I agree with you but see it a little differently ??.
Victory over the MM Empire will come from executing the licensing and royalties business plan over and over just like in Assam, India.
The Assam deal took 2-3 years but Squires said he is working on others like Displays. For the last 10 years until the Assam deal, QMC was unproven. Now the tide has turned and the time has come that the OEMs are under pressure because
1. The global OEMs could be locked out of India, the world's second biggest market with the fastest growing middle class.
2. Qamronics can expand easily by buying more large scale reactors
3. Assam is now building an Electronics Manufacturing Cluster, 120000sqft in size, fully funded for QDLED, QDSC, QD Displays and a myriad of other products using the 4 universities in Assam for all R&D.
4. India's Make in India policy excludes foreign made products. See #1.
5. Competitors don't have a 91percent REC 2020 QD, best in the world, IMO.
6. Competitors don't have automated continuous flow mass production to make 4 metric tons QD per year from only one wet lab size reactor. See #2.
7.OEMs have built Fabs in India and want to build more because of Make in India, but how will they get Quantum Dots into India? Can't import them. And who wants to make an inferior product?
8.OEMs wanting to do QD Products business in India have to do business with Qamronics.
9. So, final point, if you accept the sublicense and royalties deal with Qamronics in India, why would you not do the same for the rest of the world?
'The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.'
