Quantum Materials Corp. (fka QTMM)

[solartech]

Past revenue prediction is only for a warm up, this revenue prediction is for real, for the company now has marketable product and interested customers.


QMC - Potential near term revenues

April 29 Press Release: "We have demonstrated to select customers a 100% cadmium-free 55 inch QDX™ quantum dot display technology that achieves an industry-leading 95% Rec. 2020 color gamut coverage. This superior level of performance is achieved by utilizing the Company's proprietary quantum dot enhanced film while eliminating the costly barrier film previously necessary for QD-based display designs. We have received very encouraging indications of interest from OEM electronics manufacturers that are looking to increase the color rendering capabilities of their displays without adding cadmium and upon reaching this milestone, we believe we are now in a position to partner to commercialize this technology in order to get our QD materials into consumer displays. With the advent of this low cost, high performance offering, we believe we can materially disrupt the industry and create a market condition wherein QD enhanced technology can become a de-facto standard in consumer displays."

Scenario of quantum dot orders from QMC's film development partners totaling 40 million grams for 40 million QDEF TV panels which is about 15% of annual global TV shipment of 270 million sets will drive QMC moving to a bigger facility with 20 micro reactors.

QMC's annual total adminstrative expenses + research & development expenses:
2016-2017 fiscal year: $5.9 million
2017-2018 fiscal year: $6.3 million
Average monthly burn rate: $500K

QMC has low operating cost and low production cost due to its continuous flow automatic production technology, so its profit margin should be higher than that of Universal Display Corp which is at 40%.

The following prediction is based on a most conservative estimate.

Annual QD sales to film development partners: 40 million grams
Quantum dot price per gram: $9
Total sales in $: $360 million
Net Earning at 40% profit margin: $144 million
Shares outstanding based on Authorized Shares: 750 million
Net Earnings per share: $0.19
P/E ratio: 20
Projected share price: $3.80

Note: P/E ratio can increase as the company's quarterly revenues and earnings increases, it reflects investor's expectation of the company's future revenues and earnings.

UDC has a projected P/E ratio of 30
https://www.sec.gov/Archives/edgar/data/1403570/000149315218014503/form10-k.htm

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Reference
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https://www.sec.gov/Archives/edgar/data/1403570/000149315218014503/form10-k.htm

Page 17: Plan of Operation

We currently operate from a leased facility in San Marcos, Texas at the STAR Park Technology Center, an extension of Texas State University (the “San Marcos Facility”). This location provides us with convenient access to university faculty and specialized laboratory facilities that can support joint research and development efforts with Texas State University. Located approximately 30 miles south of Austin, Texas, this location is also in close proximity to a number of leading companies in the electronics, lighting, solar, and life sciences markets. We intend to relocate the operations to a larger facility capable of accommodating the manufacturing of QD processing equipment once sustained revenues are achieved.

The Company has established commercial-scale manufacturing equipment at the San Marcos facility and now through process optimizations has the capacity to produce more than four metric tons (4,000kg) per year of quantum dots and other nanomaterials for supply to its customers. Management believes that the production capacity of the San Marcos facility is similar to, or greater than its largest competitors’ operating factories which are much larger and required significantly higher capital expenditures. This efficiency is the direct result of our patented continuous flow process and proprietary manufacturing knowhow and equipment. While we plan to work extensively with its current provider of equipment, we own all rights to the designs and intellectual property resulting from the development process and could contract with one or more other competent suppliers of equipment, if necessary.

We expect to commence generating revenues from the production of materials at the San Marcos facility in early calendar year 2019. Such revenues are expected to be modest at first and will be dependent upon our ability to generate purchase orders from development partners and licensees".