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j45

02/17/16 6:58 PM

#46078 RE: Spartak11 #46077

what do you mean the only JV is unsure?? Doc said exactly the opposite. That it is a DONE DEAL, office in Beijing, 50/50 rev split etc.
Focusing on Revenues means putting the most promising deals/potential contracts FIRST!
Its called prioritizing. QMC cant possibly put 100% effort or be 100% effective without prioritizing the best potential contracts/deals with the best revenue potential/outlook.
In other words some potential clients will probably have a bit longer to wait than others due to priority.

Not to mention DEMAND OUTPACING SUPPLY according to market research reports.

Lots to look forward to for the whole QD industry!!!
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dockzef

02/18/16 10:01 AM

#46127 RE: Spartak11 #46077

Personal take aways from being in San Marcos at the meeting. First off it was great to meet almost everyone who attended the meeting. The one on one chats I had with Sri Peruvemba, Ray Martin, David Doderer, Craig A. Lindberg, and Art were incredibly informative and gave a very good picture what is possible. Dan Carlson was in attendance but we did get a chance to talk. John Heedink Jr from Vista Partners was also very interesting and Toshi was in a hurry as he had to catch a flight. It was very cool to finally meet Bill (I8aloss) and Mike (lechamec) along with the silent one who has been onboard from the beginning and reads the board but does not post. Bill had his custom made QTMM T-shirt on which I will post a picture of on facebook.

Being at the meeting in person you can pick up on non verbal communication and attitudes. There were a couple of shareholders in attendance that were not as enthusiastic and asked tough financial questions.

My comments about the BOD intellectual strength are from their own experiences. Sri Peruvemba was with E Ink and they went from making 2 million a month to 100 million a month. Ray Martin was with Intel in R&D and walked developments from inception to manufacturing phase for different Fab locations all over the world. Comments about them telling Steve to focus were coming from their unique skill sets and ment to convey that a start ups focus needs to be singular. As in not chasing all the angles which was in response to my questions about medical applications, etc.

The solar development is 8% right now. Magic number is my terminology not David Doderer. He did say the 60% is very possible. It was also mentioned repeatedly how important:

Quantum Materials Corp’s Director of Materials Dr. Nathan Stott will be speaking on March 9th at Smithers Apex’s 4th Annual Quantum Dots Forum, which brings together a global delegation of the world’s foremost advanced materials experts to discuss technology developments, market opportunities and end-user opportunities.