Nano got the tie up with DOW because back in early 2013 it was the only mass production method for cadmium free dots (HMF). So far as I know QM is not yet advertising itself as a mass producer of HMF dots, but since mid-2014 they can be developed under the Bayer patent. So that explains why QM is valued at roughly one-tenth of Nano rght now.
At the time DOW committed to build the factory the EU Reglatory exemption was due to end, but now with the partial exemption to 2017 having been granted IMO QM is well positioned to (at least) fill a production gap. QM promises to deliver a bigger + faster ramp-up of production, and I would expect this to attract considerable interest, especially if HMF dots can be perfected.
Merry Christmas
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