC asia entered into discussion. Regardless, this development one month later--combined with Squires statement from the QMC Dec 10 press release is very suggestive. I would think accumulation strategies are being put in place...
excerpts:
"CEO Stephen A. Squires. “As we continue commercializing our quantum dot offerings and establishing joint agreements with industrial customers, Roth’s strategic counsel, research and investor base are proving integral to our Company’s future."
and:
ROTH’s Senior Cleantech and Industrial Growth Analysts Craig Irwin, Gerry Sweeney and Matt Koranda will be making introductory remarks, after which Roth clients will be meeting one on one with Quantum Materials CEO Stephen A. Squires, CFO Craig Lindberg and board member Daniel Carlson.
Thanks BigE, Very concise, helpful read...
Excerpt:
In a nut shell a Hong Kong entity which is well structured can remarkably benefit a company with international operations. Limitation of exposure to taxes, liabilities, and bureaucratic hurdles along with better profit distribution, ease of restructuring also benefits the bottom line of the foreign company and facilitates its internationalisation strategy.
This strikes me as a reasonable structure. I'm interested to know what if any difference there is between profits and cash distributions. Also interested to know how others, with industry experience, view this formula for setting up shop in asia/china. I like the 3-3-S.Squires board configuration. Partners are heavily motivated to help drive growth but QMC in the drivers seat. Very different and IMO vastly better configuration than Dow-korean-model.
Thanks Jetpilot, for delving into this topic. Any snippets of documents or links you uncover would be greatly appreciated.
tykun,
It might be true that JV agreements like this are difficult to verify or fully research, but capital can move quickly and this is all on a very tight calendar. QD's should be flowing by fall 2016. Thats how I plan to verify.
Meanwhile, I recommend looking at recent hires, and board additions. I believe this kind of talent will not join a company that is playing shell games with possible JV's and partnerships. I think these are solid steps taken by a management with plan to deliver on promises--or over-deliver and surprise as with this announcement.
Best,
This JV is remarkable news. A $20 million validation of the QMC's qds and even more importantly its proprietary N2C production technology. I'm reminded of this headline:
June 3, 2014
Quantum Materials Initiates Mass Production Months Ahead of Schedule.
This ability to flawlessly perform with new technology is impressive. Here is a chance to hopefully do it again with the whole industry paying closer attention.
I would love to see a side-by-side analysis of upfront and anticipated operating costs of the Dow plant in Korea vs Quantum Materials Asia.
This seems like a clear illustration of the "flow chemistry" revolution that is completely re-engineering the concept of a "factory". Micro-reactors in series quickly brought up and running as needed, where needed.
Congrats all the way back to Micheal Wong, and the company's early flow production IP.
I'm with you, Jamis, on 2016 being the year. A remarkable number of strategic pieces have been put in place, and the company has acted with confidence in laying out their intentions for the very near future. This is the year to finally turn on a stream of revenue--hopefully more than a trickle. I think management will deliver on what they've said. My investment is based first and foremost on their credibility. I've not been here nearly as long as some, waiting, but I am thinking in terms of weeks and months too, as things unfold during this critical and exciting year.
Dockzef,
I'm particularly interested in this "layered assembly process" because when QMC eventually makes product announcements (with Nitto Denko?) I'm assuming this doesn't just mean a new QD film product is available, but that it is already fully integrated into product assembly--part of the layered film package in a finished product that is rolling off the assembly line.
To optimistic? I'm Interested how others, with more insight into this business, view upcoming product announcements.
Spartak, Thanks for this upcoming year in review. I agree performance in relation to this list is KEY..
Perhaps our Moderators could consider stick(y)ing yours or a similar 2016 milestone checklist at the top of our message list..
Wow BigE, if Efun is not exaggerating--the doubling of the sales price of a TV by switching to Blue light excitation QD film--is a vast economic incentive. And the NTSC color improvement--visible and obvious to the consumer is, as we already know, a major sales driver. I just haven't seen claims quite this dramatic before. And happening as we speak.
