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Interesting RNS from Nanoco today and back up it goes. What inroads are we making in the field of medical devices?
Thanks puravida, no offence taken, and thanks for your diligent replies.
I am just a layman and have neither the time nor scientific background to understand the market as you do, which means I do have lots of questions which I am not able to answer myself, and I do always like to hear other's views, +ve or -ve, so I can form my own view.
I also have rather too much tied up in this and Nanoco not to let the fears surface at least now and again. Now is particularly bad moment to be a Nanoco holder.... and here not much better.
I do see the problems of slow orders affecting this company too, and I wonder how quickly Nanoco might get its own orders, often promised but rarely delivered. It does still have tie ups which this company might be said to lack.
If Nanoco gets its orders finally I also still think that would be a good sign for QMC too because we know the market is being commercialised. Right now I do not know what to think but stock prices in both companies appear to say it all really.
You will say this is too pessimistic but I think my mood reflects the general market. I need a filip and quick.
Ok. You see I always saw this as the equivalent of car gearbox makers sweating their production line investments by developing from 4 gear to 5 to 6 etc.. before leaping full scale into some better alternative. So I thought the addition of a
film layer would come first, but will they just miss that step altogether now?
Is cad QD simpler to produce in mass quantities than cad free QD (?).
Thanks Jamis1. Hope we make it rich one day. I hate to admit it but I no longer think it will happen, unfortunately. You mention on chip QLED but if that is now our hope then the road map has just been pushed back again. How does QD survive short term if the market demand is not there. I always reckoned on the QD film layer being relatively cheap but I guess I was wrong?
The problem of trying to follow this site and the useful debate it throws up (thanks all) is severe lack of time!
I am interested to hear people's differing perspectives (best and worst case) on the following key issues. Note: this applies to QD makers generally not just to QMC but I am a holder here:-
1. Is QD going to be adopted as we all hope or will it fall behind in relation to competing tech outside the QD market altogether (e.g. OLED)
2. Why is adoption seemingly so slow..? How slow is it going, and can the QD makers survive any more delays?
3. Nanoco have said in the past that most of the market supply of QD (90% or more) is already non-cadmium. How so? Where are the sales....? (see 2. above)
4. Is the seeming inability for other competitors to QMC to mass produce cad free QD for the market actually a problem rather than a valuable advantage to QMC? i.e. if there are doubts about how to mass produce cheaply then it will stifle the industry move to QD. Of course if QMC cannot produce the dots to the required spec then there will be concerns; and in any event potential concerns if it can meet the spec, as it still puts QMC, the supplier, in a monopoly position.
I admit to being confused! Sorry!
Maybe I dont read this baord closely enough but it is a full time occupation.
Still wishing and hoping ..... and hedging between here and Nanoco. Praying this wont be a double loss strategy!!
I think Nanosys probably have developed cad free. I am fairly sure Hartlove has said as much (not just the hyperion). But my bet is Nanoco on the Philips TV.
To give a different example:-
Nanoco is selling QD material but could only announce when Wah Hong placed an order. If OEMs are buying direct from DOW we won't hear or see anything until October results. That does not mean it is not happening.
I told my missus that we are technically multi-millionaires. She was pleasantly suprised
It could be hinting towards.... Apple?
!!!!!!!
Nevermind $40, 15c would be nice for starters. What do you make of Nanoco? Strange that despite news of a commercial order the share price is still in decline.
Puravida your hypotheticals are wrong for the second scenario. If QMC still sells all its 2 tonne capacity (QMC's overall market share effectively doubles from 2% to 4% of the overall market for QD's) then it will be 20% of previous share value due to 5x drop in dot prices = $1.60. Or 80 cents a share if you are saying QD efficiency x2 means QMC will only sell half as much as before. i.e 1 tonne surplus QD capacity. In a mass market industry for QD of 50,000,000 or 100,000,000 grams of QD's I think either QMC sells all 2 tonnes capcity or it sells none at all.
Big volume today, but no movement?
Is this not the same article that was published a few months ago before the run up from 6c?
Significant milestone news for Nanoco today with commercial orders shipped to Wah Hog, supplied out of Runcorn.
Freschfield doesn't even look like a viable company at this stage, just a hopeful start-up
Much appreciated. I'd like news to push the stock to $0.45 by 5th May please.
