I agree with you completely. If QMC wants to become a dominant player in the Qdot business, there is no way around the big 3 display manufacturers (LG, Samsung, Sony). Not to forget QD vision! Did you see the PR from Nexxus last week?
Nexxus is selling the Qdot enhanced LED light bulbs from QD Vision. Who's gonna be able to produce cheap, and heaps of Qdots when these lights take off? And only a cheap price, will sell the Bulbs. So QMC would be a win win for all...
I think the Samsung QLED PR attracted a lot of attention, and many people, who never heard about Quantum dot technology, now do. So I think the time is just about right for a well placed PR...
Can you imagine what this stock will do when QMC announces a deal with one of the big 3 I mentioned above?