QTMM Quantum Materials Tetrapod Quantum Dot Mfr. S
Post# of 22456
Quantum Materials Corp to Quadruple Lab Space and Add Scientists Quantum Materials Corp (OTCQB:QTMM) today announced it has signed an agreement with STAR Park that will quadruple the Company's Quantum Dot production space when the new state-of-the-art lab and offices are completed on or before June 2015. The Company is also recruiting to double its scientific staff effective January 2015. http://qmcdots.com/press/press33.php
Samsung, LG turn to quantum dots as OLED still too pricey http://qmcdots.com/news/news.php
Los Alamos THICK SHELL “GIANT” QUANTUM DOTS QMC has Tech Rights..
Thick Shell Quantum Dots are near-perfect. These “Giant” QD solve the problems that have challenged QD researchers for the last 30 years. They outperform all other quantum dots by a wide margin without needing any surface modification or etching because their qualities are inherent rather than external. “Giant” Thick Shell QD are a new functional class of QD due to (1) non-blinking (always on), (2) non-photobleaching (photostable), (3) suppress Auger recombination, (4) a wide Stokes shift, (5) no self-reabsorption and minimal yellow/green absorption, (6) ligand independent emission, (7) long-lived biexcitons, ( efficient multi-exciton generation (MEG).
http://www.qmcdots.com/investors.php
Quantum Materials Acquires Bayer Technology Services Quantum Dot Manufacturing and Quantum Dot Solar Cell Patents
Bayer Patent Families Expand Quantum Materials’ Advanced Material Offerings, Reinforce Intellectual Property Protection of Automated Quantum Dot Manufacturing Processes and Enhance Quantum Dot Solar Cell IP to Drive Future Development, Partnerships and Revenue http://qmcdots.com/press/press31.php
Quantum Materials Secures Uncloneable Anti-Counterfeiting 3D Printing Technology
Patented Additive Manufacturing Process Embeds Quantum Dots for Uncopyable Identification
San Marcos, Texas June 30, 2014 - Quantum Materials Corporation (OTCQB:QTMM) announces securing 3D printing and additive manufacturing anti-counterfeiting quantum dot detection technology developed at the Institute for Critical Technology and Applied Science and the Design, Research, and Education for Additive Manufacturing Systems (DREAMS) Laboratory at Virginia Tech.
The technology embeds quantum dots within objects being 3D printed to produce a unique, physically uncloneable signature known only to the object’s manufacturer. This new quantum dot security method will help to ensure positive identity of any particular object through a wide variety of application and detection methods. Novel uses of embedded nanomaterials cover a wide field of growing industries of encryption, secure key exchange, the protection of hardware from tampering and other secure identification needs.
David Doderer, QMC VP for Research and Development, stated “The remarkable number of variations of semiconductor nanomaterials properties QMC can manufacture, coupled with Virginia Tech’s anticounterfeiting process design, combine to offer corporations extreme flexibility in designing physical cryptography systems to thwart counterfeiters. As 3D printing and additive manufacturing technology advances, its ubiquity allows for the easy pirating of protected designs. We are pleased to work with Virginia Tech to develop this technology’s security potential in a way that minimizes threats and maximizes 3D printing’s future impact on product design and delivery by protecting and insuring the integrity of manufactured products.”
Besides the inherent nature of the process technology from Virginia Tech that enables unique signatures, Quantum Materials offers unique semiconductor nanomaterials that physically increase these security measures by not only emitting different colors of the spectra from blue to red, but by using tetrapod quantum dots with precise structural characteristics, or dual emission tetrapods that can emit two different colors. The combination of unique process and nanomaterial dramatically improves the security strength, in a similar way that moving from 128-bit to 256-bit encryption increases confidence in a nearly-unbreakable key.
According to an industry report by Allied Market Research, the “Global anti-counterfeit packaging market accounted for $57.4 billion in 2013, which is forecast to generate revenue of $142.7 billion by 2020 at 13.9% CAGR from 2013-2020.” Other new research from Global Industry Analysts says that the food and pharmaceutical industries are currently the most vulnerable to the actions of counterfeiters and the global market for anti-counterfeiting technologies could reach $82.2B by 2015.
