Seeking alpha comments...thank you to those who responded with a factual response to the trolls who would try and discredit QMC.It's quite comical the blatant stupidity of some of these people.
Comments:
DMcD
Jun 18 03:11 PM
Oops, now you've gone & done it Dan...the secret is out.
Daniel Carlson
Jun 18 03:21 PM
Author’s reply » LOL. If you're right, I'm kicking myself for not having really loaded up prior to the article.
Solar Express
Jun 18 07:36 PM
The information in your article is accurate. Quantum Materials now can produce Durable NHM Dots with NDA's including three of the largest LCD panel manufacturers in the world, one of the largest electronics materials manufacturers, and the top three solid state lighting manufacturers.
32 Page Report Quantum Materials 2015
http://bit.ly/1K1hROc
sidney
Jun 18 06:26 PM
its too bad you didn't vet your research against the oled yahoo finance board. We've had to put up with over a dozen years of QTMM board trolls there and could easily within seconds shoot your idea out of the water before you looked too foolish here.
Among the many observations we've posted on QTMM:
Here is an example recently this year on April 5 2015:
"trevorbc
Here is another way to compare QTMM, the over the counter junk stock VS OLED
QTMM in one year, between Dec 2013 and Dec 2014 Sold and Diluted qtmm shareholders to the tune of 91 million NEW shares. As of Dec 2014 QTMM had 289,394,000 shares outstanding.
OLED bought back shares and has only 44 or 45 million outstanding.
Do I need to compare company cash balances of the two stocks for you? Oh well, Might as well.
As of Dec 2014, QTMM had 98,457 dollars in cash(ninety eight thousand)
As of Dec 2014, OLED had 343,000,000 million in cash
You really should stop posting here as it will only embarrass you. "
-- from QTMMnutcase on yahoo finance
anyway good luck buying a lipstick company for a dying breed of pig (LCD).
LG has firmly stated that OLED is the future and that they will only use QD on oled if needed (LG does both QD and oled in different models). So far QD hasn't been needed to win accolades all around on reviews on their various oled models. I suspect if they had expertise in both products that LG would know whether or when to apply QD to their oled color filters. Therefore you are trying to make a dime on the sale of lipstick on a technology that LG plans to phase out completely with OLED. But there are a lot of LCDs being produced while oled replaces the manufacturing lines from LCD. LG's oled tv target 600k 2015, 1.5m 2016, likely doubling every year after to complete replacement in 7 years (this is a typical cycle for technology diffusion). LG has only 18% of the TV market so heck sell lipstick to the other 80% but then ask yourself whether you think LG's TV market share will increase beyond 20% if everyone else is just selling pigs with lipstick while they sell OLED stallions.
Anyway if I were an oem and were selecting among QD suppliers to paint lipstick on my pigs, I would notice that QTMM's financial integrity is far worse than the private majors and toss them out of the bidding process.
What is QTMM's cash position now?
How many more shares has QTMM issued since the end of 2014 to dilute shareholders?
many of the yahoo finance forum members have pointed out that QTMM agreements for intellectual property with educational institutions are subject to various covenants. You should find out what they are and whether QTMM is in violation of those covenants already. Could they lose their IP if the institutions decide that QTMM isn't adequately able to take their IP to the market.
anyway the yahoo finance forums have been beating the oled vs qtmm argument to death for years..regardless it seems that no horse is too beaten for the forum...
welcome to the debate...
Trevor Groeneveld
Jun 18 08:05 PM
"Vet your research against the yahoo oled board"??? you have got to be kidding, like that is a reliable source of unbiased information. lol. Fine with me if you can't see the writing on the wall, I suppose you still think Samsung isn't producing those SUHD TVS with quantum dots that are getting better reviews that OLED. oh ya and also you failed to state LG is losing $600 per OLED TV produced while Samsung is turning a profit of $450..you probably don't realize this having never had a business but it's all about the bottom line QMC is poised to announce contracts and if you are too blind to see quantum dots as a highly sought after commodity going forward and also deny all the progress QMC has made in the past year along with key hiring then I suppose you are a fool and we can leave it at that. I have never posted articles on the OLED board with the intention of trolling or bashing the reasoning was to try and educate investors on other possible investment avenues.
sidney
Jun 19 10:25 AM
for the record in the early days ...nearly all the qtmm discussion occured on oled's yahoo finance board instead of QTMM... basically the QTMM folks hijacked oled's board so yes its covered to death there... its not as biased as you think...over the years there must be over 3000 pro qd posts there due to the lack of ethics of qd posters sticking to their own board.
sidney
Jun 19 11:25 AM
and taking advice from an insider(employee) of qtmm isn't biased?
