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And another thing..... if Nanoco cannot produce any news having lined up Merck and DOW having built a factory based on prospective orders from Samsung and LG why is nothing happening..? How can we be sure where the industry is headed. Jamis you kindly posted some links earlier - is this competition likely to support or replace existing manufacturing methods?
I will be very happy if everyone here doubles up on their holdings then- with the price heading northwards. With an average around 0.20c it is not a good feeling seeing the march downwards
I am joking of course but pocket change to some when this is $10 a share!
Thank you. This one comes with free shipping! http://www.google.co.uk/search?q=finest+single+malt+scotch+whisky&start=20&sa=N&biw=360&bih=512&tbs=cat:1926,vw:l,ss:9&tbm=shop&prmd=sivn&srpd=1089672256240658200&prds=num:1,of:1,paur:ClkAsKraX6BYVCrgP6rgLtURNMhM5D2DHeuce7NR0-IlrpjKZJqTdhI0hDiHHbYZYA0iwwqOmp9K08zAYqBYdZF4T-_2OvkG_guDGPG525uitaBEOC_JMEtIthIZAFPVH738MwDQ0Bu83rIstZnBYHJ6koL4Kg&ved=0ahUKEwjfr4rXsavPAhUrBMAKHTaXBbI4FBCCNginAzAQ
And then I win the $.45 competition
I learned something too. Just not so sure if good or bad!
Looks like this is an altogether different production methods for QLED. Can someone comment?
http://www.renishaw.com/en/will-quantum-dots-make-for-a-brighter-future--38605
Does this particular solution help us?
So no significant news in the pipeline....? This industry is difficult to evaluate clearly whichever company you follow
What we know (?) is that Samsung use Nanosys patents but not their actual product right? This doesn't suggest to me they want to become a fully fledged production facility as it says pretty much the opposite. Not sure what you are suggesting...?
Lol. Must admit I was chuckling about those exact same things! If you heard he actually does a name check at the start (just so he can get it right) before changing the pronunciation straight away. Exceptional!! I think we may have to redefine that term as mediocre!
I'll take your side of the bet too!
(and not $1m down payment on the first batch of dots).
There was some talk of a display manufacturer customer on the 'silent' audio though.
On this occasion my conclusion is that he must be taking about new revenue, and this could be linked to some meaningful news. Is there any other reason to delay the audio.....?
Buy them now whilst its still below $10 etc. etc..
But they will probably disappoint when we find out it is just a small payment relating to the oil industry application.
At 3 mins 36 "oh well so brand new and getting feet wet already with the revenues generated coming in". The question is does this relate to the $225k or something else?. I don't think it is the Kisco payment though because he talks about that as reported revenue at 9.15. So I think we are due some new information.
We cannot be sure but would the company really do such a thing if it had nothing to say..... it would be more likely to wind people up. I am also looking forward to hearing the full content. The interviewer must have signed an NDA in order for that sort of interview to have been conducted with privileged information.
It says the audio will be live this week stay tuned
Yep I agree. This is about to hot up. More importantly who is left in the $0.45 competition besides me?
Tetrapod originally but don't know if that changed when they bought the Bayer patents. Anyone?
Meanwhile, LG Display is expanding its cooperation with global leading QD material manufacturers Nanoco, Nanosys and QD Vision, to accumulate the technological know-how in the QLED sector, which is expected to become a key display technology in the future beyond OLED. Under the partnership, LG Display
Moreover, LG Display has expanded cooperation with the world’s leading QD materials businesses including Nanoco, Nanosys and QD Vision, aiming to acquire technological know-how in the QLED sector, which expects to be a key display technology of the future beyond OLED. LG Display has developed QD sheets under the partnership, which is used for LCD-based QD TVs.
------------------------
Samsung and LG Scale up QLED Display Research
News Source:
Korea Times
Korean manufacturers Samsung and LG are raising R&D investments in developing QLED displays, reported The Korea Times.
Samsung Electronics organized a unit dedicated to developing QLED TVs on Tuesday, which is likely to be headed by Samsung Advanced Institute of Technology (SAIT) Senior Vice President Chang Hyuk.
The focus on accelerating introduction of QLED TVs and overcoming technological complexities by Samsung aims to takeover LG Electronics OLED TVs, and the company holds about 22% market share of the global TV market. The early launch of QLED TVs is projected to expand the company’s market presence.
