Quantum Materials Corp. (fka QTMM)

[Jamis1]

I like these numbers.

global quantum dot display market is projected to grow at a CAGR of over 64% during 2016-2021

This led to robust growth in demand for cadmium free quantum dot displays from different application areas. In 2015, around 3.89 million televisions equipped with quantum dot display were sold across the globe.

Just do the math!

2016 - 6 million units (3,000 to 6,000 kg of qdots)
2017 - 10 million units (5,000 to 10,000 kg of qdots)
2018 - 17 million units (8,500 to 17,000 kg of qdots)
2019 - 28 million units (14,000 to 28,000 kg of qdots)
2020 - 46 million units (23,000 to 46,000 kg of qdots)
2021 - 76 million units (38,000 to 76,000 kg of qdots)

This is assuming an even growth over the years. In realty the market tends to grow faster in earlier years for a new market. We could see numbers double or more in 2017 and 2018 with slower rates in 2019-2021.

By 2021 the market will need the equivalent of 38 of QMC's 2,000 kg reactors. I also don't see Samsung or Nanosys alone supplying the 10,000 kg in 2017. Given all the recent news, I like our chances of success in the next couple months. R/S and A/S aside, I think we all are about to be rewarded well in the coming year(s).

http://www.marketwatch.com/story/quantum-dot-display-market-to-grow-64-cagr-till-2021-techsci-research-report-2016-05-18-122033125