India and Saudi Arabia have a huge quantum dot solar panel market, I wonder what the estimate sales of 3G QDSC flims in that 2 countries will be. All the existing silicon solar panels will be replaced by QD solar panels. But that will be projects in the future as production plants in India have not yet been built. News of sales contract signing among the affiliated parties in the San Marcos area is important as it will provide QMC its immediate revenue.
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Stephen (June Update): "The reality is our quantum dot display materials simply can’t be sold into the display industry without being integrated into an optical film. We are very fortunate to have film partners with vast resources. Our film partners are multi-billion dollar corporation, large leading display industry optical film manufacturers, we have absolutely no influence on their speed to market penetration. Although the time to market penetration seems excruciatingly slow, some do seem to move more quickly than others and all of them have established quality control methodologies that help them insure they do not produce a product that fails once sold. We have received positive feedback from a number of the key opto-electronics groups (TV makers, LED Lighting nascent product entrepreneurs, Biomedicine research institutes, Quantum dot solar panel entrepreneurs etc.) who have independently tested the performance level of our film partners' materials. Recently we have conducted face-to-face meetings with these groups, many at our lab facilities in San Marcos, TX, as well as engaged in late stage discussions with them, I am highly confident that our long wait to move these fantastic new materials with tremendous product enhancement capabilities into the market could very soon be over and remain optimistic that success is now firmly within our grasp (and potential signing of big sales contracts between these opto-electronics groups and our film partners is imminent)"
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Current optimized annual production capacity is 4 tonnes (4 million grams), an annual quantum dot orders totaling 4 million grams from QMC's film partners will drive QMC producing at maximum capacity. For example, orders from film partners' TV maker customers for 4 million optical films which contains 1 gram of quantum dots per film for their initial 4 million TV set production which accounts for only 1.5% of global TV shipment.
Annual sales: 4 million grams
QD sale price: $50/gram
Annual sales revenue: $200 million
Annual net earning at 40% profit margin: $80 million
Authorized Shares: 750 million
Even at S/O of 750 million, Net Earnings per share will be 10 cents and the projected share price will be $1 at P/E ratio of 10 or $2 at P/E ratio of 20.
QMC's market cap will jump from current $18 million to $450 million at $1/share or $900 million at $2/share.
I hope the market makers realize QMC's immediate and future potential and make share price under $1 historical on good news of contract signing.
Contract signing amount the affiliated parties announces the formation of the QMC ALLIANCE.
There is no monopoly in the Display market, other alliances will follow after the Nanosys-Hitachi-Vizio ALLIANCE. It is not a matter of "if it will happen" but "when it will happen". Based on the optimistic June Update, it will happen soon.