As Samsung Electronics Vice Chairman and semiconductor business division chief Kwon Oh-hyun takes on multiple roles as Samsung Display CEO in April, it has been expected that Samsung will need to restructure its display business so it can compensate the LCD sector’s plummeting profitability.
"The company needed a dedicated body to speed up the development of QLED technologies and apply them to more diverse items such as semiconductors and bio products because the research and development of quantum-dot (QD) technologies have been ambiguously run by Samsung Electronics' visual display division and SAIT," an industry source said.
Quantum dots used in QLED displays are inorganic fine particles smaller than 10 nanometers that is capable of generating light without backlight similar to OLEDs, and is expected to become the mainstream of future display technologies because QLEDs displays are less costly to produce than OLEDs, and offer better reliability.
Display industry experts noted, though, marketable QLED technologies still have a long way to go because of the hazardous cadmium materials used in the particles, and the technology is still immature.
"To realize QLED, QD materials should be able to generate light by itself through ultraviolet ray or extra voltage. But this problem has not been solved yet in the academia," said Hyeon Teag-hwan, Seoul National University chemical and biological engineering professor and the organizing committee head of the International Conference on Quantum Dots, in May. "Semiconductor and chemical researchers have much to do to in the development of QD technologies like chemical synthesis using surfactants."
However, it could be possible for Samsung to develop a cadmium free QD for QLED TVs in the next five years, and for it to push for an aggressive group-wise effort to develop QLED technologies, said Lee Chang-hee, an electrical engineering and computer science professor at Seoul National University.
Meanwhile, LG Display is expanding its cooperation with global leading QD material manufacturers Nanoco, Nanosys and QD Vision, to accumulate the technological know-how in the QLED sector, which is expected to become a key display technology in the future beyond OLED. Under the partnership, LG Display
Moreover, LG Display has expanded cooperation with the world’s leading QD materials businesses including Nanoco, Nanosys and QD Vision, aiming to acquire technological know-how in the QLED sector, which expects to be a key display technology of the future beyond OLED. LG Display has developed QD sheets under the partnership, which is used for LCD-based QD TVs.
The LG group has launched a project to increase cooperation between affiliates including LG Electronics, LG Display and LG Innotek to research QD materials and Q LED TVs.
"While the company is pushing OLED TVs now, we are also looking into QLED technologies in a long-term perspective," a source at LG Display said. "But we still think that QLED is a distant concept and not to be realized and commercialized for TVs as of now
Maybe dual source but it wouldn't be distinguished along lines of cad or cad free. Nanoco doesn't even produce cadmium dots. Interesting all the same. What do you mean by sandwiched...where was this placed?
The DOW / Nanoco link is established and there is no news to say this has changed. Big E didn't make the link to QTMM and I would be surprised if that is what he thinks. But go on surprise me!
Very disruptive to my home life if this doesn't ever come good!
Let me ask what prompted this. It seems a bit left field but......
Should be be interesting for the cost of solar cell manufacturing too -
https://en.m.wikipedia.org/wiki/Indium_tin_oxide
I commented on Kisco / Nanoco on this link. See under the heading "strategy".
I said before that I am 50% invested in this and Nanoco. It is the safest and best investment strategy as far as I can see as there is too much secrecy with the markets for this developing technology to have any confidence in outcomes here or anywhere else. I rank both QTMM and Nanoco as high risk investments. It is fair to say, as someone pointed out (trevor?) that the opportunity for gains here is potentially much bigger. I do not doubt that significant news on production revenue would send this soaring. I think it will happen to Nanoco too, from its current SP.
http://www.printedelectronicsnow.com/contents/view_online-exclusives/2016-08-10/nanoco-finds-opportunities-for-heavy-metal-free-quantum-dots/
Takeaway thoughts:-
1. Nanoco have been on the cadmimum free route the longest so it would be no great surprise if they had a leading design. Others playing catch up perhaps?
2. Nanoco is always seemingly being regarded as the only capable manufacturer of cadmium free in volume. We would quibble with that, but..... thy are producing and selling. I expect Q4 revenues to hike up fast.
3. Edleman is constantly referring to Samsung in PR nowadays. Probably significant.
4. Nothing to suggest DOW is a dead alley - far from it - just more opportunities elsewhere for Nanoco to exploit.
5. We are really just at the beginning of the explosion of the QD market so hold tight.
IMO we need to hear more about the QMC Asia deal to know if QTMM is on the same track here.
