...and 4) The OEMs must be under pressure to solidify their supply lines for the $7Billion Fabs they are opening. They have deadlines coming up for this years holiday orders. I do not see any other company that can supply the quantity of quantum dots needed to spur the mass acceptance which is being predicted. I don't see mass acceptance at current QD prices. Given QMC can supply quantity and at better prices than the competition due to automation of the synthesis process, there is only one conclusion to make.
5) Nanoco has capacity to produce QD for less than 1M displays. Nanosys still has Cadmium in their QD.
"Successful investing is anticipating the anticipations of others." -- John Maynard Keynes
Register for free to join our community of investors and share your ideas. You will also get access to streaming quotes, interactive charts, trades, portfolio, live options flow and more tools.