Not at all. I've been quite clear. You keep missing the single most important point. It's not about buying reactors and not using them. That's just a silly thing to say - and I've certainly not suggested anything like it.
It's about buying reactors and not being able to make a commercially viable product with them. In that case, there are no solar panels, no displays, no SSL, no QD's anything, and no royalties. I'm not saying this is what is going to happen, but it could. The technology has not been demonstrated on a commercial scale. You may think it's unlikely that it will happen, and you'd be in good company. I'm sure Dow thought it was unlikely too when they licensed Nanoco's technology, and Nanoco investors counted their royalties before they were realized too.