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Re: Austin_Investor post# 46228

Wednesday, 02/24/2016 11:17:10 PM

Wednesday, February 24, 2016 11:17:10 PM

Post# of 104531
AI......8 to 10% QD-solar conversion eff is where the science is as-of this date...a number of entities have been working on this for years & QMC is one of them. 55 to 65% is the maximum "theoretical" efficiency attainable for QD solar , but just like silicon solar tech w/ a theoretical maximum eff in the 30 to 33% range , there is reason to believe the theoretical 'maximum' will never be achieved in-full. But (like silicon) it doesn't have to hit that mark to be a viable product. Silicon solar is nearing it's attainable limits in the 16 to 23% range , while QD-solar is just getting started. Even at 8 to 10% , there are a few limited uses for solar in printed electronics & whoever finally breaks thru the threshold into the 16% range with QD-solar will win the brass ring & become competitive in the wider marketplace. The exact technical factors holding back this breakthrough aren't really common knowledge & I won't profess to venture any educated guess' as to what these might be. In the meantime , I would dispute the assertion; "lack of focus" on solar...as conversely illustrated by Dr.Stotts' upcoming presentation titled "Quantum Dot Solar" at the Smithers conference on March 9th.
I reckon QMC can probably chew gum & walk at the same time , & likewise , QMC could (& seems to) have attached priorities to their focal points , while still not casting other opportunities aside. 'Displays' are the low-hanging fruit in the marketplace at this point-in-time , & to achieve nearterm revenues (a vital component toward continued success) , that is their 'primary' focus at this point. Which leads to your question about the low PPS; the lack of noteworthy 'revenues' &/or a supply 'contract' with a big player is what is holding back the price...I think all 'longs' agree on that point.
Counterfeiting; per my understanding , QMC took an option on Virginia Techs counterfeiting IP so they could investigate the workable potential in detail , & after extensive review , decided it either wasn't viable or workable enough to make it worth their while. The same is said to have been the case with the Giant Thick Shell QDots IP...there was also some talk of redundancy with QMCs' acquired Bayer patents on that point.
Beyond all that...no one here (that I know of) is privy to , or allowed to divulge confidential proprietary company info...so , you can expect that some of your questions will remain....un-answered.
That's all I've got for you...not trying to sell you anything here , makes no difference to me if you stay or go , just answering your questions is-all...GL whatever you choose to do ;)

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