Trevor Groeneveld
Jun 19 06:55 PM
how about you state specifics including your name so I can deal with false person acusations legally..
Trevor Groeneveld
Jun 20 08:42 AM
QTMM folks? perhaps one individual was over zealous and you imply the OLED board was highjacked? this is a post for you over on the OLED board "I went to the Seeking Alpha board to exact some revenge" I don't see why this has become a personal vendetta against QMC due to one individual?
sidney
Jun 18 06:54 PM
Here is another insightful post on yahoo finance I'm copying here:
from April 10, 2015
"trevorbc,
Also, you said I was in denial. I assume you were referring to the future success of quantum dots. As I have posted a few times already, Universal display helped fund some of the earliest research in QDs at MIT. Members of the research team founded QD Vision.Janice Mahon, a VP at Universal Display, years ago stated that, theoretically, quantum dots could outperform OLED, IF they reached their full potential. I keep track of advances in QDs, so I'd say I'm not in denial.
Quantum Materials said they would have the capacity to produce in excess of 25 metric tons of QDs by the end of 2010. Then, they pushed the estimate out to the end 2011. Then, they pushed the estimate out to the end of 2012. People were posting that if they were planning to have that capacity, that surely it was based on a certainty of getting contracts. No contracts materialized. During the Saudi Solar Initiative, Quantum Materials posted their plans on what they were going to do with all those carbon credits they were going to get from the sales of their solar panels. People posted that if they have already planned on what they are going to do with the carbon credits they were going to receive, contracts must be forthcoming. There were no contracts.
Initial revenue streams were slated to start in mid-2014. Then, that was pushed out to start at the end of 2014. Then, it was pushed out to start at mid-2015. Now Quantum Materials is talking about having the capacity to produce 4 metric tons of QDs by the end of 2015. Why it must mean they have contracts nearly in hand! Given some of the claims made by Mr. Squires when he was CTO at U. S. Global Nanospace (a position he doesn't include in his biography), I'm not surprised at Quantum Materials' consistent failure to deliver on stated goals
So, I'm the one who's in denial, right?
Take care,
Tiorama"
Solar Express
Jun 18 07:32 PM
Suggest referring to Investors Hub for QTMM DD and checking out the I-Box for current Information
http://bit.ly/1GkBFqc
Trevor Groeneveld
Jun 18 08:13 PM
http://bit.ly/1GkH5BG
Solar Express
Jun 18 07:31 PM
Try Investors Hub http://bit.ly/1GkBFqc
Check the I-Box for plenty of QTMM DD
Trevor Groeneveld
Jun 19 10:07 AM
quantum dot display and lighting component market will surpass $2 billion by 2016 and reach $10.6 billion by 2025. Dr. Jennifer Colegrove, CEO of Touch Display Research, projects that “51% of computer monitors will quantum dot technology by 2025.” This statement is based on market analysis that profiled over 60 companies working on quantum dot materials and components.
sidney
Jun 19 10:23 AM
don't confuse the market for QD with the potential success of QTMM. Its like saying if the big 3 automakers sell 95% of the cars you can make it by starting an auto company of your own. How many auto manufacturers tried to compete in the early days and failed?
Let me give you an idea:
http://bit.ly/1L68I7Z
Bottom line is that QTMM is in no position to compete with QD V or Nano financially no matter how well QD goes in the market.
Daniel Carlson
Jun 19 04:42 PM
Author’s reply » Sidney, thanks for your comments. From this last one, however, it appears you are contradicting your prior comment...it appears that you admit that the market for QDs is going to be huge, despite your earlier post that they are going nowhere and it's all OLED. I can find numerous quotes (all recent, by the way) that state QDs are going to take off and OLED is being shelved. Please show me any (recent) research that disputes this fact.