ABOUT QUANTUM MATERIALS CORPORATION
Quantum Materials Corp. develops and manufactures Tetrapod Quantum Dots for use in medical, display, solar energy and lighting applications through its patent pending volume production process. Quantum dot semiconductors enable a new level of engineered performance in a wide array of established consumer and industrial products. QMC’s volume manufacturing methods enable consistent QD quality and scalable cost reductions to drive innovative discovery to commercial success. QMC’s wholly owned subsidiary, Solterra Renewable Technologies is leading the development of sustainable and cost-effective quantum dot based solar technology.(http://www.qmcdots.com) (http://www.solterrarenewable.com)
ABOUT ICTAS
ICTAS leverages Virginia Tech’s existing research strengths to position the university as an agent of discovery and problem solving in the technological and scientific global environment. (http://www.ictas.vt.edu)
ABOUT THE DREAMS LABORATORY
DREAMS Lab members have a vision of the future wherein today’s “rapid prototyping” technologies are of a maturity to be considered as viable platforms for the manufacture of end-use artifacts. Our mission is to be a leader in the transition of rapid prototyping technologies to the new paradigm of additive manufacturing. (http://www.dreams.me.vt.edu/)
http://qmcdots.com/press/press28.php
http://www.engineering.com/3DPrinting/3DPrint...-Tech.aspx
http://www.eetimes.com/document.asp?doc_id=1323073
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Quantum Materials Corp (OTCMKTS:QTMM) Moving on the Green Zone
http://www.microcapdaily.com/quantum-material...one/17431/
Quantum Materials Corp (OTCMKTS:QTMM) Moving on the Green Zone
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By James Elliot on December 3, 2014 Micro Cap Insider, Micro Caps
Quantum Materials Corp (OTCMKTS:QTMM) is drifting lower in recent trading falling through support levels. QTMM has a history of big moves running off its base at $0.05 reaching $0.45 per share on record breaking volume earlier this year.
QTMM is a fascinating story that’s all about Quantum Dots; a nanocrystal made of semiconductor materials first developed in the 1980’s. They have many uses including medical, display, solar energy and lighting applications.
Quantum Materials Corp (OTCMKTS:QTMM) is a nanotechnology company specializing in the design, development, production and supply of Nanomaterials including Quantum Dots and tetrapod quantum dots (“TQDs”), a high performance variant of quantum dots, for a range of applications in the life sciences, optoelectronics, photovoltaics, lighting, security ink and sensor sectors of the market.
QMC owns 100% of Solterra Renewable Technologies, Inc. an operating subsidiary formed in May, 2008, by current CEO Mr. Stephen Squires to develop quantum dot applications in the solar cell industry.
The Company recently acquired a patent portfolio from Bayer AG that includes 36 patents: 3 domestically and 33 internationally covering the high volume manufacture of quantum dots including heavy metal free, various methods for enhancing quantum dot performance and a quantum dot based solar cell technology. In addition the company has a worldwide exclusive license to a patented chemical process that permits it to produce high performance TQDs using a lower cost and environmentally friendly solvent for greater manufacturing flexibility.
QTMM has also developed a proprietary method that allows it to mass produce consistent quantities of quantum dots and TQDs in a continuous process at lower capital costs than other existing processes. It also has the exclusive license to a patented screen printing technique for manufacture of LED’s and OLED’s which can include quantum dot enhanced electronic displays and other electronic components.
The Market for Quantum Dots is significant; according to a recent market research report, “Quantum Dots (QD) Market – Global Forecast & Analysis (2012 – 2022)” published by MarketsandMarkets the total market for quantum dots is expected to reach $7.48 billion by 2022, at a compound annual growth rate of 55.2% from 2012 to 2022.