I wonder if "the Japanese National Force into quantum dot materials" includes Nitto Denko....
Good Catch Kinnaree, Clay was/is a hired wordsmith to help potential investors put the pieces together---guiding the speculation around the limited info released in official PR's. I understand why QMC brought him in when they did, and at some point his role will end. Everyone can see what Nitto means--and Clay cant fill in more than what we know in that regard. I think he already said he would follow up this January so I kind of suspect that he will. Perhaps he could be helpful through the uplist process too--helping calm investor concern, and throughout the busy upcoming year I would appreciate the opportunity to glean additional (albeit limited) info from his reports. In the end however the Company has laid out the 2016 program and simply needs to deliver--no real further explanation necessary.
IMO
Don't mean to sound dismissive of Clay's hard work and insights. There is an important role for what he does and how he unpacks ideas.
Agree with this Jamis.
One of the most exciting aspects of QMC for me is their proven ability to order, install, and begin producing QDs with their proprietary technology. They've done it twice in Star Park, ahead of schedule even, without any apparent hitches (to my knowlege). That has truly impressed me, and creates a reliable roadmap for other companies to now buy into. Hope you are right Jamis, that next steps will proceed with signed contracts..one after the other..
Big E, As far as I'm concerned the $1 game is still ongoing and revealing how far off the mark we ALL were.
At this point, I'm more interested in ticking off the company goals laid out for 2016 rather than speculating on SP--but I understand it can be done in fun.
Speaking of company goals..and speculating.. anyone interested in the 2016 3Q goal of establishing another production site and the 1Q hire of Dr Stott--a fluent Korean-speaking expert?
Agreed Spartak, As long as a disciplined financial hand is at the helm now, running a tight ship as it leaves the port, I am a happy sailor.
Thanks for the perspective Tedj.
You're probably right. But I do see the marketing significance of identifyng QD's inside of the emerging line of televisions and displays. I guess it remains to be seen how distinctive or unique QMC's "high performance" tetrapod QD's are. I don't know if anyone quite knows how marketing strategies will unfold. Since the result of QD's in a display is a directly visible effect on color and brightness maybe consumers will one day prefer a tetrapod QD product and it will need to be branded as such. Just loosely speculating here on a sleety day in Chicago..
Thanks IH8,
another example of an uplist and reverse-split of a growing, forward-looking co. is CTSO -- a blood filter Pharma co. Coincidently CTSO was the ONE bright example on the list of companies BigE recently posted in relation to VistaGlobal performance. This company is growing sales and distribution globably although slogging thru FDA regs here. Successful 10-1 reverse split and uplist one year ago. Share price holding about even despite a few hiring snags and regulatory hurdles this year.
Don't want to replay the reverse split debate here--but believe things are looking good and QMC is being well managed. Looking forward to seeing QMC strategy unfold.
woofer, I'm not in the biz, but I really like the QDX branding that our company has started, both its concept, look, and related language. I assume getting that logo on any products that appear this coming year is a high priority for our management team and probably a key negotiating point in JDA process. I think QMC/Nitto QD products WILL be unveiled this year and hopefully the "high performance" rhetoric attached to QDX QD brand will be noticed and fully employed by marketing teams--hopefully happening as we speak. I'm very encouraged about the coming year. FWIW
Lighting industry perspective from November. Apologies if this was posted earlier. Author was mentioned in prior article posted by BigE:
Key trends from Luxlive 2015
Great article BigE.
Thanks for posting. Its really exciting to see Steve's comments on the QD roadmap for the lighting industry. Clearly this article is focused on looking ahead into the QD Future and this makes me increasingly confident that the 2016 goals for the company could already be largely in hand. We seem perfectly poised for a very big year to unfold.
Here are a few links to Nitto Denko enterprises that I find interesting:
speaking of embedding qds in films...
glimpse into Nitto's films in tablet display business
link to Nitto's Taiwan operations development including LED encapsulation
and looking down the pipeline a bit further Nitto's research into sensors could be looking at qd's??
sensor research center (2011 press release)
Thanks for all the energy (from everyone) making a great forum here.
