Doc, a guy comes into a store and wants to rent a truck, you rent him a truck. If a corporation wants to rent a fleet of trucks, that is handled from the main office, not the retail store and its not a simple sale. There are many ways to structure it. It might take six months of retail sales to do the business in one fleet sale. The business model is big fish.
Can't knock QMC for keeping to its business model. It is the right way for the shareholders.
2017 is not 2016 or 2015. I admited on the other board that things said then may have been more hopeful or premature. To talk in your terms, we have better bait for bigger fish. To me the biggest difference is that back at CES, Toshi showed QD film. To get to that point, showing film, means everything had to be perfect in production. We hear we are not only working with ND but with other film manufacturers - our product is out there.
We have two aces up our sleeve. One is QMA and the other is Freschfield. Both come with funding. They both represent hard work on the part of QMC management. Both are coups that blew past the competition. China opens the door to 20 percent of the world market, a captive market, where we not only sell QD but participate in the profits of JVs in a bunch of different products/industries. Freschfield says there is a 1.6 Billion market for their BIPV slash construction material product. Squires said we have multiple products to sell into that partnership, meaning more than one nanomaterial. One is quantum dots. The other is a mystery, but represents a new product line, unannounced so far. A future revenue stream. So you are complaining we have a CEO who is positioning us for hundreds of millions of business on a yearly basis but he's not doing retail sales pennies?
I went to SID the last few years but will not go this year. I saw the first Micro-LED demonstrations on the exhibit floor and in tech paper talks. I did not think it would get this big this fast. I think Micro-LED will be the story of SID this year, especially in that it enables better VR in a number of ways. It is the tech that will make that category pop.
We know Apple is working on it through their acquisition of Luxvue for smartphones.
We all thought that true QLED displays would come after QLCD displays but now there is the possibility the industry skips Samsung's QLED (alliance) and those that can build Fabs from scratch now go straight to Micro-LED and quantum leapfrog the market. How cool would that be? There are three different configurations for Micro-LED according to LEDInside papers I read this week. Two use old-tech diode chips and one uses thin-film. Guess what company is best positioned to take advantage of the advantages that the thin-film Micro-LED technology uses?
Big Fish is what this is all about. A penny stock Clark Kent that goes into a phonebooth and comes out a NASDAQ Superman. That's what you bought and thats what it is. If anyone thinks they have been lied to, they can always get out. If you can't see that everything done before has brought us to today, that management has a long term plan they are carrying out, and has had multiple successes this year, bringing in funding and business, then you are not thinking hard enough. I have not been with this stock so long that I would give up just when we are at the tipping point.
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