On November 5 QTMM announced it has signed an agreement with STAR Park that will quadruple the Company’s Quantum Dot production space when the new state-of-the-art lab and offices are completed on or before June 2015. The Company is also recruiting to double its scientific staff effective January 2015.
Conclusion: QTMM is drifting lower in recent trading falling through support levels. Quantum recently acquired Bayer AG patent portfolio, Rice Licenses and the UA License, together with the proprietary manufacturing process, comprise the fundamental asset platform of this Company.
Currently trading at a $59 million market valuation QTMM is making a spectacular rise and is quickly gaining the type of loyal shareholder base that can drive these pennies skyward. While the Company is at the forefront of an exciting new industry they have failed to generate much revenues thus far and continue to lose money. This has resulted in dilution over the years with the OS increasing from 76,725,167 shares of common stock back in November 2009 to current 264,266,266 shares out. Besides this QTMM has captured the imagination of penny stock investors and is quickly becoming one of the top traded stocks on the entire bb’s. QTMM is a stock to watch and might just provide another spectacular trade opportunity in the coming weeks and months ahead.
(Try Years)
Rice U..Center for "Quantum Materials" Launch 12/16/14
This event will celebrate the launch of the Rice Center for Quantum Materials, discuss the state of the field and prospects for future advancement, and explore the opportunities for synergy across multiple disciplines.
Leading faculty in Quantum Materials from Rice University and worldwide will be joined by graduate students and junior scientists.
- See more at: http://rcqm.rice.edu/launch/#sthash.QRrC5Zxs.dpuf
Panelists for "Quantum Materials - Perspectives and Opportunities" include-
Moderator: Dr. Qimiao Si (Rice)
Prof. Elihu Abrahams, UCLA
Dr. Charles Day, Physics Today
Prof. Laura Greene, UIUC, APS Vice President Elect
Prof. Neal F. Lane, Rice, former Director of the NSF & the White House Office of Science and Technology
Dr. Peter Reynolds, Senior Research Scientist, Army Research Office
Mr. Stephen B. Squires, Quantum Materials Corp Founder and President
Dr. Marc Ulrich, Physics Division Chief & Condensed Matter Physics, Army Research Office
QTMM Quantum Materials Tetrapod Quantum Dots Mfr. Star Park, San Marcos Tx (I-Box). Display's LED Lighting Quantum Computing Thin Film Solar Cells.
2014 10K Highlights
Eleven of the twenty-four potential clients have already had one or more face-to-face meetings with company management & 2 dozen automated production samples to potential clients.
As a result of our automated production system, we have increased our rate of shipping samples to potential customers and we have delivered more than two dozen shipments.
To our knowledge this represents the first shipments of automated production, not manual “batch” production. Our volume production process assures our clients that we can deliver high volumes of quantum dots for industrial use.Industries or uses intended include – Displays, Lighting, Biotech, Anti-counterfeiting, Sensors, Solar, Paint, and Coatings. For the most part, our shipments of samples are to client’s specifications, and for others, these samples are preliminary shipments for evaluation for secondary purposes as we collaborate toward the development of their specific quantum dot enabled product. Today we have a very active pipeline of potential clients that grows daily. These potential clients require a broad range of nanomaterials from relatively simple Red emitting quantum dots to both near and far Infrared emitting Quantum Dots, Thick-Shell Quantum Dots and/or Non-Heavy Metal Quantum Dots. Industries or uses intended include – Solid-State Lighting, Hydrogen Conversion, Displays, Solar, Automotive Glass and BIPV films, Batteries, Lasers, Biotech and Inks.
Eleven of the twenty-four potential clients have already had one or more face-to-face meetings with company managment.
To maintain control of quantum dot production and quality, the Company’s preferred business relationship is a joint venture that evolves from a collaborative development effort where the parties agree to cooperate in the design and production of a range of new end products utilizing the Company’s Nanomaterials and/or screen printing processes, with the other party contributing industry expertise and substantial marketing, distribution and sales capabilities. In most cases, the Company envisions that the industry joint venture party would provide the financial resources to underwrite the project. In some cases, the joint venture may need to seek outside financing for the commercialization phase of the project. In either case, the Company would continue to control the production of the nanomaterials for incorporation into the end products.
