Quantum Materials Corp. (fka QTMM)

[ih8aloss]

Connecting the QTMM dots:

This is an article from LUX I received this morning. Notice the bullets and how they align with managements actions to date.

The sun never sets on emerging technology markets, and Lux Research’s Solar analysts covered a lot of ground at the annual Summit . Among the highlights: Senior Analyst Ted Sullivan gave a presentation entitled, "Taking Away the Punchbowl: Forecasting the Solar Industry in an Era of Declining Subsidies," which focused on the radical demand shift away from core markets like Germany and Italy and towards emerging markets elsewhere. Whereas Germany and Italy accounted for roughly 2/3 of the market last year, Lux Research expects 1/3 of the market demand for 2015 to come from new countries not yet on the solar map. India , South Africa , and even Brazil are leading contenders to become large solar markets as they introduce subsidies amidst a continuing fall in module prices.

Meanwhile, during networking sessions, Analyst Pallavi Madakasira noted a very active debate on whether corporate venture capital (VC) would work better than private VC for emerging technology providers in the PV space. As PV industry consolidations increase, many attendees seemed to favor corporate VC’s ability to support and position a company over the long term. The topic was addressed more directly by the panel "Crossfire: Can Corporate VC and Private VC Get Along?", which consisted of VCs on both sides. In general, Lux Research believes that corporate VC could work better for later-stage start-ups that are in the process of ramping up their production capacity, because:

•Later-stage start-ups are better positioned, with an established pilot production process, "de-risking" the investment for corporate types
•They have typically scoped out their targeted end market, and can clearly map to an existing business unit at a corporate investor
•Corporations bring significant expertise in scaling manufacturing facilities (Consider, Intel's recent consulting engagement with Miasolé, for example), and
•Most importantly, corporations often possess the balance sheet and access to finance required to scale manufacturing facilities costing into the billions of dollars

South Africa - did you catch reading one of the countries was South Africa? Take a look at our Middle East Business Development Rep Andrew Robinsons web page. Could just be a coincidence or another dot in the picture puzzle unfolding. http://www.exit-38.com/

Bill