CES..it seems from reading CES pre-news that there
Post# of 22467
Posted On: 01/04/2015 6:48:16 PM
CES..it seems from reading CES pre-news that there isn't much new like years past.
This could bode well for QMC as the focus will be on the few things that are "new" at the show i.e " quantum dot displays ".As we know there are only two private companies for investors to look at ,again good for QMC being the most undervalued of the two companies IMO.
It appears QMC will soon have the same footprint as the Nanoco Runcorn facility ( approx 3500 sq ft ) but not need to use up as much space ( batch lines ) to produce more product.Interesting to note despite the belief that DOW was already well into building their facility in Korea that they need to purchase product from Nanoco for the interm.No major supply deal for DOW announced to date..i.e large kg orders.
The next few months will tell us where QMC is in the game IMO !!
I do believe there is room for more than one supplier but QMC clearly has a better CAPEX and eventually OPEX to gain market share never mind a superior product once thickshell is incorporated.
This could bode well for QMC as the focus will be on the few things that are "new" at the show i.e " quantum dot displays ".As we know there are only two private companies for investors to look at ,again good for QMC being the most undervalued of the two companies IMO.
It appears QMC will soon have the same footprint as the Nanoco Runcorn facility ( approx 3500 sq ft ) but not need to use up as much space ( batch lines ) to produce more product.Interesting to note despite the belief that DOW was already well into building their facility in Korea that they need to purchase product from Nanoco for the interm.No major supply deal for DOW announced to date..i.e large kg orders.
The next few months will tell us where QMC is in the game IMO !!
I do believe there is room for more than one supplier but QMC clearly has a better CAPEX and eventually OPEX to gain market share never mind a superior product once thickshell is incorporated.
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