Replies to post #75717 on Quantum Materials Corp. (fka QTMM)

[Kurt_Banoffee]

Yes, but many people at both boards are conflating two things that are, at best, tangentially related:

(1) Scaling from the lab to commercial production, and
(2) Scaling from the initial commercial production to infinity.

It might be less confusing if (1) was not described as scaling because it really isn't; there is no commercial production to scale today. They are working in a lab environment likely with very different processes and material handling than they will need to use at scale. (1) may be more accurately described as establishing the initial commercial production.

I'm certainly not saying they won't get (1) done, let alone that it can't be done. It's entirely possible it will work better at scale than in the lab, but it's also possible they won't be able to get it to work in a way that's commercially viable as we saw with Dow/Nanoco.

I'd say that (2) is pretty much a foregone conclusion after (1) is demonstrated because then it's just a cookie-cutter activity. That's the real scaling that will make flow the advantage over the competition.