Alternatively, the Company may choose to license a manufacturer of end products to incorporate the Company’s Nanomaterials into one or more specific products on an exclusive or non-exclusive basis. In some cases, it may be appropriate to dedicate an equipment unit to a single product line (for example, silicon nanocrystals for energy storage) for a single licensee, whether sited at the Company’s facilities or at the facilities of the licensee. In all cases, the license would contain provisions restricting the use of the Company’s technology and protecting its intellectual property.
In advancing these development activities, the Company follows a disciplined process to protect its intellectual property and foster collaborative arrangements. First, NDAs are entered into, followed by sample agreements. The Company then formulates, manufactures and supplies product samples to the counterparty’s specifications for evaluation and testing. If successful, this then leads to discussions on the form of a possible commercial relationship. Each step takes time, and the Company is increasing its sample production capacity to satisfy the backlog of requests for its materials of different compositions. Sample production is currently accommodated through use of the lab facilities at the Company’s Wet Lab described below.
In seeking to expand its customer base, the Company’s marketing strategy will be to engage in joint ventures or other strategic arrangements with manufacturers and others to jointly develop applications using its patented continuous production process and licensed screen printing technology to maximum effect. Such joint collaborations will involve the Company working closely with the industry counterpart to optimize the performance of the Company’s materials in each application or device, and to use the results from product development and testing to further enhance product specifications to meet the requirements of the market. These collaborations will support the Company’s internal research and development activities, which will continue to be a primary part of the Company’s business. The principal revenue streams for the Company are expected to be from (i) sales of Nanomaterials, (ii) royalties from sales of products and components by third parties incorporating the Company’s Nanomaterials, (iii) milestone payments under joint development arrangements with product developers and manufacturers, and (iv) sub-licensing fees where the Company engages in sub-licensing arrangements for its technology.
Torrey Hills Capital IR Client Press Release
OTCQB: QTMM
Happy Friday Everyone!
I am going to start out today's post with a quote from the notorious but often sage Michael Douglas character from the iconic 1987 movie Wall Street:
"The most valuable commodity I know of is information." Gordon Gekko
In the micro-cap realm we continue to find this to be a very true statement. These inefficient, choppily traded markets can work to an investors advantage by leveraging information that is public but has not yet been picked up on by the mainstream investment community. We see this phenomenon as being the case with quantum dot/nanomaterials pioneer Quantum Materials Corp. (OTCQB: QTMM) - note: for those not familiar with quantum dots, and it's ok if you're not because we just got up to speed on this recently - they are incredibly small, man-made chrystalline semi-conductors - 5 to 50 nanometers in diameter that harness the incredible power of light photons.
We are perched on the razor's edge of one of, if not the biggest fundamental technology shift in our lifetime: the age of quantum materials - and specifically the use of "quantum dots" to harness the unique properties of light to drive a myriad of major advancements in consumer and industrial products ranging from materially richer color display panels for TV's and handhelds, to highly efficient solid state lighting and medical diagnostic equipment to eventually next gen, high-yield solar cells that will be competitive and likely cheaper sources of energy than existing fossil fuels.
And in case you think this is just us drinking the Kool-Aid, here's an excerpt from an article out just this week quoting UBC physics professor and quantum dot researcher Andrea Damascelli on the future of quantum dots that puts this paradigm shift into perspective:
Damascelli believes quantum materials will have a bigger impact on our lives than the semiconductor, which was invented in 1947 and laid the groundwork for the integrated circuit and the computer revolution that has so shaped the contemporary world.
“Today, I feel that we’re on the cusp of an even bigger revolution,” Damascelli said Monday. “This is a quantum material revolution, which I believe will have a much larger impact on our lives.”