When all is said and done there is more hope in this share price than with Nanoco right now which we do know at least is bringing in production revenue and is possibly very close to publicly announcing Samsung as a customer to go with its own Runcorn sales and licensee revenues. That doesn't mean QTMM will not succeed itself but Nanoco is better placed right now and will be making money so the risk profile is lower than it is here. I'd bet on Nanoco doubling again before this does but I am invested 50% in each. I would be interested to know why anyone here would not invest in a company already taking an early market share in this field given the accumulated knowledge. Nanoco may have dual listing soon too.
That's what I always tell my other half!
I hope so .... I ended up buying a lot more to get my average down. My timing could not have been much worse and me and my friends were evidently pushing the price up amongst ourselves. You live and learn. I bought here before Nanoco but later took the view on the rising boats theory. I believe both companies will succeed but that Nanoco must be ahead at this point by my reckoning. One point of comfort is that even now there is precious little news from Nanoco on production deals. So QTMM could be doing great things and we will not find out until later.
I had to pay over 20c for the bulk of my holding. Some purchases cost me 24c. A couple of friends paid 25c. I was being ripped off by my broker but you may recall there was some funny business being said to me about this. I paid a fortune over the screen price unfortunately.
I did this time. Bought then sold at the very peak . At that tine I said it would drop 60-70% to become a £100m company , which it did. I then re-bought close to the very bottom and have now doubled my money. Couldn't have done it better! The first and only time ever that I have managed this. Meanwhile I've lost half my money here
Nanoco and Merck Sign Agreement on
Eco-Friendly Quantum Materials for Displays
-- Cadmium-free quantum dots enable ultra-bright displays with a substantially extended colour range
-- Nanoco enters into a non-exclusive licence agreement with Merck, which will market Nanoco's material to its broad customer base in the display industry
Nanoco Group plc (LSE: NANO), a world leader in the development and manufacture of cadmium-free quantum dots and other nanomaterials, and Merck, a leading science and technology company, today announced the signing of a worldwide material supply and licensing agreement. The licence allows Merck to immediately start marketing Nanoco's cadmium-free quantum dots and to ultimately establish its own production facility to meet growing market demand.
"The agreement is in line with Merck's strategy to sustainably secure its position as the global market and technology leader in display materials. With cadmium-free quantum dots a remarkable increase in the colour range and a significant reduction in power consumption can be achieved. These cadmium-free quantum dots are eco-friendly and also complement our product portfolio for the display industry," said Walter Galinat, member of the Merck Executive Board and CEO of Performance Materials. "The licence agreement with Nanoco will strengthen our position in quantum materials research, for which we laid the foundations by acquiring Qlight Nanotech of Israel last year."
The financial details of the agreement are not being disclosed, but Nanoco will receive a licence fee and royalties on Merck's sales of the Nanoco cadmium-free quantum dots Merck manufactures. In line with Nanoco's commercialisation strategy in the display market, this agreement is non-exclusive. Merck will begin marketing Nanoco's technology in the near term by selling cadmium-free quantum dots manufactured at Nanoco's expanded production plant in Runcorn, UK. The licence allows Merck to establish its own production facility for cadmium-free quantum dots in line with global market demand at a later point in time. Michael Edelman, Nanoco's Chief Executive Officer, added: "This agreement with Merck is another major endorsement of the world-class quality of our cadmium free quantum dot technology. We are convinced that Merck can leverage its position in the display industry with these innovative materials."
Advantages of quantum materials
Quantum materials offer a substantial additional benefit when they are used as color converters in the light source of liquid crystal displays. In conventional displays, the colors blue, green, and red are filtered out of the original white light of the LED light source. A great deal of light is lost in this process. Because a blue LED in combination with red and green quantum materials only generates the blue, green and red light that is perfectly transmitted through the filters, there is much less absorption. This increases the display's brightness, reduces electricity consumption and leads to much purer and potentially stronger colors.
Am I the bat stop?
It is speculation which draws upon various public statements. As I said I am open minded at present
Yes, partly, but mainly comment in broker and other reports. There should be some decent early revenue in the year to end July 2016 as I believe the Runcorn dots are being sold.
That's hardly likely - they already raised a load on moving onto a main market listing. If the word is correct they are currently supplying Samsung and will be very close to finalising at least one other production deal. I am still undecided about the Samsung connection but I think a deal will happen soon, supplied from Runcorn.
And which shows the folly of this debate
I agree with your assessment EVL. This is likely to have been engineered by the QMC ASIA partners.