Best of the holidays to all.
And of course good luck with investments in the coming year.
Trevorbc, it make sense to me that one possible reason for the payment for silent period is specifically to constrain QMC from talking to Nitto's customers directly. This could be valuable time for Nitto to get their new QD product line together, and yes, sell our QD's to their existing customers... Lots of positive scenarios are possible. Cant help but speculate here. I'm really looking forward to watching things unfold in the coming months.
I agree J45. At this point in time, I wouldn't dare let go of my shares for 30 day IRS wash-rule. Thanks for your consistent straight talk here.
I agree J45. At this point in time, I wouldn't dare let go of my shares for 30 day IRS wash-rule. Thanks for your consistent straight talk here.
Thanks Spartak,
I've never followed this indicator, but I see what you mean. Many ways to see that major potential is hovering in front of us. My top "indicator" remains the investment Nitto Denko made in 4 months of management silence. But I appreciate this perspective too..
Thanks Solar. This is significant news. Vista Partners appears to be a very active partner to the companies it takes an interest in. Including a significant focus on acquisitions.
Excerpt from their site:
Vista Equity Partners is a leading private equity firm focused on investing in software and technology-enabled businesses
With over $14 billion in cumulative capital commitments, Vista seeks to partner with world-class management teams looking to reach their full potential. We understand the software business model and have developed specific operational improvements (the "Vista SOPs") to create value, and we combine this operational capability and understanding with a unique, long-term perspective. This combination encourages optimal business decisions, enables the pursuit of operational excellence, and drives maximum value creation for all shareholders.
Vista Equity Partners is a low volume, high value-add firm that makes only a limited number of investments per year. Vista's investment process continually identifies specific companies that can be acquired and transformed through the implementation of the Vista SOPs into predictable, high cash flow businesses. We have maintained this disciplined focus since our founding, as it allows us to tailor both the transaction structure and our working relationship with management to best meet the specific needs of each situation.
We firmly believe that solid business execution and patient capital is a winning combination for long-term success.
Chessmite, jamis,
I think QMC is sitting in the catbird seat. Being Chicago-based, I did a quick call to Roth organizers to see if I could slip into this event. Not surprisingly, no chance. Private one-on-ones with the pros only. No presentations. Fwiw.
Dockzef,
Here's another more recent Sri video (2015) with several mentions of "new materials" and specifically quantum dots. For someone with an expansive overview of the display world I'm curiouser and curiouser about his joining our BOD. He seems to embody an intersection of the world of flexible, roll-to-roll displays, epaper etc, and now quantum dots.
Sri Peruvemba 2015 SID interview
Apologies if this was posted before.
More from E Ink:
Vision: E INK on Every Smart Surface
How's that for a concise company vision? I like the thought of QD's (preferably QDX) on every smart surface.
jamis,
Clearly, we are knocking on the QD LED door...
QMC QD LED Problem/solution
According to QMC, low cost/high volume manufacture WAS the only missing piece of their puzzle...
Completely agree Jamis,
Check out this, and other products, from EINK site to get a taste of what could be right around the corner...
EINK Triton
I like their "Tier-one ecosystem".
Jamis, thanks for identifying this passage. I (along with all here) think the "next gen" question is really interesting for our company in this four month window (now 2 months).
The language you isolated seems to align with Sri Peruvemba's perspective, as well as display technology as it has been evolving according to the E ink business model. I no longer think that qmc is planning to simply catch-up with Nanosys QDEF film-- a component of current display manufacture--but I am anticipating a leap into a new display "ecosystem". Flexibility, toughness, higher contrasts and colors, lightness and greater energy efficiency are keys to a future of displays that won't be affixed to backside of glass.
The E Ink, E paper, display world that Sri comes from hasn't been discussed much here--I'm wondering if those with deeper knowledge can shed light? Clearly the very near QD future is not only about TV sales.
Jamis, I'm getting excited enough to pick up a few shares too--after swearing off additional investment until sustained income was being rung up.