In terms of QTMM's financials, they are indeed weak. I would also suggest that Digital Equipment's financials looked great in the 1980s. You are prognosticating using a rear view mirror. QTMM has stumbled in the past. All startups do. However, they are now poised to grow, have equipment in place to produce mass quantities of QDs, have NDAs and samples in place with most of the top monitor manufacturers, and are one signed contract away from being a totally different company.
Good luck with OLEDs. Also, you should try to quote industry experts going forward, not yahoo message boards, if you want to entertain a serious discussion.
Trevor Groeneveld
Jun 19 06:55 PM
Care to elaborate on why we are in no position to compete with any other quantum dot manufactures out there? who has lowest CAPEX ..highest quality dots and ability to scale easily... unlike Nanoco's 200 milluon doallerscale up plans that are currently dead in the water..I'll use a analogy.. remember vhs vs beta.. beta supposedly better but who won market dominance. I'm happy with over 80% of the market....I see the vast majority of display manufacturers abandoning OLED and going with quantum dot technologies.. before you say lipstick on a pig.. QLED is the next step so this technology is developing also.
Drew Konopasek
Jun 19 08:12 PM
Thank you for the article. Even though Quantum Materials has the competitive advantage right now because it can produce higher quality quantum dots at a fraction of the cost of its competitors, do you have any fear that Nanoco (appears to have access to more resources) could eventually adopt production at scale that is at the same level as Quantum and eliminate their current competitive advantage? If so, how long do you believe it would take them to do this? Would it be years or months?
Daniel Carlson
Jun 19 10:14 PM
Author’s reply » Drew, certainly others are working on solutions to the problem. I honestly don't know how close they are. However, QTMM has a different, continuous flow process, as opposed to the batch methodology others are pursuing and, from my due diligence, they appear to be ahead of the curve.
Really, the key here is the size of the market. I believe that QDs are going to take significant share. As such, there is certainly room for multiple entrants and, with only four potential suppliers, anyone that can produce competitively priced product should be able to make money here.
Thanks for reading the article. Hope you're doing well.
Trevor Groeneveld
Jun 20 08:42 AM
Thank you Dan. Appreciate you shedding light on quantum dots and their potential on the display market in addition to many other industries including.. solid state lighting, bio medical, batteries, sensors, solar energy...etc...
Comments:
DMcD
Jun 18 03:11 PM
Oops, now you've gone & done it Dan...the secret is out.
Daniel Carlson
Jun 18 03:21 PM
Author’s reply » LOL. If you're right, I'm kicking myself for not having really loaded up prior to the article.
Solar Express
Jun 18 07:36 PM
The information in your article is accurate. Quantum Materials now can produce Durable NHM Dots with NDA's including three of the largest LCD panel manufacturers in the world, one of the largest electronics materials manufacturers, and the top three solid state lighting manufacturers.
32 Page Report Quantum Materials 2015
http://bit.ly/1K1hROc
sidney
Jun 18 06:26 PM
its too bad you didn't vet your research against the oled yahoo finance board. We've had to put up with over a dozen years of QTMM board trolls there and could easily within seconds shoot your idea out of the water before you looked too foolish here.
Among the many observations we've posted on QTMM:
Here is an example recently this year on April 5 2015:
"trevorbc
Here is another way to compare QTMM, the over the counter junk stock VS OLED
QTMM in one year, between Dec 2013 and Dec 2014 Sold and Diluted qtmm shareholders to the tune of 91 million NEW shares. As of Dec 2014 QTMM had 289,394,000 shares outstanding.
OLED bought back shares and has only 44 or 45 million outstanding.
Do I need to compare company cash balances of the two stocks for you? Oh well, Might as well.
As of Dec 2014, QTMM had 98,457 dollars in cash(ninety eight thousand)
As of Dec 2014, OLED had 343,000,000 million in cash
You really should stop posting here as it will only embarrass you. "
-- from QTMMnutcase on yahoo finance
anyway good luck buying a lipstick company for a dying breed of pig (LCD).