There is so much to talk about regarding quantum dots and how this burgeoning technology is going to likely affect just about everything in the tech sector over the next five years - but today I just want to focus on the near term driver in quantum dots - what's happening right now that you need to be up to speed on (and most importantly how you can position yourself in this rapidly approaching market shift) -
. . . . .the flat panel display marketplace.
Earlier this week, LG and Samsung backed up earlier statements informing the markets that they will be developing flat panel displays in 2015 incorporating quantum dots to drive the red, green, blue (RGB) color spectrum in these displays in order to create a much richer viewing experience/color gamut. They are doing this now to drive quality into their upper echelon product lines due to the fact that they have been unsuccessful in driving manufacturing costs out of their OLED line of displays (mostly due to high scrap rates). Quantum dots yield a visually similar (if not superior in terms of lowering power consumption, especially important in hand held battery powered devices) color gamut display panel to OLED and most importantly at a reduced manufacturing cost and can be incorporated directly into existing panel manufacturing lines. The end game here is to put displays on the market that "look like" OLED but "cost out" similar to LED/LCD displays - and once you see the quality of these next gen displays, it will be very hard to continue to watch the LCD TV you currently have in your home/office (yes the upgrade in color/contrast quality is THAT DRAMATIC - this new class of TV's/displays are just "off the chart" incredible!).
Here is a brief video release discussing this latest event that you should take a minute to watch right now:
https://www.youtube.com/embed/Oky9ldwC5iM
OK, here’s the key takeaway from today's post. Quantum dots are coming. In fact they are already here when you see the two largest players in the space moving quickly in this direction.
Quantum Materials Corp. is right in the middle of this transformational shift in technology with an extremely disruptive business model. They manufacture high quality quantum dots at what looks to be a low capital and operating cost (relative to existing market processes), and their ability to scale up rapidly to multi-tonne/year capacity is truly unique to the industry with their very solidly patented continuous flow micro reactor process (patents in place from Rice University and Bayer, AG).
What could this mean for Quantum Materials going forward? Well, we're glad you asked. QTMM's current capacity is 250kg per year of qd's (and have stated in their corporate PPT that they will soon be placing an order for the next gen scale-up of their proprietary continuous flow micro reactor process that will have a capacity of 1,000kg/year of qd's and could possibly have that online at, or around mid year 2015). The cost of this equipment is nominal and we understand this next gen reactor could cost under $2 million to build and put online. To get some perspective on the disruptive nature of the capex, Nanoco, (1 of 4 primary quantum dot players in the space) announced in September that they are going to be building a facility in South Korea (with partner Dow Chemical) to manufacture qd's that is scheduled to be operational sometime in the first half of 2015 at a cost of roughly $180 million!
But at this point let's just look at a VERY HYPOTHETICAL SCENARIO with just the present capacity at Quantum Materials Corp. of 250kg/year.
250kg is 250,000 grams. With several entrants moving quickly to move into high volume qd production, the current speculation for where pricing of quantum dots will be soon is in the range of between $500 to $1,500 per gram, (one gram is enough material for roughly four 50 inch display panels, so you don't need that much per display, and if you think that sounds expensive, it's really not as the traditional cost of quantum dots has run between $3k and $10k per gram! It really is one of the most expensive substances on the planet).
So if you look at the range of qd prices, we are looking at potential topline revenue FROM THE EXISTING CAPACITY AT QUANTUM MATERIALS' SAN MARCOS, TX FACILITY of between $125,000,000 & $375,000,000. Yes, these are very big number for a small company to come out of the gate with but if the demand ramps up (which by all accounts it looks like it's getting very close to the tipping point), we see this type of steep ramp as being very possible. Quantum Materials has not come out publicly stating operating costs but based on their low capex and 'low, to no labor' intensive model we think it could be somewhat safe to assume healthy gross margins especially in the upper levels of that earlier mentioned price range. Whatever the margin turns out to be, this type of revenue could yield some very exciting numbers for Quantum Materials Corp. in what we consider to be a high growth rate industry (several analyst groups are predicting steep growth rates for the quantum dot industry with estimates of $8-9 billion by 2023 giving this a CAGR of well over 50%) - and just think what this could represent when QTMM scales up capacity 4X or more in 2015 with their next gen level of processing equipment!
