GQD, (graphene quantum dot)
A lot of companies want to compete, but do you see any sign of 3-10 nm GQD size control to meet some mkt needs?
....point being that QMC's spec orders are most likely to continue going forward...impacting sp at some point
tQD, (CDX tm)
QMC has been swimming in a sea of sharks w/other companies having a head start and deeper pockets.
Steady Steps of Progress seem to indicate future success of contract generating revenues.
The size of the slice of pie will be determined after all things are proven, (including opex/capex advantages)
QMC's current action(s) are the point, as that is what will impact sp vs a maybe if
....though known, glad you posted Kisco info