Let me help the unwashed out here.
First off Clay's mailer is not directed at investors here at ihub who know a fair bit about quantum dot technology through their years of due diligence on the subject.Some here blatantly don't get it or don't want to get it when it comes to what is really going on in this industry.If you read Clay's mailer he's explaining to his past, current and future investors the industry timelines and where he thinks QMC is in it.This is no "PUMP" and was not directed to anyone for that purpose.
.Make no doubt about it the switch began months ago to go cad free by all the OEMs and its why QDV is in deep doo doo and why Nanosys is trying to catch up after devoting most of their R & D and product lines to cad products.These two companies are feeling the heat for their idea that they could force cadmium on the general public.
If anyone on this board really thinks a high performance CFQD spec is easy to attain then answer these questions
1.Why doesn't Nanoco currently have a CFQD film on the market especially after having a failed CES product with LG almost two years ago
2.Why is Nanosys creating a work around "Hyperion" quantum dot that contains cadmium if they can make a high quality cad free product.
3.Why are neither of the above companies working to develop a film with the largest optical film manufacturer Nitto Denko
Some here would have preferred a deal with a minnow like Wah Hong like Nanoco did.That announcement was badly needed by both companies,Nano share price was taking a kicking and Wah Hong is losing money.I'll let ihubbers do the due diligence on "world leading " Wah Hong vs Nitto Denko and decide.Just a note that Nittos spent more on R & D than Wah Hong had in revenues last year.
Some here fail to realize that these materials being developed by QMC are bespoke.They are not atypical red,green,or blue widgets you can stockpile and sell when the market demand picks up.
Looking at Nittos current end users they are companies that require quality materials and that's why its probably taking the time to get this ridgid performance spec done.I don't think Nitto is interested in dumping a crappy product on the market and neither is QMC.
In my view QMC is ramping up to meet the market and for anyone who thinks we are missing out then they need to do some market research.
Remember being first to market doesn't always gaurantee success nor does having endless amounts of money to throw at a problem to find a solution.Some here probably remember Solyndra and how they where to big to fail with their world changing tech and endless funding dollars.Some of the companies I have mentioned have been losing money since their inception and have been trying to develop a commercial product for twice as long as QMC with millions more in funding.I like the approach of building it up when the market is ready for their goods.Creating quality and trust takes time,i know I've done this with my company..its a journey not for the weak.
Looking forward to the last half of this year and where QMC stands in the mix.I believe their process/product quality & quantity is what will set them apart from all else and why they will win market share in the coming years.
