Quantum Materials Corp. (fka QTMM)

[JimmyBendrix]

Hi DD
True about Nanosys production too but big question mark over the cad lite product. Rohs compliant it may be but Edelman was unequivocal that Samsung will NOT touch anything but 100% cad free. And Hansol don't have the capacity. This leaves one of two scenarios :-

1. The capacity gap to reach c.5m cad free units in 2017 will be filled from Nanoco or QTMM or both
2. The projections are totally wrong.

As for the requirements of the OEM's they are aggressive in requiring continual improvements in optical performance and in terms of scaling production whilst reducing costs. I am not sure that Nanoco can do that effectively longer term but we hope QTMM solves that problem. The short term supply needs can probably be achieved by Merck factory plus DOW and a 24/7 operation at Runcorn.

BUT colour filter tech will require many more dots. This could be quite close so again the issue arises of who can supply this demand. Looks very good for both companies IMO but I believe that Nanoco probably has the best performing dots at this point.