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1% is measurable!
I have not followed the case closely but if that's the worst of it I am none too worried. Consent is qualified not absolute so the question is whether it would have been reasonable to withhold consent and also, can the lender show that their interests were materially prejudiced as a result of the default? Where is the prejudice here? A technical breach isn't going to justify a punitive level of award.
I am here purely for the chance that QMC will pull out some stellar news one of these days, just like Nanoco just did recently. It was somewhat out of the blue there too.
I agree. This was announced juzt (see what I did there) before Grenfell too. Building Regs are being reviewed on H&S grounds too.
So their case must be that they have not been paid. If that is not right can someone explain the dispute?
They are owed. Is there any choice but to take shares...?
Nanoco up nearly 50% today
HKC are at it too, with the help of Govt subsdies just like BOE.
https://www.digitimes.com/news/a20180126PD204.html
Interesting.... where is that from please?
Oh, thank you. Glad I asked!
Errr..... how is this not negative given the Nitto Denko connection...?
Mini LED backlit panels for smartphones in China
https://www.digitimes.com/news/a20180110PD216.html
Spotted this on a Nanoco discussion forum ...
I've only just picked up on this (might be old news to some of you), but I've noticed that Sharp (Foxconn) were running around China Q4 last year showcasing an 8k cadmium fee quantum dot TV....:
http://www.sohu.com/a/168749887_114760
http://www.chinafpd.net/news/35693_2.html
(you'll need to run the articles through translate)
Yes I think the BOE news is very interesting too. It certainly fits the backdrop to QMA in China. Fingers crossed
Boe production fabs https://www.digitimes.com/news/a20180105PD205.html
It can and does happen. Like when I was looking into buying bitcoin at $160, that was only 4 years ago. If QD fuflils the hype it will be the same here, as a platform technology. Short term, even juat survival is tricky.
That's the rumour I heard too
I would have neen ready to sell out at $0.25-30 then amd there is still a high risk of getting nothing. I would gave moved on and found another investment. The fact is that we have all waited too long. I will only judge Sri when we see what happens and what is actually feasible.
And this news from AUO?
http://www.digitimes.com/news/a20171124PD207.html
Thoughts on this news from BOE?
http://www.digitimes.com/news/a20171124PD204.html
Then the share price will be on its knees.
IMO Nanoco's fall is for largely the same reasons as the dive we have seen due to a lack of support here. And the turnaround for both companies will only come if the industry for cfqd does at last develop as many of us have been predicting for a long time. Will it do that now or ever? That is the big issue. There are still question marks over whether it will happen or not, and can the fragile investment market take any more knock backs? As an outside investor looking in I can only conclude that progress to commercialisation has been a lot more difficult than it was ever anticipated due to probably a whole range of things - but even now how can we be sure the R&D phase is finally over for many of the key players?
It sounds like you are not expecting any good news.......
I am loving your unbridled optimism but I am not so sure it makes for a sound investment strategy. Dare I ask if you put all your eggs in the QTMM basket?
Display industry customers does not impky tv makers. It is more likely to refer to film makers, surely? They needs to sample dots to perfect the film and I doubt we have completed that stage already
You have some lofty expectations!
Measurable portion could be only 10-15%, and that volume still needs to be achieved in time, hence modest revenues will be tiny in my view, i.e less than $100,000 currently is my best guess. Hope I am wrong but dont think I will be far out. I think the price point will be much less than $100 per gram. Roughly $50 is my working number
I am afraid I didn't read it that way at all either. The Squires statement was open ended and conveyed the impression to me that modest revenues, for now, means "tiny".
For quantum dot displays .....
http://www.digitimes.com/news/a20171107PD202.html
Google what?
I found this a bit puzzling for a number of reasons:-
1. Why do they use a big intenational law firm..? Vanity or something more?
2. How much money has actually been spent on legal fees?
3. What legal services?
4. What little we know does not suggest legal spend would be high IMO so what else dont we know?
I am not selling for anything less than 25c
The simple truth here is that both Nanoco and QTMM came to market too soon.
The time to commercialise would appear to be now, or it may perhaps be never. But if you reflect on the actual market noise around cad-free display launches, the momentum has just about arrived and so the gamble does appear to be better now than it ever was before. Impatience, scepticism, frustration, and the rest have no bearing now. I only wish that I had not heard about quantum dots in 2014....
Hi Solartech, you said:-
- Sales of DOW's QD is limited due to Nanoco's sole thin film partner Wah Hong.
I have lost your thread on this... How? DOW is making its own film and dealing direct with OEM's (isn't it?)
Large Nanoco fundraise at 35% discount after market close
Yes, they have actually put out a few references to cadmium free QDEF now I have looked again. IMO we actually need the QD aupply market to break through with Nanosys, Nanoco or whoever since if the recent Samsung PR is to be believed the lack of current supply to the correct commercial specification is potentially damaging to widespread market adoption compared to OLED.
I fear it will be Nanosys actually. Jason Hartlove seems to think they do know how to make cadmium free and I don't mean the ROHS compliant hyperion dots. This does not seem to tally with any Nanosys PR but With a funded R&D team what is actually stopping them...?
Hi Jamis
Why do you suppose they dont say cad free in the press release and why do we think this is NOT Nanoco. Their dots have to be going somewhere too.
There is a whole new District of a US city being planned as a smart city quarter right now. I am away at the moment but can check my notes when I get back.