Yes, it would, but having interest and having a willing party are two different things.
Let's play a what-if on this scenario. I've heard rumors that Nanosys is trying to sell itself for $1 billion. They have a product that has been on the market in laptops and TVs for a couple years. Therefore, they appear to have a viable commercial product.
Let's assume that one of the OEMs does want to by QMC and that QMCs claims about cheaper price and higher volume production is true, what price tag does QMC warrant?
If you simply assume that the OEM know QMC finally has a quality product and a good price, you could assume Nanosys and QMC have at least equivalent value, $1 billion. At $1 billion and assuming about 400 million shares outstanding, you get a share price of $2.50.
But, if you evaluate QMC and Nanosys further based on announced production capabilities, which company has more future value assuming QMC meets the market with an equivalent lower cost quantum dot that is cadmium free?
I would QMC would have more value since the lower price point will drive the qdot market to wider acceptance by lowering display prices.
If QMC does therefore have a greater value long term, what price do you think QMC is worth, $2 billion, $3 billion, or more?
Those values put the QMC share price at $5, $7.50, or more.