LG has firmly stated that OLED is the future and that they will only use QD on oled if needed (LG does both QD and oled in different models). So far QD hasn't been needed to win accolades all around on reviews on their various oled models. I suspect if they had expertise in both products that LG would know whether or when to apply QD to their oled color filters. Therefore you are trying to make a dime on the sale of lipstick on a technology that LG plans to phase out completely with OLED. But there are a lot of LCDs being produced while oled replaces the manufacturing lines from LCD. LG's oled tv target 600k 2015, 1.5m 2016, likely doubling every year after to complete replacement in 7 years (this is a typical cycle for technology diffusion). LG has only 18% of the TV market so heck sell lipstick to the other 80% but then ask yourself whether you think LG's TV market share will increase beyond 20% if everyone else is just selling pigs with lipstick while they sell OLED stallions.
Anyway if I were an oem and were selecting among QD suppliers to paint lipstick on my pigs, I would notice that QTMM's financial integrity is far worse than the private majors and toss them out of the bidding process.
What is QTMM's cash position now?
How many more shares has QTMM issued since the end of 2014 to dilute shareholders?
many of the yahoo finance forum members have pointed out that QTMM agreements for intellectual property with educational institutions are subject to various covenants. You should find out what they are and whether QTMM is in violation of those covenants already. Could they lose their IP if the institutions decide that QTMM isn't adequately able to take their IP to the market.
anyway the yahoo finance forums have been beating the oled vs qtmm argument to death for years..regardless it seems that no horse is too beaten for the forum...
welcome to the debate...
Trevor Groeneveld
Jun 18 08:05 PM
"Vet your research against the yahoo oled board"??? you have got to be kidding, like that is a reliable source of unbiased information. lol. Fine with me if you can't see the writing on the wall, I suppose you still think Samsung isn't producing those SUHD TVS with quantum dots that are getting better reviews that OLED. oh ya and also you failed to state LG is losing $600 per OLED TV produced while Samsung is turning a profit of $450..you probably don't realize this having never had a business but it's all about the bottom line QMC is poised to announce contracts and if you are too blind to see quantum dots as a highly sought after commodity going forward and also deny all the progress QMC has made in the past year along with key hiring then I suppose you are a fool and we can leave it at that. I have never posted articles on the OLED board with the intention of trolling or bashing the reasoning was to try and educate investors on other possible investment avenues.
sidney
Jun 19 10:25 AM
for the record in the early days ...nearly all the qtmm discussion occured on oled's yahoo finance board instead of QTMM... basically the QTMM folks hijacked oled's board so yes its covered to death there... its not as biased as you think...over the years there must be over 3000 pro qd posts there due to the lack of ethics of qd posters sticking to their own board.
sidney
Jun 19 11:25 AM
and taking advice from an insider(employee) of qtmm isn't biased?
Trevor Groeneveld
Jun 19 06:55 PM
how about you state specifics including your name so I can deal with false person acusations legally..
Trevor Groeneveld
Jun 20 08:42 AM
QTMM folks? perhaps one individual was over zealous and you imply the OLED board was highjacked? this is a post for you over on the OLED board "I went to the Seeking Alpha board to exact some revenge" I don't see why this has become a personal vendetta against QMC due to one individual?
sidney
Jun 18 06:54 PM
Here is another insightful post on yahoo finance I'm copying here:
from April 10, 2015
"trevorbc,
Also, you said I was in denial. I assume you were referring to the future success of quantum dots. As I have posted a few times already, Universal display helped fund some of the earliest research in QDs at MIT. Members of the research team founded QD Vision.Janice Mahon, a VP at Universal Display, years ago stated that, theoretically, quantum dots could outperform OLED, IF they reached their full potential. I keep track of advances in QDs, so I'd say I'm not in denial.
Quantum Materials said they would have the capacity to produce in excess of 25 metric tons of QDs by the end of 2010. Then, they pushed the estimate out to the end 2011. Then, they pushed the estimate out to the end of 2012. People were posting that if they were planning to have that capacity, that surely it was based on a certainty of getting contracts. No contracts materialized. During the Saudi Solar Initiative, Quantum Materials posted their plans on what they were going to do with all those carbon credits they were going to get from the sales of their solar panels. People posted that if they have already planned on what they are going to do with the carbon credits they were going to receive, contracts must be forthcoming. There were no contracts.
