Stephen: "Our quantum dot display materials simply can’t be sold into the display industry without being integrated into an optical film ..... We have also begun to generate modest revenues from the sale of our quantum dot samples to our display industry customers .... All indications are that these sales volumes will continue to increase"
From what Stephen said, QMC's raw quantum dots simply cannot be sold to TV makers directly, it can be sold only in QD Display thin films. QMC's 5 film partners are not the company's "customers", they are "partners". TV makers are "customers". So one can conceive that QMC has not been selling raw quantum dots directly to TV makers but indirectly through its film partners.
All indications are that these (QD LED film) sales volumes will continue to increase. Why? Because TV makers are interested in the films and repeatedly ordering them for extensive evaluation before producing QD LED TV in multi-million units. So it is only a matter of time major sales contracts will be signed between the film partners and their customers. What will happen to the share price if such a news is released in the Q3 Report under "Management Discussion and Analysis"? It will send QTMM rocket into orbit. What if Q3 Report is non-event but reported only small Online sales revenue? Nothing, share price will just move sideway until good news is released or until Q4 Report is released. With Online sales ongoing and revenue flowing in and with potential news of Licensing Agreement and big sales contracts of film partners, its all up hill from here, only a fool will sell short the company's shares.