It will be Monday - just in time to reach $0.45
Poor interim results from Nanoco today (still no sales). The door must be wide open when it might have seemed QMC was behind the curve. Here's hoping .....
China growth in next gen. display technology.....
http://blog.dowelectronicmaterials.com/en/posts/2017/03/china-advances-next-generation-displays
Easy to feel a mix of emotions here - uncertain and despondent one minute; elation the next. Invariably very little hard news to go on, but that is more a product of the industry which afflicts others too - for example, look at the drift at Nanoco where the stock price is flagging but at the same time the chances are it is already selling dots. More news on that soon perhaps, and here too....?
I am slightly encouraged by the comment of one industry observer, whose name shall remain confidential. This relates to the QD market as a whole:-
"There is actually a lot of QD activity going on, and you should see many more QD-enhanced sets as the 2017 model year sets get into stores. That's happening now. Projections of QD market penetration starting with this year are robust."
Display week is 23-25 May 2017, and I hope it will bring solid news not just for the likes of Hansol and Nanosys, but the other players too.
$500,000 more loan financing to keep operations going. I do not expect the company to generate revenue prior to the 4th quarter 2017 projection. Are you saying we can ignore the revenue projection in this 10Q? No wonder I am failing to anticipate the anticipation of others.
For me the biggest surprise, judging by the comments here, is that people were expecting something else more positive in the 10Q. Really...?
Thanks Ted
A wholly convincing explanation in my opinion
Or C) which is that A) is a play on the B) news
Why would an investor announce such an intention before executing the plan?
Hi Art,
You mention low temperatures. Does this equate to low cost? Do you have any info on that?
My understanding is that QD production is generally expensive on that score.
Best wishes,
JB
Or another game would be to predict the number of different manufacturers of quantum dot displays which have been launched on or before Display Week.
Mark my words, 2017 will be a watershed year - the dawn of the age of QD displays.
On those figures the stock is worth just under 1/2 the current share price ($20m) or 200 times the current share price ($10bn). That's a gamble with a nice reward. I am sure he just plucked those numbers from the air for illustrative purposes though
Ok. Pleased my failed attempt to sell shares at 7c didn't work out. Nice to be disorganised sometimes.
My screen shows just 62,000 traded and no move on the share price
?
(first sigh) !
I will leave that typo in place for obvious reasons .. GLA to all holders.
At first sigh, this is very good news. Actual production facilities! And land cost for free!
How does that compare with the corporate timeline objectives, and far more importantly, am I about to win the $.45 competition????
"Our film" could mean produced in lab or similar - most probably just a bunch of dots smeared onto a piece of cling film back stage at CES.
Cue Sri (exit stage left .....)
Am I the only one left in this competition now?
I'd say April/May is just about right for material news give the likely rapid development of the market in 2017.
From the The 2017 Quantum Dots Forum Agenda Announced! Lumileds, Quantum Materials Corp, Nano Elements Source, LLC and many more to headline
Smithers Apex is pleased to announce the confirmed conference agenda for the 2017 Quantum Dots Forum taking place March 15-17, in La Jolla, CA.
With the quantum dots industry growing at an exponentially rapid rate, this year's agenda focuses on displays and lighting in the present and future. Presentations from BOE, Pacific Light Technologies and Ocean NanoTech will provide insights on industry trends, challenges, innovation and how to excel in the industry.
>>>View the Quantum Dots Forum 2017 Agenda
Additional presentations include:
• The Last Mile Problem-- Challenges Facing Quantum Dot Integration into the Ever-Changing Landscape of Display Components presented by Quantum Materials Corporation
• The Quantum Dot Market for 2017 and Beyond from Touch Display
• Red PFS Phosphor as a Competitive Material to Red Emitting QDs for Displays and Lighting from GE Global Research
• Biological Production of Heavy-Metal-Free Quantum Dot Materials presented by Nano Elements Source LLC
I have just done an impromptu moonwalk in a hotel lobby where I just checked in!!!!
This to me is great news!!!!!!
Please tell me it isn't so?
The only think missing is that darn contract!
Samsung QLED and roll to roll printing with QTMM in tow!
I think it would be safe to use $50 IMO - but not conservative - as Edelman said Samsung were paying a lot less than $100 in his recent interview. That part of his interview was removed so I don't think you can check it now unless you have a copy of the original transcript
I can't believe we got these guys on board!