It seems people here are considered Kumba Kings.
Post# of 22465
Posted On: 08/12/2016 9:32:22 AM
It seems people here are considered Kumba Kings. If that means we don't trash every QMC PR, while highlighting every
accomplisment by our competitors at that time, I'm fine with that.
That would also mean we're not trying to spook investors by demeaning one while praising all others, (as if gospel).
I did note that with Nanoco's latest update, that they had been w/one company for ~1yr before publically acknowledging, (stealth).
Dow spent ~50M in their quest to supply S., (presumed to be Samsung). Nanoco spent ~60M upgrading Runcorn.
110M thus far and I think there will continue to be supply issues to meet demands, which I believe is why other companies
like Merck look to build facilities on-site.
Build out of facilities may take a similiar time as Dow, which is why I believe analysts tend to discount them and factor projections based on Dow/Nanoco production going forward.
Nanoco current focus is 95% Displays.
Kudos to Nanoco for helping to bring more recognition of QDs to mkt forces.
To me, NanoSys, QDV, and Nanoco's focus on Displays gives a glimpse of how big the breadth and scope of the quantum materials
mkt actually is.
The mkt demand will be much, much larger than what all of them together can produce, which is why we're seeing new pop-up
companies w/claims.......trying to get in.
I've also noticed that while some act as if QMC/China deal is of little impt: the competition are trying to build connections there.
This a QMC msg bd and I am focused on QMC's chance of success, which I belive to be Good.
QDX tm
accomplisment by our competitors at that time, I'm fine with that.
That would also mean we're not trying to spook investors by demeaning one while praising all others, (as if gospel).
I did note that with Nanoco's latest update, that they had been w/one company for ~1yr before publically acknowledging, (stealth).
Dow spent ~50M in their quest to supply S., (presumed to be Samsung). Nanoco spent ~60M upgrading Runcorn.
110M thus far and I think there will continue to be supply issues to meet demands, which I believe is why other companies
like Merck look to build facilities on-site.
Build out of facilities may take a similiar time as Dow, which is why I believe analysts tend to discount them and factor projections based on Dow/Nanoco production going forward.
Nanoco current focus is 95% Displays.
Kudos to Nanoco for helping to bring more recognition of QDs to mkt forces.
To me, NanoSys, QDV, and Nanoco's focus on Displays gives a glimpse of how big the breadth and scope of the quantum materials
mkt actually is.
The mkt demand will be much, much larger than what all of them together can produce, which is why we're seeing new pop-up
companies w/claims.......trying to get in.
I've also noticed that while some act as if QMC/China deal is of little impt: the competition are trying to build connections there.
This a QMC msg bd and I am focused on QMC's chance of success, which I belive to be Good.
QDX tm
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