QTMM Torrey Hills Investor Relations Report Qua
Post# of 63824
Posted On: 08/26/2015 1:49:29 AM
QTMM Torrey Hills Investor Relations Report
Quantum Materials Corp. Update (OTCQB: QTMM) - Site Visit Report/Management Interview Highlight QMC Competitive Advantages and Growth Strategy Going Forward
In late July we had the opportunity to visit Quantum Materials' Corporate headquarters and wet lab/manufacturing facilities in San Marcos, TX. Please see the attached Travel Dispatch from that site visit along with a brief Management Interview with QMC founder/CEO Stephen Squires and CFO Craig Lindberg. Quantum Materials Corp. has been extremely active during the past twelve months materially advancing their quantum dot/nano-material product capabilities as well as expanding baseline capacity of their "continuous flow manufacturing" platform (now well over 2 metric tons capacity per year).
After visiting QMC's Star Park facility and witnessing first-hand their production capabilities, we remain convinced that this emerging growth company is ideally positioned to become a meaningful supplier in the rapidly advancing quantum dot technology revolution. Over the past six months (since this years' CES show in Las Vegas which served as a bellwether event for QD's) the consumer electronics industry has moved aggressively towards the incorporation of quantum dots in displays to ramp-up the color gamut performance of these new screens, giving the viewer an "OLED like" experience at a much lower retail price point.
This strategy looks to be working extremely well for the early CE adopters in the space and we expect this trend to continue and even accelerate further as price points for high-quality, large format LCD 4K panels driven by quantum dot technology drop even further and the format becomes more widely available across a larger array of display manufacturers. With QMC's recent announcement of their proprietary QDX™ branded quantum dots that maintain stable, high performance specifications at temperatures up to 260° C (=500°F) as well as prolonged exposure to environmental conditions such as oxygen and moisture, QMC looks extremely well positioned here to build solid market share in the space by establishing product sales agreements with one or more of the flat panel display manufacturers moving quickly to add quantum dot driven color gamut technology to their next generation UHD product lines.
At a current market cap of just under $50 million and present manufacturing capacity to produce revenues that could very well be a multiple of this number on an annual basis, we continue to see a major disconnect between the present market value of QMC shares and their EV upside potential - which we expect could narrow rapidly once they are able to move their status from "qd developer" to "qd supplier" - and based on our recent visit to Star Park we believe the date for that event could be very close at hand.
Rodman and Renshaw Conference - QMC Presenting on September 9, 2015 @ 2:10pm
Quantum Materials' management team will be presenting at the 17th Annual Rodman & Renshaw Global Investment Conference being held September 8-10, 2015 at the St. Regis Hotel in NYC.
If you are an institutional investor, and would like to attend the Quantum Materials Corp presentation, please click on the following link www.rodm.com to register for the Rodman & Renshaw conference. Once your registration is confirmed, you will be prompted to log into the conference website where you can request and schedule a one-on-one meeting with the management of Quantum Materials Corp.
If you have any additional questions regarding Quantum Materials Corp., or would be interested in setting up a meeting and/or conference call with their management team, just let me know by phone or email and we can get that set up.
Regards,
Clay Chase
SD Torrey Hills Capital
858 456-7300
cc@sdthc.com
https://understocks.files.wordpress.com/2015/...-final.pdf
https://understocks.files.wordpress.com/2015/...-final.pdf
Quantum Materials Corp. Update (OTCQB: QTMM) - Site Visit Report/Management Interview Highlight QMC Competitive Advantages and Growth Strategy Going Forward
In late July we had the opportunity to visit Quantum Materials' Corporate headquarters and wet lab/manufacturing facilities in San Marcos, TX. Please see the attached Travel Dispatch from that site visit along with a brief Management Interview with QMC founder/CEO Stephen Squires and CFO Craig Lindberg. Quantum Materials Corp. has been extremely active during the past twelve months materially advancing their quantum dot/nano-material product capabilities as well as expanding baseline capacity of their "continuous flow manufacturing" platform (now well over 2 metric tons capacity per year).
After visiting QMC's Star Park facility and witnessing first-hand their production capabilities, we remain convinced that this emerging growth company is ideally positioned to become a meaningful supplier in the rapidly advancing quantum dot technology revolution. Over the past six months (since this years' CES show in Las Vegas which served as a bellwether event for QD's) the consumer electronics industry has moved aggressively towards the incorporation of quantum dots in displays to ramp-up the color gamut performance of these new screens, giving the viewer an "OLED like" experience at a much lower retail price point.
This strategy looks to be working extremely well for the early CE adopters in the space and we expect this trend to continue and even accelerate further as price points for high-quality, large format LCD 4K panels driven by quantum dot technology drop even further and the format becomes more widely available across a larger array of display manufacturers. With QMC's recent announcement of their proprietary QDX™ branded quantum dots that maintain stable, high performance specifications at temperatures up to 260° C (=500°F) as well as prolonged exposure to environmental conditions such as oxygen and moisture, QMC looks extremely well positioned here to build solid market share in the space by establishing product sales agreements with one or more of the flat panel display manufacturers moving quickly to add quantum dot driven color gamut technology to their next generation UHD product lines.
At a current market cap of just under $50 million and present manufacturing capacity to produce revenues that could very well be a multiple of this number on an annual basis, we continue to see a major disconnect between the present market value of QMC shares and their EV upside potential - which we expect could narrow rapidly once they are able to move their status from "qd developer" to "qd supplier" - and based on our recent visit to Star Park we believe the date for that event could be very close at hand.
Rodman and Renshaw Conference - QMC Presenting on September 9, 2015 @ 2:10pm
Quantum Materials' management team will be presenting at the 17th Annual Rodman & Renshaw Global Investment Conference being held September 8-10, 2015 at the St. Regis Hotel in NYC.
If you are an institutional investor, and would like to attend the Quantum Materials Corp presentation, please click on the following link www.rodm.com to register for the Rodman & Renshaw conference. Once your registration is confirmed, you will be prompted to log into the conference website where you can request and schedule a one-on-one meeting with the management of Quantum Materials Corp.
If you have any additional questions regarding Quantum Materials Corp., or would be interested in setting up a meeting and/or conference call with their management team, just let me know by phone or email and we can get that set up.
Regards,
Clay Chase
SD Torrey Hills Capital
858 456-7300
cc@sdthc.com
https://understocks.files.wordpress.com/2015/...-final.pdf
https://understocks.files.wordpress.com/2015/...-final.pdf
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