So we'll let you apply your own P/E ratio here to come up with a potential market cap and multiple of the present $50 million market cap of the company (note: Nanoco has a market cap in the $400 million dollar range (AIM listed: ticker NANO)
Your homework for the weekend is to do some DD on Quantum Materials Corp. and the quantum dot revolution and determine if this is a sector that you would like to participate in. There are many examples of companies going from garage based operations to multi-billion dollar market caps and remember, Quantum Materials has been at this for around 8 years developing some of the earliest IP in the space licensed and purchased from Rice University, University of Arizona and University of Texas (and most recently Bayer, AG) so they are not new to this game and in our opinion they are likely the most well positioned company in the space to capitalize on this exciting rapid growth industry (we are basing this statement on QTMM's stated ability to scale volume manufacturing quickly and their non labor intensive production process model).
Included in this post is an attachment that discusses the qd market space in detail. Also, we urge you to take a few minutes to visit QTMM's website and probably the quickest way to get up to speed (and "meet" some of the key management team at Quantum Materials) is to view 4 short, but very informative video segments taped at the their manufacturing facility in San Marcos, TX where you get to see quantum dots being made and hear directly from their CEO Steve Squires and VP R&D David Doderer on this incredible breakthrough technology. This is interesting, cutting edge stuff, so even it you decide this isn't for you, you will learn something new about what's next in the field of panel displays and solid state lighting.
Here is a link to these 4 videos:
http://www.qmcdots.com/videos.php
(watch these in sequential date order).
Website: http://www.qmcdots.com
(excellent source of white papers on quantum dots and the key value drivers for the company).
So we urge you to look closely at this company (but don't take too long!), put on your sceptics cap, put together your list of questions and give us a call - we'll walk you through this and get your questions answered, even the tough ones. We can even get you on the phone with their CEO if you would like to get a sense of where he plans to take the company over the next year or two. One of the things we like most about this group is due to the fact their process is so disruptive it doesn't look as if they are going to be forced to take on a big strategic/financial partner (like Nanoco did with Dow) to move forward and based on the fact that it looks as if they have the share vote block in place to prevent a hostile takeover, once the ride starts, we could be on it for some time to come.
So your probably wondering who is Quantum Materials Corp. talking to right now? Well, we don't know them by name but from the recent PPT we know that they are in discussions with 34 product manufacturers and 7 university groups and have delivered sample qd's to 24 product manufacturers and 4 university groups. In fact, all you have to do is cruise the flat panel aisle at your local Bestbuy store or Google OLED Displays and you can get a sense of the companies that are interested in this space and moving quickly in this direction to mirror the moves made recently by Samsung and LG.
By all rights this should be a private company (they went public several years ago at the request of an early-in investor) and the first time the investing "public" would get a crack at it would be at the IPO (think GoPro or LinkedIn), but it is public and it’s trading at around $0.20 giving it a current market cap of just over $50 million - so we are not really going to ask why they are public at this level, we're just kind of glad that they are. So if you didn't get a chance to buy the seed round at GoPro (GRPO), or were "friends and family" of Zuckerberg or the group that built Universal Display (PANL) or Invensense (INVN), (we didn’t and we weren't!) this could be your chance to get in ground-floor on what looks to be the next huge win in the tech space and possibly down the road when they have QTMM's CEO Steve Squires in the padded chairs on the CNBC set talking about the next "gee whiz" application in quantum dot technology, you can turn to your colleagues and smugly say, "yeah, we got into that one pretty early" (or better yet, let them know about QTMM now and be the hero in the office that found it for everyone!).
So as Gordon says "This is your wake up call, go to work!"
Have a great weekend everyone and talk soon.
Regards,
Clay Chase
SD Torrey Hills Capital
858 456-7300
cc@sdthc.com
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