Replies to post #52627 on Quantum Materials Corp. (fka QTMM)

[MrDots]

I believe from the previous interview of which I partially posted, this statement contains the three things he stated in the shareholder letter.From what I understand the other competitors have issues with robustness,Quantum has the QDX material with this quality and I remember reading about their process that they have uniformity pretty well down pat.That leaves a customer requiring a certain "red or green" performance specification which may be what they have recently met as per Sri's comment about "most promising".I guess we will know when an announcement is made that there is a supply collaboration with one of the "partners".


"manufacturers are expecting the quantum dots perform at a certain level, and those include a performance of the quantum dots themselves, which is to get a certain red or a certain green color that the customers want. Second, to make the product pretty stable and robust, and third is to get- we need to lose X number of dots to make sure that majority of them are performing to spec, and there are fewer dots that are not performing, the efficiency of this whole material"

I am hoping Apple adopts this technology soon as I have a vested interest in both then.

[JimmyBendrix]

Hi Jamis,

It is all guesswork because none of us knows. But I am one of the few investors still running in the $0.45 competition!

I can only say that my impression, from reading Sri's letter, is that things will take a good while longer yet. I can see a reluctance for some manufacturers to get started fully when they know there are ways to improve the performance of the cad free dots.

It is the same sort of difficulty for Nanoco, that they seem to be still trying to perfect this, so not necessarily a criticism of QTMM, just a reality for the industry. A year and half ago I was refusing to invest in Nanoco on the basis of what I thought was the need for more lab progress. Things might well be close now for both companies, but how close?

Best wishes
JB