I have never been one to sit.... As a shareholder
Post# of 22456
What I was most impressed with from the convo was the size of the China market. Every TV over 55" is to have QD tech. Approx 5 million panels a year. China wishes to be the leader and stomp out Korean OEM's. In China we have what 5 major OEM's. Imagine 2 mil of the 5 mil demand. Approx 1000kg a year. Net 30-40 mil a year for the new JV. 50% back to QTMM as the parent.
SP will take a run. Takes time to dismantle the wall of early investors taking quick profit up front. Hell, I sold Rona this week for a double up.
Thanks for your work crunch.
J.