Initial revenue streams were slated to start in mid-2014. Then, that was pushed out to start at the end of 2014. Then, it was pushed out to start at mid-2015. Now Quantum Materials is talking about having the capacity to produce 4 metric tons of QDs by the end of 2015. Why it must mean they have contracts nearly in hand! Given some of the claims made by Mr. Squires when he was CTO at U. S. Global Nanospace (a position he doesn't include in his biography), I'm not surprised at Quantum Materials' consistent failure to deliver on stated goals
So, I'm the one who's in denial, right?
Take care,
Tiorama"
Solar Express
Jun 18 07:32 PM
Suggest referring to Investors Hub for QTMM DD and checking out the I-Box for current Information
http://bit.ly/1GkBFqc
Trevor Groeneveld
Jun 18 08:13 PM
http://bit.ly/1GkH5BG
Solar Express
Jun 18 07:31 PM
Try Investors Hub http://bit.ly/1GkBFqc
Check the I-Box for plenty of QTMM DD
Trevor Groeneveld
Jun 19 10:07 AM
quantum dot display and lighting component market will surpass $2 billion by 2016 and reach $10.6 billion by 2025. Dr. Jennifer Colegrove, CEO of Touch Display Research, projects that “51% of computer monitors will quantum dot technology by 2025.” This statement is based on market analysis that profiled over 60 companies working on quantum dot materials and components.
sidney
Jun 19 10:23 AM
don't confuse the market for QD with the potential success of QTMM. Its like saying if the big 3 automakers sell 95% of the cars you can make it by starting an auto company of your own. How many auto manufacturers tried to compete in the early days and failed?
Let me give you an idea:
http://bit.ly/1L68I7Z
Bottom line is that QTMM is in no position to compete with QD V or Nano financially no matter how well QD goes in the market.
Daniel Carlson
Jun 19 04:42 PM
Author’s reply » Sidney, thanks for your comments. From this last one, however, it appears you are contradicting your prior comment...it appears that you admit that the market for QDs is going to be huge, despite your earlier post that they are going nowhere and it's all OLED. I can find numerous quotes (all recent, by the way) that state QDs are going to take off and OLED is being shelved. Please show me any (recent) research that disputes this fact.
In terms of QTMM's financials, they are indeed weak. I would also suggest that Digital Equipment's financials looked great in the 1980s. You are prognosticating using a rear view mirror. QTMM has stumbled in the past. All startups do. However, they are now poised to grow, have equipment in place to produce mass quantities of QDs, have NDAs and samples in place with most of the top monitor manufacturers, and are one signed contract away from being a totally different company.
Good luck with OLEDs. Also, you should try to quote industry experts going forward, not yahoo message boards, if you want to entertain a serious discussion.
Trevor Groeneveld
Jun 19 06:55 PM
Care to elaborate on why we are in no position to compete with any other quantum dot manufactures out there? who has lowest CAPEX ..highest quality dots and ability to scale easily... unlike Nanoco's 200 milluon doallerscale up plans that are currently dead in the water..I'll use a analogy.. remember vhs vs beta.. beta supposedly better but who won market dominance. I'm happy with over 80% of the market....I see the vast majority of display manufacturers abandoning OLED and going with quantum dot technologies.. before you say lipstick on a pig.. QLED is the next step so this technology is developing also.
Drew Konopasek
Jun 19 08:12 PM
Thank you for the article. Even though Quantum Materials has the competitive advantage right now because it can produce higher quality quantum dots at a fraction of the cost of its competitors, do you have any fear that Nanoco (appears to have access to more resources) could eventually adopt production at scale that is at the same level as Quantum and eliminate their current competitive advantage? If so, how long do you believe it would take them to do this? Would it be years or months?
Daniel Carlson
Jun 19 10:14 PM
Author’s reply » Drew, certainly others are working on solutions to the problem. I honestly don't know how close they are. However, QTMM has a different, continuous flow process, as opposed to the batch methodology others are pursuing and, from my due diligence, they appear to be ahead of the curve.
Really, the key here is the size of the market. I believe that QDs are going to take significant share. As such, there is certainly room for multiple entrants and, with only four potential suppliers, anyone that can produce competitively priced product should be able to make money here.
Thanks for reading the article. Hope you're doing well.
Trevor Groeneveld
Jun 20 08:42 AM
Thank you Dan. Appreciate you shedding light on quantum dots and their potential on the display market in addition to many other industries including.. solid state lighting, bio medical, batteries, sensors, solar energy...etc...
