It appears to be just a standard SWOT analysis, a template that a college kid would know how to do. The T stands for "Threats" and that's the bucket where potential competitors get mentioned. It's a quick brush on the topic. Not a deep analysis. There's no "Wow!" there.
- The Strem Chemicals comment relates to Dotz Nano and serves no purpose in this discussion. - Of course Edison goes on to check the QMC box with powerful stuff like QMC "claims to be talking to a handful of large, well established players in the TV supply chain." This reminds me of the Risk Factors in QMC filings. It's just basic obligatory stuff.
Nanoco thought it was something for them to keep their eye on.
That's the point of Squires' promotions, to get eyeballs, visibility, string things along, keep hope alive. So maybe they did out of curiosity but it was likely just one variable (with a very small coefficient) in a large polynomial equation. There were a number of Q&A's Edelman did with analysts which may still be online somewhere. Not once did he mention QMC as a competitor. Remember, they all talked to the same display players. From my commercial development experiences, and knowing what my potential customers told me about the competition, I am pretty confident Nanoco knew the history of QMC's failed qualification trials and their lack of standing in the display industry.
There is a reason the licensee is in India and isn't a chemical company or a display manufacturer or a solar company. Just another mark with funds and a need for a public relations boost, e.g. Assam creating local jobs.
Licensees pay for technology not ideas or concepts. I agree with the suggestion that the delay is in part due to the financial backers realizing they weren't getting a whole lot from QMC. Why would they, or anyone, pay for the right to make unproven products? Who would pay for the right to develop commercial QD's and solar cells and not own those homegrown inventions? Who would get into a deal where their inventions are given to their licensor to re-license to others? The Amtronics agreement is awful for Amtronics. Then again, Andrew Robinson is accustomed to getting paid for being a middleman and likely comes out of this with compensation regardless of what happens next. One sided deals don't last and so a second confidential agreement with AMTRON makes sense.
All of QMC's tweets relate to anti-counterfeiting. All of their recent hires and contractors are focused on AC. Where are the QD and solar experts who are going to train the Indians and earn all those services fees?
Between the pandemic, the monsoons, construction, hiring, development, testing, more development, field testing, certifications by third parties, etc., common sense says that the best case scenario for a commercial business in India and an ongoing revenue stream for QMC is 4-5+ years away. Worst case scenario, it gets thrown into the dustbin of history so those who discount the past and only look forward into the future can just ignore it; like it never happened or say, "At least QMC tried!"
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